CITIC Securities: GB200 Super Chip Released, High-Speed Cable Companies Expected to Benefit

CITIC Securities research report pointed out that recently, NVIDIA showcased the Blackwell architecture GPU and AI chips, software innovations, including the B200 chip, GB200 Super Chip, at GTC 2024. The NVIDIA GB200 NVL 72 cabinet internally uses NVLink interconnectivity, with 5000 NVLink copper cables (total length exceeding 2 miles). We expect related high-speed cable companies to benefit, and recommend investors to pay attention to related high-speed cable suppliers, components, and upstream and downstream enterprises.