这是我前几天问chatgpt on aph，因为nvda与lite/cohr的合作消息

The Key Concept: Hybrid Architecture

AI data centers are moving toward:

• Electrical inside the server

• Optical outside the server

Even with co-packaged optics (CPO), you still need:

• Connectors

• Power distribution

• Mechanical interconnects

• High-density board connectors

That’s Amphenol’s domain.

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Does CPO Threaten Amphenol Long Term?

It could reduce:

• Some external copper cable demand (DACs)

But it does not eliminate:

• Power connectors

• Backplane connectors

• Internal board connectivity

In fact:

• AI servers use more connectors than traditional servers

• Higher density = more interconnect complexity

• Power demands are exploding → more heavy-duty connector content

So paradoxically, AI may increase Amphenol content per rack.

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Strategic Reality

This Nvidia partnership is about:

Solving bandwidth and energy efficiency between GPUs at hyperscale.

It is not about removing copper connectors from inside the hardware stack.

Copper and optics will coexist.