As AI models evolve toward the era of massive 'agents,' data centers' computational bottlenecks are gradually shifting toward 'connectivity.'A foundational infrastructure revolution—transitioning from copper cables to optical fiber—is now fully igniting.
On June 2, 2026, on the stage of COMPUTEX TAIPEI (COMPUTEX 2026), $NVIDIA (NVDA.US)$ NVIDIA CEO Jensen Huang joined Marvell Technology CEO Matt Murphy onstage to discuss a seemingly 'understated' yet pivotal term capable of reshaping trillion-dollar AI infrastructure—connectivity.
Huang offered a clear judgment: 'Use copper wherever you can, and optics wherever you must(You use optics wherever you must, you use copper wherever you can).He further explained that copper cables face physical limits in bandwidth and transmission distance. Until those boundaries are surpassed, copper remains a simple, low-cost, and practical choice; once past that threshold, optical fiber takes over to meet expansion needs between racks, across data centers, and even between geographically dispersed data centers.
「Over the next 5 to 10 years, we will still heavily rely on copper cables while also deploying massive volumes of optical components.。」Huang’s statement pointed toward the next phase of AI infrastructure...