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AI Act Expands the Role of Chief Privacy Officers: New Skills, New Responsibilities The European Union's AI Act is reshaping the landscape for Chief Privacy Officers (CPOs), as highlighted by Ron De Jesus, Field Chief Privacy Officer at Transcend, in his recent op-ed for The Parliament Magazine. The legislation requires CPOs to extend their oversight beyond traditional data protection to include transparency, fairness, copyright compliance, and data security in AI systems. This shift demands a deeper understanding of AI algorithms, machine learning models, and automated decision-making, adding new technical and ethical dimensions to the role. De Jesus emphasizes that the impact is already visible across industries such as finance, healthcare, and e-commerce. To keep pace with these changes, organizations must invest in upskilling CPOs, providing them with the knowledge to navigate AI's complex legal and technical challenges. Additionally, a reallocation of resources is necessary to support these expanded responsibilities, ensuring CPOs can lead their companies through this evolving regulatory environment. #AIAct#DataPrivacy#CPO#AIGovernance

英伟达分别向光子技术巨头Lumentum #LITE 和Coherent各注资20亿美元，并锁定多十亿美元采购承诺及未来产能权益。此举剑指共封装光学（#CPO ）核心供应链，旨在为下一代“吉瓦级AI工厂”筑牢光互联底座。

【🚀 AI 人工智慧｜市場盛傳 AMD 聯手 GlobalFoundries 搶進矽光子，交易員點名這四隻標的 】 #AMD#CPO 📍 請見報導： https://abmedia.io/amd-globalfoundries-ml500-cpo 📍 訂閱鏈新聞頻道：https://linktr.ee/abmedia.io

【🚀 交易市場｜傳攜手台積電切入光通訊，大立光林恩平太誠實！親曝 CPO 還很遠，股價暴跌 7% 】 #CPO#光通訊 📍 請見報導： https://abmedia.io/cpo-fau-largan-optical-taiwan 💸 ［活動］：BingX 推出 SpaceX IPO 前資產的鏈上交易機制，進一步拓展未來高價值資產布局

【🚀 AI 人工智慧｜大立光拒蘋果加單，跨足AI領域與台積電合作CPO，股價直逼三千元 】 #CPO#共同封裝光學 📍 請見報導： https://abmedia.io/largan-precision-3008-apple-and-tsmc 📍 訂閱鏈新聞頻道：https://linktr.ee/abmedia.io

【🤖 AI人工智慧｜鴻海 CPO 交換機櫃傳提前交貨輝達，全光技術高毛利成第二成長引擎】 #鴻海#輝達#CPO 工業富聯週三提前交付輝達 CPO 交換機，並將兩年出貨目標上修至五萬台。 該業務具備兩位數毛利率，預期 2026 年貢獻集團超過 15% 營收。儘管北美廠區遭資安攻擊，鴻海作為輝達唯一夥伴的稀缺價值仍持續凸顯。 📍閱讀全文： https://abmedia.io/hon-hai-foxconn-cpo-nvidia-early-shipment 📍 訂閱鏈新聞頻道：https://linktr.ee/abmedia.io

摩根大通：在CPO方面，市场叙事已经历从熊到中性再到看多的完整轮转。早期市场担忧CPO的普及会压缩收发器收入，但这一逻辑已被事实证伪——CPO带来的增量营收机会对相关公司的增长预期形成叠加而非替代。 行业分析机构预测，#CPO 市场规模将从2027年的不足5亿美元，增长至2030年的约100亿美元，其中规模扩展（scale-up）应用场景而非规模延伸（scale-out）是主要增长引擎。 投资者的关注点也随之转移：在确认光学公司整体受益于CPO之后，下一阶段的核心问题在于CPO赢家与输家的分化。摩根大通认为，Coherent #COHR 和Lumentum #LITE 凭借既有订单及英伟达的供应链定向投资，已稳固确立了CPO赢家地位。

【請支援輸贏】EP02 第二集來了🔥 GTC大會後買誰? #GTC#記憶體#散熱#CPO https://youtu.be/F9hyG0dDeOM?si=BsB9MWeiq34U9SBs

【請支援輸贏】EP03🔥 哪些族群下來是要買的? #原物料#特化#玻纖布#CPO https://youtu.be/dHTYn6wbAw8?si=jHGxsV-m-yK_GsKx