[데스크라인] 통신장비, 집토끼 지키기

NVIDIA CEO Jensen Huang's emphasis on optical communications is reshaping the value perception of telecommunications equipment in the global AI infrastructure race. As AI data centers increasingly rely on high-speed connectivity and edge computing, Korean telecom equipment manufacturers—with 20-30 years of proven expertise—are positioned to capture significant market share if supported by systematic government policies and fair procurement practices.