AI训练集群和超大规模数据中心的快速扩张,正让全球算力基础设施面临前所未有的互连压力。过去数年间,数据中心的整体带宽提升了80倍;交换芯片功耗增加8倍;光模块部署量增长26倍;SerDes接口数量更是扩张了25倍。与此同时,互连速率也从25G/100G 迅速演进至400G/800G,并预计将在2027年突破至3.2T。在这一趋势下,传统的可插拔光模块因功耗高、带宽受限,已难以支撑未来大规模算力集群...
Source LinkAI训练集群和超大规模数据中心的快速扩张,正让全球算力基础设施面临前所未有的互连压力。过去数年间,数据中心的整体带宽提升了80倍;交换芯片功耗增加8倍;光模块部署量增长26倍;SerDes接口数量更是扩张了25倍。与此同时,互连速率也从25G/100G 迅速演进至400G/800G,并预计将在2027年突破至3.2T。在这一趋势下,传统的可插拔光模块因功耗高、带宽受限,已难以支撑未来大规模算力集群...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.