通信行业周报:光模块需求可见度再提升,豆包日均token调用量达30万亿

国金证券
Oct 20, 2025

(以下内容从国金证券《通信行业周报:光模块需求可见度再提升,豆包日均token调用量达30万亿》研报附件原文摘录)1)海外链看,OpenAI持续扩大合作范围,加速算力投入。A)OpenAI与博通合作推进10GW定制AI加速器部署,目标于2026年下半年启动,2029年底完成。B)与软银Arm共研定制CPU,构建完整AI芯片堆栈。C)Agent功能整合进salesforce。将Agent功能及...

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