AMD密集收购引爆AI芯片生态!2025 CPO+AI推理成风口,投资者必看三大赛道与国产替代机遇

光模块大佬
Nov 14, 2025

市场研究显示,全球硅光技术市场份额预计将从2025年的30%翻倍至2030年的60%。当AI大模型参数突破千亿级别,数据传输延迟对运算效率的影响占比超40%,AMD的密集收购正精准卡位这一“光互联”革命与AI生态竞争的核心趋势。11月10日,AMD宣布完成对AI软件初创公司MK1的收购。这家由Neuralink前员工创办的企业,专攻AI推理技术,目前每天处理超过1万亿tokens,其核心技术已为...

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