一文读懂:谷歌TPU芯片采用的OCS技术为何先进?中国光模块厂商持续受益

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Nov 27, 2025

谷歌“新王”登场,粉碎AI泡沫论?AI四面楚歌之际,谷歌以“全栈王”的姿态出现,为算力设备投资再续命。谷歌 GEMINI3.0大模型 和 TPU芯片 两大杀手锏的推出,意义重大。意味着谷歌不仅在推理、多模态和Agent(智能体)平台三条主线上同时实现了代际式跃迁,而且验证了算力领域的Scaling Law(规模法则)依然有效。也就是说:AI产业趋势仍然在螺旋式上升,算力投入“随规模提升,模型相应...

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