AI算力的尽头是连接 | 深度拆解CPO产业链的底层逻辑与投资机遇

源头研报哥
Feb 12

摘要:随着大模型参数量的指数级增长,AI基础设施正面临前所未有的“连接战争”。当算力不再是唯一瓶颈,数据中心内部的“管道”效率——即如何更高效、更低功耗地连接成千上万颗芯片,成为了决定AI下半场胜负的关键。近日,伯恩斯坦发布深度报告,揭示了共封装光学(CPO)这一变革性技术的路线图。以下是为您整理的产业核心逻辑。~~为什么传统的“插拔式光模块”快跑不动了~~过去二十年,交换机容量以年均40%的速度...

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