NVIDIA布局光学技术:CPO渗透率或升 未来算力基础设施更倚重光学

ITBEAR科技资讯
Mar 11

在数据中心技术演进的关键节点,NVIDIA正通过多维度布局推动光学互连技术突破。据行业研究机构TrendForce集邦咨询分析,随着AI算力需求指数级增长,传统铜缆电气传输方案已触及物理极限,无法满足超大规模数据搬运需求,这为光学传输技术开辟了广阔发展空间。预计到2030年,CPO(共同封装光学)在AI数据中心光模块市场的渗透率将攀升至35%,成为构建下一代算力基础设施的核心组件。NVIDIA在...

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