如果说2024-2025年是AI算力的“军备竞赛”期,那么2026年无疑是网络带宽的“加速变现”年。近日,中信建投的一纸研报在投资圈刷屏。研报明确指出:随着GPU和ASIC的快速升级,AI数据中心对更大带宽的网络硬件需求已经到了“饥渴”的地步。很多散户还在盯着GPU芯片的迭代,但聪明的资金早已发现:在AI集群中,光模块才是那个“卖铲人”中的“领头羊”。一、 带宽就是算力,光模块进入“狂飙”时刻...
Source Link如果说2024-2025年是AI算力的“军备竞赛”期,那么2026年无疑是网络带宽的“加速变现”年。近日,中信建投的一纸研报在投资圈刷屏。研报明确指出:随着GPU和ASIC的快速升级,AI数据中心对更大带宽的网络硬件需求已经到了“饥渴”的地步。很多散户还在盯着GPU芯片的迭代,但聪明的资金早已发现:在AI集群中,光模块才是那个“卖铲人”中的“领头羊”。一、 带宽就是算力,光模块进入“狂飙”时刻...
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