算力扩张遭遇互联瓶颈 硅光技术从“可选”走向“必选”

新华财经
Yesterday

当前人工智能技术飞速迭代,算力成为数字经济的战略资源。随着大模型训练与推理需求持续爆发,倒逼算力芯片不断突破性能边界;而在高速算力集群互联场景下,传统的铜互联逐渐逼近物理极限,硅光成为新一代算力互联的关键技术。专家认为,算力芯片负责核心计算,硅光技术负责高效连接,二者将共同支撑新一代算力基础设施底座。  算力扩张遭遇互联瓶颈  2026年,AI算力竞赛的底层逻辑正在发生变化,过去两年市场目光聚焦...

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