1. Core Technological Breakthroughs thiab Performance Leap
Qhov loj tshiab -tsim Spectrum-X Ethernet Photonics yog lub ntiaj teb thawj 200G / txoj kab CPO Ethernet hloov qhov system kom ncav cuag ntim ntau lawm, xa mus txog 102.4Tb / s hloov peev xwm rau gigawatt- nplai AI factories. Piv nrog rau cov kev daws teeb meem ib txwm muaj, cov thev naus laus zis no txuas ncaj qha rau cov khoom siv silicon photonics nrog kev hloov ASIC, ua kom luv luv siab - ceev hluav taws xob teeb liab kis tau tus mob. Qhov no ua tiav 75% txo qis hauv laser suav, 80% txo qis hauv kev siv hluav taws xob, thiab 10x kev txhim kho hauv Lub Sijhawm Nruab Nrab Nruab Nrab (MTBF).
2. Ntiaj teb no Supply Chain Synergy
NVIDIA tau tsim ib qho kev qhia thoob ntiaj teb cov saw hlau ecosystem rau cov khoom no. Lub tshuab hloov pauv nta laser chips los ntawm Lumentum, laser module sub- sib dhos los ntawm O-Net Technologies (Tianfu Communication), silicon photonics raug tsim los ntawm TSMC, ntim los ntawm SPIL, thiab qhov kawg system kev koom ua ke los ntawm Foxconn. Cov neeg siv khoom pib suav nrog cov chaw muab kev pabcuam huab xws li CoreWeave, Lambda, thiab Oracle.
3. Kev xav tau rau Upstream Optical Chips thiab Cov Khoom Siv Ntsuas
Kev tsim khoom loj ntawm CPO yuav rov tsim kho qhov kev sib txuas lus kho qhov muag. Raws li qhov kho qhov muag- cov chav hloov hluav taws xob tau sib xyaw ua ke ze rau ASIC, kev sim hloov pauv ntawm "module- qib" mus rau ntau- theem kev sim ntawm wafer, nti, optical engine, thiab ntim qib. Qhov tseem ceeb hauv kev sim ntau zaus thiab optoelectronic co- complexity yuav ua rau kom qhov kev tso tawm ntawm kev thov rau siab -optoelectronics ceev, silicon photonics wafers, thiab cov cuab yeej siv tsis siv neeg kuaj, nrog rau cov nqi ntawm cov cuab yeej ntsuas yuav tsum tau kho dua tshiab.
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