康宁CEO展望：光学扩容与无源光子学将助推下一波增长浪潮

投资观察07-28

0927 ET - 康宁正积极布局，以抢占人工智能数据中心需求的增长。该公司首席执行官温德尔·威克斯在分析师电话会议上表示，随着AI集群规模突破13万块GPU，网络架构迫切需要引入第三层光学层，从而“在超大规模集群中，每块GPU的光学内容含量将提升50%”。不仅如此，随着带宽的持续扩展，威克斯预测，到2028年，企业级光学内容在每块GPU上的应用将增长“1.3倍至1.5倍”。他进一步指出，从铜缆到光学扩容的转变也将成为一股强劲的顺风——完全采用光学方案，意味着“每块GPU需要160根光纤，这相当于当前横向扩展网络所需光纤数量的十倍”。除了线缆基础设施，将光学技术“嵌入盒内”——即在AI服务器内部直接安装光学元件和光纤路由——将开辟无源光子的供应市场，威克斯称此为“到2030年有望释放100亿美元市场机遇的平台”。

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