阿里云王鹏：可插拔光模块为短期最优解，NPO或比CPO更快落地

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在昨日上午举行的“2025中国国际光电高峰论坛—超万卡智算集群新型光技术发展论坛”上，阿里云计算有限公司光网络架构师王鹏发表题为《超大规模智算集群光互联演进技术及思考》的主旨演讲。王鹏指出，随着大模型崛起，算力密度极高、通信密集型负载、训练任务周期长、系统复杂度爆表、能耗与成本敏感、高带宽与低延迟互联成为超大规模智算集群的主要特征。超大智算集群的光互联需要在带宽密度、能效、时延、成本以及可靠性之间...

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CPO","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.9,"BA":0.9,"NPO":1,"ALBmain":0.6,"BABA":0.9,"09988":0.6},"content_text":"在昨日上午举行的“2025中国国际光电高峰论坛—超万卡智算集群新型光技术发展论坛”上，阿里云计算有限公司光网络架构师王鹏发表题为《超大规模智算集群光互联演进技术及思考》的主旨演讲。王鹏指出，随着大模型崛起，算力密度极高、通信密集型负载、训练任务周期长、系统复杂度爆表、能耗与成本敏感、高带宽与低延迟互联成为超大规模智算集群的主要特征。超大智算集群的光互联需要在带宽密度、能效、时延、成本以及可靠性之间寻找平衡。“可插拔光模块是短期最优解，中长期NPO/CPO会成为部署关键，终极方案可能是光电芯片融合。”王鹏表示。他指出，CPO相比可插拔光模块将带来产业链的关键环节转移，传统光模块制造商需要在CPO产业链中找到新的定位。系统组装/生产厂商需承担更多CPO散热、光学耦合以及性能和可靠性测试等工作，封装工艺复杂性、互操作生态、系统可靠性、可量产程度、现场维护性等问题仍需较长时间解决。阿里云基于400G以太网的智算集群自2023年开始规模上线，支持千卡至十万卡GPU灵活部署；基于800G以太网的智算集群预计于2026年开始规模上线，同样支持千卡至十万卡GPU灵活部署。在光模块演进路径方面，王鹏介绍，阿里云从2014年开始设计40G光模块，2017年批量交付100G光模块，2021年和2022年实现传统数据中心和智算中心的200G光模块批量交付，2023年实现400G光模块批量交付，预计2025年在智算中心导入800G光模块，2026年开始导入1.6T光模块。在光模块技术方案方面，Q112 400G及以下速率采用单多模混布策略，以VCSEL/SiPh/EML为主，LPO小批量部署；OSFP 800G（单波100G）采用单多模混布策略，以VCSEL/SiPh/EML为主，LPO/LRO技术储备中；OSFP 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