谷歌测试通过压电陶瓷OCS技术，突破AI集群光交换性能瓶颈

金融界2025-09-23

据报道，近日，谷歌在光路交换机（OCS）技术领域取得新进展，正积极测试基于压电陶瓷（DLBS）的OCS方案，以优化其AI超算集群的网络性能。压电陶瓷技术凭借光路直接传输无反射损耗、切换时延低至毫秒级等优势，成为继MEMS和数字液晶（DLC）后的重要技术路线。据行业分析，压电陶瓷OCS的系统损耗最低、切换速度最快，尤其适合高稳定性的AI集群互联场景，且其兼具正逆压电效应，能高效实现光电信号转换，拥有...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2569548287?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-23 08:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2569548287","market":"hk","top_or_hot":-1,"title":"谷歌测试通过压电陶瓷OCS技术，突破AI集群光交换性能瓶颈","media":"金融界","content":"<div>\n<p>据报道，近日，谷歌在光路交换机（OCS）技术领域取得新进展，正积极测试基于压电陶瓷（DLBS）的OCS方案，以优化其AI超算集群的网络性能。压电陶瓷技术凭借光路直接传输无反射损耗、切换时延低至毫秒级等优势，成为继MEMS和数字液晶（DLC）后的重要技术路线。据行业分析，压电陶瓷OCS的系统损耗最低、切换速度最快，尤其适合高稳定性的AI集群互联场景，且其兼具正逆压电效应，能高效实现光电信号转换，拥有...</p>\n\n<a href=\"https://stock.jrj.com.cn/2025/09/23084153299257.shtml\">网页链接</a>\n\n</div>\n","source":"jrj_jhqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌测试通过压电陶瓷OCS技术，突破AI集群光交换性能瓶颈</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌测试通过压电陶瓷OCS技术，突破AI集群光交换性能瓶颈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-23 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://stock.jrj.com.cn/2025/09/23084153299257.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，近日，谷歌在光路交换机（OCS）技术领域取得新进展，正积极测试基于压电陶瓷（DLBS）的OCS方案，以优化其AI超算集群的网络性能。压电陶瓷技术凭借光路直接传输无反射损耗、切换时延低至毫秒级等优势，成为继MEMS和数字液晶（DLC）后的重要技术路线。据行业分析，压电陶瓷OCS的系统损耗最低、切换速度最快，尤其适合高稳定性的AI集群互联场景，且其兼具正逆压电效应，能高效实现光电信号转换，拥有...</p>\n\n<a href=\"https://stock.jrj.com.cn/2025/09/23084153299257.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0942090050.USD","symbol_name":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","start_time":0,"source_url":"https://stock.jrj.com.cn/2025/09/23084153299257.shtml","article_id":"2569548287","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2569548287","pubTimestamp":1758588088,"columns":[],"sourceInfo":{"source_id":"jrj_jhqb","name":"金融界"},"weMediaInfo":null,"summary":"据报道，近日，谷歌在光路交换机 技术领域取得新进展，正积极测试基于压电陶瓷的OCS方案，以优化其AI超算集群的网络性能。据行业分析，压电陶瓷OCS的系统损耗最低、切换速度最快，尤其适合高稳定性的AI集群互联场景，且其兼具正逆压电效应，能高效实现光电信号转换，拥有低能耗、无电磁噪音、寿命长，适配严苛工作环境等优势。此次测试或加速压电陶瓷在超大规模GPU互联中的应用，推动数据中心效能升级。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4561":"索罗斯持仓","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4554":"元宇宙及AR概念","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4532":"文艺复兴科技持仓","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4077":"互动媒体与服务","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","GOOG":"谷歌","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","GOOGL":"谷歌A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","OCS":"Oculis","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4592":"伊斯兰概念","BK4612":"AI芯片","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","BK4579":"人工智能","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC"},"translate_title":"Google tests through piezoelectric ceramic OCS technology to break through the bottleneck of AI cluster optical switching performance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"GOOGL":1.5,"GOOG":1.5,"OCS":1.5},"content_text":"据报道，近日，谷歌在光路交换机（OCS）技术领域取得新进展，正积极测试基于压电陶瓷（DLBS）的OCS方案，以优化其AI超算集群的网络性能。压电陶瓷技术凭借光路直接传输无反射损耗、切换时延低至毫秒级等优势，成为继MEMS和数字液晶（DLC）后的重要技术路线。据行业分析，压电陶瓷OCS的系统损耗最低、切换速度最快，尤其适合高稳定性的AI集群互联场景，且其兼具正逆压电效应，能高效实现光电信号转换，拥有低能耗、无电磁噪音、寿命长，适配严苛工作环境等优势。谷歌TPUv4/v7集群已采用OCS构建3D环面网络，若压电陶瓷方案成熟，有望进一步降低功耗并提升万卡级组网效率。此次测试或加速压电陶瓷在超大规模GPU互联中的应用，推动数据中心效能升级。谷歌2025年OCS采购量预计翻倍至2万台，压电陶瓷方案有望支撑更大规模GPU/TPU互联，为百亿亿次算力集群提供高效光互联支撑。随着OCP联盟成立，OCS技术标准化进程加速，压电陶瓷或成为下一代数据中心光交换的关键选项。随着谷歌、英伟达等头部企业的规模化部署，以及OCP联盟推动的标准化进程，DLBS-OCS 市场将进入快速增长期。预计到2029年，其在AI数据中心的渗透率将显著提升，成为支撑千亿级算力网络的基础设施。数据显示，通过硅光集成和规模化生产，DLBS-OCS成本有望三年内下降60%，压电陶瓷DLBS-OCS有望在未来5-10年内重塑光通信产业格局，成为AI算力革命的关键引擎。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2569548287","isCrawlerRequest":true}