一文读懂：谷歌TPU芯片采用的OCS技术为何先进？中国光模块厂商持续受益

每日经济新闻2025-11-27

谷歌“新王”登场，粉碎AI泡沫论？AI四面楚歌之际，谷歌以“全栈王”的姿态出现，为算力设备投资再续命。谷歌 GEMINI3.0大模型和 TPU芯片两大杀手锏的推出，意义重大。意味着谷歌不仅在推理、多模态和Agent（智能体）平台三条主线上同时实现了代际式跃迁，而且验证了算力领域的Scaling Law（规模法则）依然有效。也就是说：AI产业趋势仍然在螺旋式上升，算力投入“随规模提升，模型相应...

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