LC：Marvell收购Celestial AI 入局CPO竞赛

讯石光通讯网09:29

ICC讯2025年被证明是共封装光学（CPO）发展的关键一年。今年三月，Nvidia率先宣布为其InfiniBand和以太网交换机推出200G/通道的CPO产品。九月末，Meta公布的测试数据展示了Broadcom前两代CPO卓越的可靠性。十月，Broadcom推出了其第三代200G/通道CPO。在本周的TEF活动上，Nvidia报告称，基于CPO交换机的AI集群的弹性相比使用可插拔光模块的系统...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205094127a4cda887&s=b><strong>讯石光通讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ICC讯2025年被证明是共封装光学（CPO）发展的关键一年。今年三月，Nvidia率先宣布为其InfiniBand和以太网交换机推出200G/通道的CPO产品。九月末，Meta公布的测试数据展示了Broadcom前两代CPO卓越的可靠性。十月，Broadcom推出了其第三代200G/通道CPO。在本周的TEF活动上，Nvidia报告称，基于CPO交换机的AI集群的弹性相比使用可插拔光模块的系统...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205094127a4cda887&s=b\">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":"LU1548497426.USD","symbol_name":"安联环球人工智能AT 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AI所提出的技术。光子中介层提供了令人兴奋的可能性，但它对当前如CoWoS等中介层技术具有极大的颠覆性。这可能是未来的正确方向，但距离投产（在我们看来）还有数年时间。为了弥合这一差距，我们预计Celestial的初始产品将是可与传统XPU共封装的光学引擎小芯片。这种方法类似于Lightmatter的Passage L200光学引擎，后者通过UCIe与XPU或交换机连接。  可靠性挑战与产业前景  Broadcom和Nvidia的CPO可靠性非常出色，但对于与AI集群的“心脏”——XPU的集成而言，可能还不够。交换机更像手臂和腿，如果其中一个损坏，整个系统仍能运行。XPU确实会发生故障，业界也有应对这些故障的方法，但任何添加到它们内部的新组件都将受到极其严格的审视。要实现XPU与CPO的完全整合，需要包括Marvell在内的所有领先供应商的共同努力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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; 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