通信行业谷歌TPUV7与OCS光交换：架构革新与产业链机遇

天风证券股份有...02-13

摘要1、谷歌TPU v7通过“稀疏/稠密计算解耦”实现架构突围。该芯片引入专用的SparseCore引擎，以极小的功耗面积代价将Embedding操作加速5-7倍，有效突破了MoE模型的显存带宽瓶颈。配合双芯粒设计，TPU v7在性能接近英伟达GB200的同时，将总拥有成本（TCO）降低约44%，并提供极致的确定性延迟，大幅提升推理效率。2、网络层面，谷歌利用3D MEMS OCS技术打破摩尔定律...

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