为发布CPO新方案铺路？英伟达重金押注光互联，意在构建CPO“供应保护”

华尔街见闻03-03 10:49

英伟达豪掷40亿美元，同步入股光通信巨头Coherent与Lumentum，为下一代“AI互联”提前锁定CPO共封装光学核心产能。采购承诺延伸至2030年，资金重点支持两家公司美国本土扩产与CPO关键激光器供给。巴克莱直言，英伟达核心诉求是CPO的“供应保护”。这就像在果园结果前提前包下整座果园。英伟达豪掷40亿美元入股两大光通信巨头，为下一代AI算力架构的“光互联”时代提前锁定关键产能。当地时间...

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Nvidia bets heavily on optical interconnection, aiming to build CPO \"supply protection\"","themeId":"c42ff6e4e3ba076f211c70ffd1a74d55","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/78f7dd625baa7451cd4c743f6e64b660","symbols_score_info":{"LITX":0.6,"LITE":2,"COHR":2,"COHX":0.6},"content_text":"英伟达豪掷40亿美元，同步入股光通信巨头Coherent与Lumentum，为下一代“AI互联”提前锁定CPO共封装光学核心产能。采购承诺延伸至2030年，资金重点支持两家公司美国本土扩产与CPO关键激光器供给。巴克莱直言，英伟达核心诉求是CPO的“供应保护”。这就像在果园结果前提前包下整座果园。英伟达豪掷40亿美元入股两大光通信巨头，为下一代AI算力架构的“光互联”时代提前锁定关键产能。当地时间3月2日，英伟达宣布分别与光通信组件制造商Coherent和Lumentum建立多年合作关系：合作包含光学技术联合研发、未来产能与供货优先权安排，以及英伟达给出的“数十亿美元级”多年采购承诺；同时，英伟达分别向两家公司各投资20亿美元，以支持其在美国本土的研发、未来产能与运营扩张。据追风交易台，摩根大通北美股票研究团队分析称，两笔交易在结构和意图上“实质相似”：均为非独家、多年期先进光学合作；均包含“以十亿美元计的采购承诺”；英伟达向Coherent和Lumentum分别投资20亿美元以扩张美国制造产能并支持研发；并且两家公司均提到英伟达将以这笔投资换取普通股。而巴克莱在最新研报中直指英伟达此次投资的核心诉求是共封装光学（CPO）的“供应保护”。该行写道：“促成交易的首要原因，是为英伟达在柜外互联（Scale-out）和柜内互联（Scale-up）两类CPO上保护供应。”在其看来，这更像是在为更大规模的“光互联”时代推进“提前备料”，而不是一次短期的供需扰动。这就像在果园结果前提前包下整座果园。随着AI集群规模的扩大，传统可插拔光模块将面临功耗和密度的物理极限。将光学组件与GPU直接封装在一起的CPO（共封装光学）技术成为必然趋势。CPO将可插拔收发器直接集成至交换机内部，可降低数据中心运营商的硬件采购成本，并显著压缩网络能耗。“钱投向哪里”：激光器、InP产线与美国建厂从披露的细节看，英伟达押注的并非泛泛的“光互联模块”，而更偏向CPO所需的关键光源与核心器件产能。巴克莱判断，“我们认为这笔交易的大部分目标指向400mW的连续波（CW）激光器”。摩根大通也强调，Coherent合作覆盖多类产品，“包括用于CPO的超高功率CW激光器”。摩根大通透露了资金落地的具体细节。英伟达的投资主要用于扩充两家公司的美国制造能力及支持研发。对于Coherent，这笔高达20亿美元的无限制资金将优先用于资本支出，特别是扩大其得克萨斯州Sherman工厂的磷化铟（InP）产能。数十亿美元的采购承诺将从2027年初开始，一直持续到2030年。对于Lumentum，大部分资金将用于在美国建设一座“全新”的晶圆厂。此前Lumentum已披露过一笔预计在2027年上半年兑现的“数亿美元”采购订单，而此次英伟达的订单是完全增量的，增量收入预计将从2027年下半年开始体现。时间表：订单兑现更靠后，指向2027年后的供需格局对市场而言，更关键的是收入兑现节奏是否“立刻体现在报表上”。研报给出的答案偏向“更靠后”。摩根大通称，Coherent的“多年、数十亿美元采购承诺”预计从2027年初开始，合作“延续至2030年”。Lumentum方面，该行强调新合作是对既有订单的增量：此前已披露的“数亿美元级”采购订单预计在2027年上半年实现，而本次合作带来的新增收入更可能从2027年下半年及以后开始体现。这一定程度上解释了英伟达的动作为何被解读为“预埋产能”：CPO要解决的是AI集群在更高带宽、更低功耗下的互联瓶颈，其放量更像产业迁移而非单季拉货。对产业链的意义：电互联不会立刻消失，但“分阶段替代”信号更强巴克莱预期市场可能先出现两类快速反应：第一，“这对电连接相关公司（如CRDO）是负面”，因为锁定供应意味着短距CPO连接推进可能更近；但该行也用一句半玩笑式的提醒给出“分阶段”判断——“这难道意味着所有电连接马上就要被淘汰了？（当然我们开玩笑的）”，并重申电互联仍将在短期内占据重要位置，影响更多体现在长期结构变化上。第二，交易进一步强化美国本土供应链扩张主题。巴克莱认为这笔交易“并不直接指向光模块”，但可能让市场对部分“非美国”的模块厂商情绪更谨慎。此外，巴克莱还提示交易披露时点“并不意外”，因为英伟达“很可能在GTC大会上公开部分讨论新的CPO解决方案”。若后续GTC大会释放更明确的产品化路径，上述“产能锁定”的含义可能更容易被市场用来重估CPO推进节奏。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2616399239","isCrawlerRequest":true}