英伟达40亿美元重注CPO

21世纪经济报道03-04

记者丨孙燕编辑丨卜羽勤张伟贤金珊3月2日，英伟达官宣两大涉CPO（共封装光学）合作：该公司与光通信巨头Lumentum、Coherent达成战略协议，明确向两家公司各投资20亿美元，并签下巨额采购承诺与未来产能使用权。“光互连技术和封装集成对于人工智能工厂的持续扩展至关重要，可以提高大规模人工智能网络的能效和弹性。”英伟达在新闻稿中表示，这两大技术解锁了人工智能工厂之间的超高带宽、高能效连接，...

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ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC"},"translate_title":"Nvidia's $4 billion heavy investment in CPO","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVDQ":0.6,"SNVD.UK":0.6,"NVDG":0.6,"NVD":0.6,"NVDS":0.6,"NVDX":0.6,"NVDB":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDW":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVDU":0.6,"ANV":0.6,"NVDS.UK":0.6,"NVDD":0.6,"NVII":0.6,"NVDA":1.97,"NVDY":0.6},"content_text":"记者丨孙燕编辑丨卜羽勤 张伟贤 金珊3月2日，英伟达官宣两大涉CPO（共封装光学）合作：该公司与光通信巨头Lumentum、Coherent达成战略协议，明确向两家公司各投资20亿美元，并签下巨额采购承诺与未来产能使用权。“光互连技术和封装集成对于人工智能工厂的持续扩展至关重要，可以提高大规模人工智能网络的能效和弹性。”英伟达在新闻稿中表示，这两大技术解锁了人工智能工厂之间的超高带宽、高能效连接，是人工智能基础设施下一阶段的基础。去年，英伟达发布首份CPO官方报告，宣布2026年将在AI数据中心全面应用CPO技术，其Quantum-X InfiniBand与Spectrum-X以太网平台将通过硅光集成。此番英伟达投资两家企业并提前锁定产能，也意味着全球最高算力集群对CPO技术路线的最终确认。从服务器间互联到芯片间互联随着AI集群从万卡级向十万卡级演进，传统的电互连技术正逼近物理极限。面对这一瓶颈，业界已达成“电算光传”的共识，即用电进行计算、用光进行传输。目前在高算力光连接场景中，可选方案包括可插拔光模块、NPO（近封装光学）和CPO（共封装光学）等。而传统可插拔光模块存在功耗高、信号损耗大、带宽受限等痛点，NPO选择“折中平衡”路线，将光引擎置于芯片旁的基板上；CPO则采取“极致集成”策略，其核心是将网络交换芯片与光模块共同封装于同一个插槽内，直接实现二者的紧密集成。其中，CPO有望从根源上解决传统可插拔光模块存在的上述痛点。根据英伟达首份CPO官方报告，其Quantum-X InfiniBand与Spectrum-X以太网平台通过硅光集成，能够将信号损耗从22dB降至4dB，单端口功耗由30W降至9W，系统可靠性提升10倍，能效改善达3.5倍，为大规模AI工厂提供高带宽、低延迟和高可靠性的互联方案。因此，业内预计CPO将成为主流选择。环旭电子（601231.SH）在2025年第四季度投资人线上说明会上预计，从互联发展的技术发展的进程来看，CPO可能从业内发展的情况下是一个不可替代的方案。NPO可能是一个发展的过渡阶段，而CPO预计2-3年内可以看到规模化的应用。而目前CPO主要应用于服务器间互联，在向芯片级互联演进时面临激光器温控等挑战。容芯致远联合创始人、CTO石旭此前在接受21世纪经济报道记者采访时表示，由于激光光源的基础原理是受激辐射，功率密度高，需要工作在相对比较低的环境温度中，最佳工作温度是小于60℃的环境温度。因此这只能解决服务器之间高速互联的问题，仍然无法解决服务器内部芯片间高速互联的问题。为推动CPO技术从服务器间互联走向芯片间互联，业内推出了外置激光源（ELS）方案：该方案通过将高性能激光源外置，降低了芯片侧的热管理与集成难度，解决了这一最棘手的散热问题。此番英伟达与Lumentum、Coherent两家顶级激光器供应商合作，释放出这一信号：CPO的主流形态将采用“外部光源+内部硅光调制”的架构，也印证了ELS这一特定CPO技术路线的发展。CPO产业化加速随着全球龙头的战略定调，上游的硅光芯片代工、中游的光引擎封装以及下游的设备集成环节，均迎来明确的增长预期。如Lumentum近日获得一份数亿美元的超高功率激光器追加订单，用于scale-out场景，预计在2027年交付，首批订单的交付仍在按计划推进，预计26H2将迎来实质性放量。该公司还预计，将在2027年底前开始交付首批用于scale-up的CPO产品。“CPO作为适配高速率、 高算力场景的核心技术路径，其产业化正处于全面加速推进的进程中，CPO产业已步入从技术验证向大规模商业化跨越的关键阶段。”CPO设备商罗博特科近日也在投资者关系活动中表示。面对CPO带来的技术变革，全球厂商竞相布局。国外厂商中，Intel、Marvell、Broadcom等巨头正积极推进CPO技术应用方向进入量产化应用的全新阶段：Broadcom在2024年交付了全球首款 51.2TbpsCPO以太网交换机；Intel在ISSCC 2024上展示了基于VCSEL阵列与驱动芯片的CPO技术进展。代工方面，台积电、英特尔等晶圆代工巨头正依托先进封装技术优势，加速硅光芯片代工布局。Tower Semiconductor还宣布到2026年第四季度将硅光晶圆月产能提升至2025年同期的五倍以上，且截至2028年的总产能中有超过70%已被预订或正在预订中。国内厂商中，中际旭创（300308.SH）、新易盛（300502.SZ）等企业也在加速布局，推进CPO技术研发。CPO技术推进也有望带动零部件增长。东吴证券预计，随着Rubin Ultra机柜落地及CPO交换机规模化放量，M9级覆铜板、NPO/CPO光引擎、外部激光源、光纤连接单元等核心零部件需求将迎来爆发式增长。SFC出品丨21财经客户端 21世纪经济报道21君荐读排队才能进场，看房要验资2000万！温州炒房客闪现上海楼市A股存储芯片逆市爆发，千亿巨头飙涨14%，恒指下挫700点，港股MINIMAX跌超10%","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":"dataReport","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 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