从英伟达AI纠错到思科剑指“量子互联”，量子狂潮再掀巨浪! 科技巨头们竞逐量子计算商业化

智通财经04-24

智通财经APP获悉，全球最大规模计算机网络和互联网设备制造商之一的思科公司(CSCO.US)，在美东时间周四向全球投资者们重磅展示了其研发的一款面向量子计算领域的高性能交换芯片。堪称“互联网时代奠基者”且蹭上AI基建狂潮的思科在一份声明中强调，这款交换机芯片将能够连接不同类型的量子计算机。随着量子热潮近期席卷全球，此举可谓是这家计算机硬件设备领军者在最前沿科技领域努力迈出的又一关键步伐——最终要像...

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Tech giants compete to commercialize quantum computing","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fee895d566b6eaea2c8398e318878fc3","symbols_score_info":{"NVDA":1.91,"SNVD.UK":0.6,"TSLA":0.6,"NVDU":0.6,"MSFT":0.6,"CSCL":0.6,"GOOG":0.6,"CSCS":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVD":0.6,"META":0.6,"DIPS":0.6,"CSCO":1.95,"NVDS.UK":0.6,"NVD3.UK":0.6,"NVDW":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"NVDO":0.6,"NVDD":0.6,"04333":1.95,"AAPL":0.6,"NVIW.SI":0.6,"NVDL":0.6,"NVDB":0.6,"NVDY":0.6,"NVII":0.6,"AMZN":0.6},"content_text":"智通财经APP获悉，全球最大规模计算机网络和互联网设备制造商之一的思科公司(CSCO.US)，在美东时间周四向全球投资者们重磅展示了其研发的一款面向量子计算领域的高性能交换芯片。堪称“互联网时代奠基者”且蹭上AI基建狂潮的思科在一份声明中强调，这款交换机芯片将能够连接不同类型的量子计算机。随着量子热潮近期席卷全球，此举可谓是这家计算机硬件设备领军者在最前沿科技领域努力迈出的又一关键步伐——最终要像其设备连接现有互联网系统那样，连接由超级量子计算机器组成的大型网络。与Alphabet旗下科技巨无霸谷歌以及美国老牌科技巨头IBM等其他大型科技公司类似，思科也在开发与量子计算机密切相关联的最核心技术类别，量子计算机能利用量子力学特性，够处理现有计算机体系无法解决的重大难题。但思科并没有像IBM、谷歌以及亚马逊那样加入制造自有量子计算机的科技竞争，而是正与一系列参与者们积极合作，用思科独家技术将它们的机器连接在一起。如今的大型量子计算机采用多种技术路线联合化进行先进建造——有些是用激光照射悬浮在真空中的铷原子，有些则使用被冷却到接近绝对零度的超导体技术。近期量子计算热潮可谓正在全球资本市场与最前沿科技产业链快速升温，比如“AI芯片超级霸主”英伟达推出了一系列新的开源人工智能模型，旨在加速量子计算的发展。据了解，英伟达推出的全球首个量子计算开源AI模型家族Ising聚焦解决两个关键瓶颈：量子处理器校准和量子纠错实时解码，英伟达官方称，Ising Calibration 可把量子芯片调校从“数天”压缩到“数小时”，Ising Decoding 则用于加速量子纠错所需的实时解码。英伟达自2025年以来可谓加速将量子计算纳入其“AI+HPC”基础设施版图，既有CUDA Quantum / DGX Quantum 这类量子—经典混合计算栈，也宣布在波士顿建设量子计算实验室，并在GTC设置专门的Quantum Day，强调用GPU超算加速量子算法、量子纠错和量子模拟。思科新兴技术与孵化部门Outshift高级副总裁兼总经理Vijoy Pandey表示，量子计算研究人员普遍认为，这些打造量子计算机的量子计算技术路线未来可能各自都有合理的优势，思科的这款交换机芯片则能够在室温下工作，并使用标准化的电信光纤电缆，是能够在不同技术路线之间进行转换的Universal Quantum Switch。“这就意味着你可以说任何语言，”Pandey表示。思科总裁兼首席产品官Jeetu Patel表示，尽管规模化的大型量子计算机网络可能要到2030年才会实质出现，但思科这款交换机芯片在安全功能领域可能会有最新的直接应用。Patel表示，虽然周四公布的芯片仍是一个原型或者雏形交换机芯片，但一些早期的典型量子计算用途最快可能在三年左右就能够出现。思科交换机芯片不是直接解决“量子算力”的核心瓶颈，但它在为2030年前后的量子网络化商业场景提前铺设关键管道。思科这次展示的量子交换芯片，重要性不在于“立刻造出一台更强量子计算机”，而在于解决未来量子商业化的一个底层问题：不同量子机器之间如何互联、组网、协同计算。它在室温下工作、使用标准电信光纤，并试图在铷原子、超导等不同量子体系之间充当“翻译器”，这对应的是未来量子互联网和分布式量子数据中心的基础设施。短期看，它最可能先落地在量子传感网络和安全监测，思科称原型芯片的早期用途最快可能在三年左右出现;长期看，如果大规模量子计算要走向商业化，单机路线未必足够，模块化互联、纠缠分发、低损耗量子网络和跨架构兼容会成为和量子纠错同等级别关键的基础设施。“量子霸权时代”渐行渐近？量子力学的基本化原理是，在被具体测量之前，信息可以同时存在于不止一种状态中——例如叠加态，薛定谔那只著名的不幸猫咪试验，在打开盒子查看之前，可能既是活的也是死的。思科的这款交换机芯片能够将目前已经可用的多个量子传感器连接到一个大型互联网络中，并使其处于所谓的量子纠缠态。如果一名黑客——或者越来越常见的由黑客控制的恶意人工智能代理式工作流(即AI智能体)——出现在网络中并进行窃听，量子传感器将能够极速检测到，因为信息收集会导致纠缠态坍缩。“如果你能开始通过一台量子计算交换机检测网络上正在发生的所有类型行为，那几乎会彻底改变全球各国的防御姿态，”Patel表示。量子计算系统利用量子力学的特性，比如量子叠加与量子纠缠，提供了一种全新的计算范式，理论上能够在某些特定领域极大程度超越传统二进制计算机的计算能力。根据谷歌2024年12月9日的一份声明，Willow量子芯片在基准测试中展示了惊人的性能，能够在不到5分钟内完成一个“标准的基准计算”，而传统超级计算机完成同样的任务需要10-25年。随着IonQ宣布实现99.99%的双量子比特门保真度，以及IBM将量子纠错的经典解码器部署于商用AMD FPGA并实现纳秒级实时响应，业内普遍预测，‌产业级量子优势‌以及“量子霸权”这些关键的量子拐点仅剩三至五年。技术临界点的迫近，正在将量子计算从学术话题转变为国家安全的紧迫议题，尤其是“实用量子优势”更可能先在 2–5 年内以‘窄场景+混合计算+可验证收益’的形式出现。来自全球量子计算领域领军者IonQ的首席执行官尼科洛·德马西近日表示，量子计算领域的重大突破与变革正在迅速逼近，所谓的“量子霸权时代”即将到来。随着量子硬件比特数和门保真度持续提升，德马西所提到的“量子霸权”(quantum supremacy)这一概念被用来标记一个重要门槛——量子处理器在某项明确定义的任务上，以经典超级计算机在合理时间内全然无法企及的速度完成计算。但是在“容错量子计算工程化”阶段，核心瓶颈仍是量子纠错、逻辑量子比特规模化、退相干控制、低温/光学/控制电子系统集成，以及量子—经典互联架构。量子计算发展进程迅速，资本市场已然嗅到量子投资机遇英伟达、思科、IBM、谷歌、Quantinuum以及Pasqal等量子计算领军公司们的一系列技术进展与动态，本质上都在为2030年可能出现的可控制商用量子计算系统铺设软硬件基础设施，换句话说，量子计算正在成为AI超级浪潮之后最受全球资金追捧的下一代“宏大科技叙事”。英伟达致力于打造的“AI+GPU+量子处理器的大型量子计算基础设施层”，试图用开源AI模型、CUDA Quantum/DGX Quantum乃至针对量子计算量身优化的NVQLink，把量子计算硬件厂商、全球最前沿科研机构和AI GPU超算生态连接起来，英伟达此举也是近期量子计算热潮大幅升温的重要催化之一。前不久挪威主权财富基金披露在2025年第四季度买入多家量子计算公司股票的多头类仓位操作，涉及IonQ(IONQ.US)、Rigetti(RGTI.US)以及D-Wave Quantum(QBTS.US)这三家美股量子概念领头羊，其中对于IonQ的风险敞口最宽广，再叠加IQM、2022年诺贝尔物理学奖得主Alain Aspect联合创立的Pasqal Holding SAS等量子计算领军者们集体借助SPAC赴美股上市可谓是“量子计算产业融资与资本化全面提速”的重磅信号。量子计算——被量子物理学界普遍视为“下一代计算革命”的核心引擎，虽然仍处相对早期的雏形发展阶段，但该项前沿技术加速突破与资本热度正在共振。“量子计算热潮”已从科研叙事走向融资、上市、估值扩张以及大规模商业化进程加速的新一轮科技股叙事。全球量子计算已经进入“从实验演示走向容错工程化”的里程碑阶段，距离真正大规模商业化渐行渐近。当前最重要的进展不是单纯堆物理量子比特数量，而是逻辑量子比特、量子纠错、错误率阈值和模块化互联。比如谷歌的Willow相关论文已经展示了低于表面码阈值的量子纠错进展，证明随着编码规模扩大，逻辑错误率可以被压低;IBM则给出较清晰路线图，目标是在2029年推出Starling，达到约200个逻辑量子比特、1亿次量子门操作，并在之后推进到更大规模系统。也就是说，量子计算行业正在逼近“可用容错量子机”的门槛，但真正能广泛服务药物快速研发、材料模拟、金融系统优化、密码分析等二进制时代无法企及的高价值应用场景，可能最早在2030年就能看到小范围的初步商业化模式。不过量子计算可控商业化最大的瓶颈，仍然卡在错误率与规模化工程。量子比特极其脆弱，会受到退相干、热噪声、控制误差、串扰、读出误差影响;而要得到一个可靠的逻辑量子比特，往往需要大量物理量子比特做纠错编码，这带来巨大的基础设施硬件、控制电子、低温系统、光学系统和实时解码开销。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 Gecko; 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