开源证券：谷歌(GOOGL.US)发布第八代TPU 光模块、OCS与液冷产业链核心受益

智通财经04-24

智通财经APP获悉，开源证券发布研报称，谷歌(GOOGL.US)Cloud Next '26发布第八代TPU，包括面向训练的TPU 8t和面向推理的TPU 8i。8t采用OCS技术实现硬件拓扑自动重构，8i通过OCS实现Boardfly组间互联。该行认为，新技术路线或打开光模块、OCS、液冷市场空间，其中8t采用全液冷架构，Scale out光模块配比或提升；8i则可能提升光模块与OCS需求。开源...

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