用集群计算帮助国产芯片破局，任正非再度强调AI重要性

Group 1 - Ren Zhengfei stated that China has opportunities in mid-to-low-end chips, with numerous domestic chip companies making efforts [1] - The transition to large model era is driving the demand for enhanced interconnectivity between computing cards, leading to an upward trend in domestic computing power construction [1] - Dell'Oro Group predicts that by 2025, the adoption rate of 800G switch ports is expected to exceed 400G data center switch ports, accounting for over 25% of data center switch ports [1] Group 2 - The global sales volume of CPO switches is projected to grow from 50,000 ports in 2023 to 4.5 million ports by 2027 [2] - OCS all-optical network switches are expected to address bandwidth latency and dynamic topology issues in large cluster training across cabinets and regions [2] Group 3 - Leading companies in the switch sector include Ruijie Networks and Fenghuo Communication [3] - Key players in the copper cable market are Huafeng Technology and Wolong Nuclear Materials [3] - Notable companies in the optical module sector include Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [3]