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Core Insights - The article discusses the establishment and progress of a company called "Guangbenwei," which has developed the world's first optical computing chip that meets commercial standards in terms of computing density and precision [1][2] - The founders, Xiong Yingjiang and Cheng Tangsheng, have extensive backgrounds in AI and optical computing, and they identified a significant opportunity in the optical computing sector due to the increasing demand for computing power driven by AI advancements [2][3] Company Overview - Guangbenwei was founded by two young entrepreneurs who previously had experience in the U.S. and academia, focusing on the development of optical computing chips that integrate silicon photonics and phase change materials [1][3] - The company has achieved significant milestones, including the successful tape-out of a 128x128 matrix optical computing chip, making it the only company to achieve such integration on a single die [1][7] Market Context - The demand for computing power is expected to surge, with global data centers projected to consume approximately 415 terawatt-hours of electricity in 2024, potentially doubling by 2030 [2] - Optical chips are believed to have the potential to outperform traditional electronic chips by over 1000 times in terms of computing power while consuming less energy [3] Technological Advancements - Guangbenwei's optical computing chips utilize a unique architecture that allows for a programmable structure with over 16,000 adjustable nodes, making it adaptable to various model parameters [7][9] - The integration of storage and computing functions within the chip significantly alleviates storage pressure and enhances performance [9] Commercial Strategy - The company targets two main customer segments: large internet companies with advanced computing capabilities and government-led intelligent computing centers, each with distinct needs [10][11] - Guangbenwei is developing a hybrid optical-electrical computing card that is compatible with existing standards, aiming to provide high energy efficiency and algorithm flexibility [10] Future Prospects - The company has established partnerships with leading internet firms, GPU manufacturers, and intelligent computing centers for application validation and is working on advanced packaging techniques [13] - Guangbenwei has secured multiple rounds of financing to support its growth and product development, indicating strong investor confidence in its potential [13][14]