算力时代全光网架构研究报告（2024年）

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report emphasizes the growing demand for computing power driven by the digital transformation and AI advancements, highlighting the importance of all-optical networks as a foundational infrastructure for supporting computing resources [3][7] - It identifies four key demands for the development of all-optical networks in the computing era: high-quality cloud access, urban computing interconnectivity, interconnectivity between hubs, and intelligent network scheduling [9][30] - The report outlines the target architecture and key technology systems for all-optical networks, aiming to provide flexible and high-quality access to computing resources [32][50] Summary by Sections 1. High-Quality Innovation Development in the Computing Era - The report discusses the increasing requirements for computing and network integration services due to AI advancements and the need for high-quality communication networks to support distributed computing clusters [7][8] - It highlights global initiatives and policies aimed at enhancing optical network infrastructure to support digital economy growth [8] 2. Four Key Demand Characteristics of All-Optical Networks - Stability in bandwidth to support increasing data flow demands [9] - High reliability and security to ensure seamless operation of intelligent computing services [10] - Deterministic low latency to support distributed computing innovations [10] - Intelligent services for automated resource scheduling and management [10] 3. Target Architecture and Key Technologies for All-Optical Networks - The target architecture consists of four components: computing access networks (DCA), interconnect networks (DCI), data center networks (DCN), and unified scheduling systems [32] - The report emphasizes the need for high-capacity interconnects between data centers to meet the demands of large-scale AI models [27][50] 4. High-Quality Cloud Access - The report outlines the global shift towards 10Gbps optical access networks, with various countries implementing plans to enhance broadband connectivity [11][12] - It details the increasing bandwidth demands from smart homes and enterprises, driven by diverse applications and devices [12][16] 5. Urban Computing Interconnectivity - The report highlights the critical need for low-latency networks in sectors like finance, where microsecond-level latency savings are essential [23][24] - It discusses the construction of urban networks with a target latency of under 1ms to enhance real-time computing services [24] 6. Interconnectivity Between Hubs - The report notes the significant bandwidth requirements for distributed AI model training, necessitating high-capacity interconnects between data centers [25][27] - It emphasizes the importance of reliability in data center interconnect networks to minimize downtime during critical operations [29] 7. Intelligent Network Scheduling - The report discusses the integration of AI and big data technologies to enhance the operational efficiency of all-optical networks [30][31] - It outlines the goal of achieving automated and intelligent management of network resources to support diverse computing applications [31]