通信行业：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 to support this demand [3][7] - It identifies four key demands for the all-optical network in the computing era: high-quality cloud access, urban computing interconnectivity, interconnectivity between hubs, and intelligent network scheduling [3][9] - The report outlines the target architecture and key technology systems for the all-optical network, aiming to provide flexible and high-quality access to computing resources [30][31] 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 to enhance optical network infrastructure as a foundation for digital economy development [7][8] 2. Four Key Demand Characteristics of the All-Optical Network - The report identifies four characteristics: stable high bandwidth, high reliability and security, deterministic low latency, and intelligent services [9][10] - It emphasizes the need for the all-optical network to evolve towards ultra-large bandwidth and ultra-low latency to meet the demands of various applications [9][10] 3. Target Architecture and Key Technologies of the All-Optical Network - The target architecture consists of four components: computing access network (DCA), interconnect network (DCI), data center network (DCN), and unified scheduling system [30][31] - The report outlines the importance of high-quality access and interconnectivity to enhance the efficiency of computing resource utilization [30][31] 4. High-Quality Cloud Access - The report discusses the global shift towards 10Gbps optical access networks, with various countries implementing plans to enhance broadband connectivity [11][12] - It highlights the increasing demand for high-bandwidth home networks driven by diverse applications and devices [12][16] 5. Urban Computing Interconnectivity - The report emphasizes the critical need for low-latency networks in sectors like finance, where microsecond-level latency savings are significant [22][23] - It discusses the requirements for cloud service providers to maintain low latency between availability zones [22][23] 6. Interconnectivity Between Hubs - The report notes the surge in demand for distributed computing clusters due to the training of large AI models, necessitating high-capacity interconnects between data centers [24][25] - It highlights the need for high reliability in data center interconnect networks to minimize downtime during model training [27] 7. Intelligent Network Scheduling - The report discusses the integration of AI and big data technologies to enhance the efficiency of network operations and resource management [28][29] - It emphasizes the importance of intelligent scheduling for optimizing computing resource allocation and service delivery [28][29]