

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The white paper discusses the urgent need for high-performance networks to support the growing demands of AI and HPC, particularly in terms of scalability, stability, and performance [5][6] - It highlights the challenges faced by high-performance data center networks (HP-DCN) and high-performance wide area networks (HP-WAN) in meeting the requirements of large-scale AI model training and high-performance computing [11][23] - The report emphasizes the importance of a multi-dimensional automated operation and maintenance system to ensure network reliability and performance [17][19] - It outlines the necessity for scalable security mechanisms to protect sensitive data in increasingly large and complex network environments [21][22] Summary by Sections 1. Introduction - The introduction outlines the transformative impact of AI and HPC on network technology, emphasizing the need for enhanced network performance to support large-scale AI model training [5][6] 2. Terminology and Abbreviations - A list of relevant abbreviations and their meanings is provided, which aids in understanding the technical content of the report [7][9] 3. Key Requirements and Challenges of High-Performance Networks - High-Performance Data Center Networks (HP-DCN): The report discusses the need for ultra-large-scale networking capabilities, highlighting challenges such as switch access capacity limitations and network topology constraints [11][12] - Ultra-High Stability: Stability is crucial for distributed systems like AI and HPC, with metrics for network availability and performance consistency being essential [13][14] - Extreme Performance: The report details the need for ultra-low latency, minimal jitter, and effective high throughput to maximize cluster computing efficiency [15][16] - Multi-Dimensional Automated Operation and Maintenance: A comprehensive monitoring system is necessary to address the complexities of AI model training networks [17][18] - Scalable Security Mechanisms: The report stresses the importance of integrating security into network operations to protect sensitive data [21][22] 4. High-Performance Network Technology Architecture - Current Status and Trends: The architecture of intelligent computing center networks is evolving, with a focus on end-to-end integration to enhance performance [26][27] - ZTE's High-Performance Network Architecture: ZTE's architecture aims to support ultra-large-scale, high-throughput, and low-latency networks while ensuring operational efficiency [30][31] 5. Key Technologies for High-Performance Data Center Networks - Ultra-Large-Scale Networking Technologies: The report discusses the need for high-capacity switches and scalable routing protocols to support large GPU clusters [36][39] - Routing Protocols: Various routing protocols are evaluated for their effectiveness in large-scale intelligent computing centers, with BGP and RIFT being highlighted [48][50]