顶级资本罕见联手押注光互连，光联芯科加速AI算力底层革命

Core Viewpoint - The investment in Guanglian Xinke, a company specializing in Optical Input/Output (OIO) technology, signals a significant shift in the underlying structure of AI computing power, with the potential to redefine the industry landscape [2][3][31]. Group 1: Investment and Market Dynamics - Guanglian Xinke has completed multiple rounds of financing in less than two years, indicating strong investor confidence and a rapid acceleration in the commercialization of its OIO technology [2][3]. - The collaboration of two top-tier investment firms in this financing round highlights the growing interest in the optical interconnect chip sector, which is seen as a critical component for the future of computing [3][26]. - The optical module industry is expected to reach new heights by 2025, with companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication gaining significant market attention [6]. Group 2: Technological Advancements - OIO technology represents a leap from electrical to optical connections between chips, addressing inefficiencies in data transfer that currently consume over 90% of energy in large AI models [8][12]. - The transition to optical interconnects is crucial as traditional copper connections face physical limitations, leading to increased energy consumption and reduced effective transmission distances [13][16]. - Guanglian Xinke's OIO solution aims to enhance bandwidth by two orders of magnitude while simultaneously reducing energy consumption by the same factor, significantly lowering operational costs for data centers [16][21]. Group 3: Strategic Positioning and Future Outlook - The company is positioned to leverage China's advantages in the optical module and packaging sectors, which can lead to cost reductions and scalable deployment of its technology [19][21]. - Guanglian Xinke's strategy emphasizes a shift from merely increasing chip performance to optimizing system-level efficiency, potentially allowing domestic chips to surpass competitors like NVIDIA in terms of overall system performance [18][24]. - The vision for the future includes a nationwide optical interconnect network that will redefine the competitive landscape of AI computing in China, moving from a "chip stacking" approach to a "light interconnect" paradigm [31].