当算力不再是AI“进化”的唯一瓶颈：知名材料公司康宁的中国光通信生意

Core Viewpoint - Corning's development in China represents a transition from "product introduction" to "ecosystem cultivation," collaborating deeply with local optical module manufacturers and system integrators to establish high-density connection standards suitable for the Chinese market [1][37]. Group 1: Industry Trends and Challenges - The evolution of data centers is shifting from Scale-out (horizontal expansion) to Scale-up (vertical expansion), necessitating high-speed interconnections within single cabinets due to the exponential increase in GPU counts [11]. - The demand for high-density connections is driven by the need for efficient data exchange among thousands of GPUs, where traditional copper cables are becoming inadequate due to their physical limitations [12][5]. - The power consumption of AI cabinets has surged, with some exceeding 130 kilowatts, creating challenges for space and cooling solutions in data centers [12]. Group 2: Corning's Solutions and Innovations - Corning's expansion in Shanghai aims to introduce high-density optical connection technology for AI computing centers, significantly reducing the physical size of fibers and connectors to optimize space and improve data transmission efficiency [7][9]. - The SMF-28® Contour fiber can reduce the outer diameter from 250 microns to 190 microns, allowing for more connections in the same physical space, thus addressing engineering challenges in crowded computing clusters [13][15]. - Corning's MMC connectors produced in the Shanghai factory have a density 36 times that of traditional LC connectors, enhancing interconnectivity in data centers [15]. Group 3: Local Manufacturing and Supply Chain Strategy - The expansion of Corning's factory in Jiading signifies a deep integration of high-end manufacturing capabilities in China, enabling rapid response to local market demands [19][26]. - The local production model allows for "fast delivery" and "co-design," where Corning's technical team collaborates closely with clients to customize solutions, significantly improving deployment speed by 70% [28][30]. - This localized approach not only enhances supply chain efficiency but also positions Corning to quickly adapt to technological trends in the Chinese market [31]. Group 4: Future Outlook and Strategic Investments - Corning's ongoing investments in advanced optical communication manufacturing in China are expected to contribute to regional economic development and support the growing digital infrastructure [34][35]. - The company is preparing for future demands in long-distance data transmission, particularly with the "East Data West Computing" initiative, by developing multicore fiber technology to increase transmission capacity [35]. - Corning's proactive approach to technology cycles ensures its continued relevance and leadership in the optical communication sector, regardless of evolving technological pathways [36].