公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ：内容 编译自 tomshardware 。 不断增长的 AI GPU 集群之间对通信的极高需求，正推动着人们转向使用光进行跨网络层通信。今 年 早 些 时 候 ， Nvidia 宣 布 其 下 一 代 机 架 级 AI 平 台 将 采 用 硅 光 子 互 连 技 术 与 共 封 装 光 学 器 件 (CPO)，以实现更高的传输速率和更低的功耗。在今年的 Hot Chips 大会上，Nvidia 发布了有关其 下一代 Quantum-X 和 Spectrum-X 光子互连解决方案的更多信息，并透露了它们将于 2026 年上 市。 Nvidia 的路线图很可能与台积电的 COUPE 路线图紧密相关，后者分为三个阶段。第一代是用于 OSFP 连接器的光学引擎，可提供 1.6 Tb/s 的数据传输率，同时降低功耗。第二代将采用 CoWoS 封 装技术，并采用同封装光学器件，在主板级别实现 6.4 Tb/s 的数据传输率。第三代的目标是在处理 器封装内实现 12.8 Tb/s 的数据传输率，并进一步降低功耗和延迟。 为什么是 CPO？ 在大规模 AI 集群中，数千 ...

Core Viewpoint - The article discusses Nvidia's announcement of a co-packaged optics (CPO) switch aimed at significantly reducing power consumption in AI data centers, marking a potential breakthrough in optical networking technology [1][5][18]. Group 1: Technology Overview - The CPO switch integrates optical and electronic components to enhance bandwidth and reduce power consumption by minimizing the distance electronic signals must travel [2][4]. - Nvidia's CPO technology claims to reduce power consumption by 70%, from 30W per 1.6T pluggable transceiver to just 9W per CPO port [5][17]. - The CPO switch is designed to handle data rates of 1.6 Tb/s, utilizing micro-ring modulators (MRM) for improved power efficiency [13][17]. Group 2: Market Implications - The introduction of CPO technology is seen as a significant advancement that could lead to a reduction in the number of lasers required in AI data centers by 75%, thus saving substantial energy [18][19]. - Nvidia's CPO switch is expected to enhance the reliability of data transmission by 63% and improve the ability to withstand network interruptions by 10 times [18]. - The company plans to launch two types of switches, Spectrum-X and Quantum-X, with Quantum-X expected to be available later this year [19]. Group 3: Competitive Landscape - Other companies, such as Broadcom, are also developing CPO switches, but Nvidia's approach with micro-ring modulators differs fundamentally from Broadcom's use of Mach-Zehnder modulators [20][24]. - Micas Networks has announced a 51.2T product based on Broadcom's CPO platform, which offers a 50% reduction in power consumption [22][23]. - The competition in the CPO market is intensifying, with various companies exploring different optical technologies to meet the growing demands of data centers [20][22]. Group 4: Future Developments - Nvidia is actively researching new optical technologies to enhance the scalability of its networking solutions, with plans for future integration of optical interconnects into GPUs [28][29]. - The company is collaborating with multiple partners, including TSMC and Coherent, to optimize the technology for AI data center needs [19][14]. - The ongoing development of CPO technology is expected to lead to further innovations in optical networking, potentially transforming data center architectures [26][28].