华泰证券 Google集群拆解 2025年11月 谢春生 SAC NO. S0570519080006 | SFC NO. BQZ938 目 录 1. Google集群的Scale up: 3D结构 2. Google集群的Scale up光互联：光路交换机 3. TPU集群内，光路交换机和光模块占比 4. Google集群的Scale out 1 Google: Scale up与Scale out Ironwood Superpod & Max-scale Cluster Traffic Type Interface Intra-Superpod Computation ICI(Inter-Chip Interconnect) 1.5x-10x Scaling across all the critical vectors: FLOPs, HBM BW, ICI NIC/s Inter-Superpod Computation BW NIC/s Data Ingestion and Storage <-> Superpod Data Center Scale-Out Network Aux Compute ...