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瑞银半导体论坛:CPO趋势今年“尤为清晰”,博通称“28年功耗将充分优化,替代铜连接”
Hua Er Jie Jian Wen· 2025-09-13 05:32
Core Insights - UBS identifies Co-Packaged Optics (CPO) as a critical path for AI infrastructure upgrades, driven by rising power consumption in AI data centers and limitations of copper cabling [1][4] Group 1: CPO Technology Trends - CPO technology is becoming increasingly clear in 2023, with industry experts predicting significant power optimization milestones by 2028 [1] - Broadcom's Tzu Hao Chow states that the energy consumption of CPO is currently above 10 picojoules per bit (pJ/bit), but it is expected to drop below this threshold by mid-2028 and reach 5 pJ/bit by 2029, enabling large-scale deployment [2][3] Group 2: AI Data Center Power Consumption - Ayar Labs highlights the exponential growth in AI training tasks, predicting that Meta's new Hyperion data center will consume 2 GW by 2030 and 5 GW by 2035, which is equivalent to the total electricity consumption of Louisiana [4] - The company aims to keep the power consumption of a 576 GPU system under 100 kW, even when expanded to 2048 GPUs by 2029 [6] Group 3: Technological Advancements - Lumentum emphasizes its expertise in compound semiconductor materials and high-power lasers, which are essential for the next-generation 3.2T optical interfaces [5][7] - Lumentum's latest PAM4 modulation lasers and distributed feedback modulators are foundational for the upcoming optical interfaces, while their VCSEL lasers have demonstrated high reliability and low cost for short-distance interconnects [7]