10月28日，在NVIDIA华盛顿GTC大会上，黄仁勋带着他的一系列"新品"，又一次拉高了股价。其中， 他正式发布了名为NVQLink的新型互联架构，并宣布了与美国能源部（DOE）在构建AI超算方面的重大 合作，勾勒出一幅由"加速计算+AI+量子计算"三大平台共同驱动的未来科研图景。 我们先来客观分析下英伟达的量子新产品，从别人家的热闹背后，看看目前我们跟美国是否真的走到了 一个分岔口，下一个路口，我们是否还能碰到？ 当前的量子计算还是处于NISQ时代，无论这些先进的量子处理器展示了多强的超越经典计算机的潜力， 但还是逃不过"物理比特数有限"这个"硬伤"，因此极易受到环境干扰产生错误。这种内在的不稳定性正 是量子计算走向实用化的最大障碍。 为何需要新的链路？ 了解到这里，我们心中不禁好奇，那在NVQLink推出之前，传统的量子处理器与AI超算是通过什么进行 互联？它的效果能够到达什么样的水平？ 在NVQLink出现之前，现有的高性能计算（HPC）互联技术无法满足QEC苛刻的实时性要求。 为了克服这一限制，实现容错通用量子计算(FTQC)，唯一的途径是采用量子纠错(QEC)机制。QEC通过 将多个易出错的物理比 ...

Core Insights - The article discusses the growing importance of integrated semiconductor optical modules, specifically On-Board Optical (OBO), Near-Package Optical (NPO), and Co-Packaged Optical (CPO) solutions, which are expected to see a compound annual growth rate of 50% in shipment volume by 2033 [2][4]. Group 1: Market Trends - Integrated optical solutions are significantly improving transmission capacity and processing for AI systems, providing higher bandwidth at lower power consumption [2][4]. - The transition from copper to optical solutions is anticipated to lead to a non-linear performance enhancement, with potential performance increases of up to 80 times compared to existing solutions [7]. Group 2: Key Players and Future Projections - Major companies like NVIDIA, Intel, Marvell, and Broadcom are currently leading the development of CPO technology, which is expected to drive substantial revenue growth and shipment volume by 2027 [4]. - By 2033, it is projected that over half of the revenue and shipment volume will come from integrated semiconductor optical I/O solutions [4].