二、FPGA在十大趋势中的机遇点 1. 概述 Gartner每年面向CIO/CTO发布《十大关键战略技术趋势》报告，为企业机构技术变革、业务转型决策提供未来五年可能带来重大变革与机遇的技术路线参 照。2026年版将趋势划分为Architect（架构者）、Synthesist（整合者）、Vanguard（守卫者）三大类，围绕AI平台与基础设施、AI应用与编排，以及安全与 信任治理三条主线展开。 Gartner 2026十大关键技术趋势图示 本文旨在结合公开资料与典型案例，系统分析FPGA在这十大趋势中的关联度及潜在机遇点，为相关技术布局与产品规划提供参考。 | 月 | 类别 | 趋势名称 | 与 FPGA 技术关联度 | 机会评估 | | --- | --- | --- | --- | --- | | 를 | | | | | | 2 | | AI 原生开发平台 | 硬件语言 AI 开发平台、FPGA 作为原 型验证核心器件 | ★★★☆ | | | 架构师 | AI 超级计算平台 | 异构算力体系中的可编程加速层、数 | ★★★★★ | | | | | 据预处理与可编程网络 | | | 3 | | 机密计算 | ...

Core Insights - NVIDIA has launched NVQLink, a new interconnect architecture aimed at enhancing quantum computing capabilities by tightly coupling GPU computing with quantum processors, thereby facilitating accelerated quantum supercomputing [3][12] - The introduction of NVQLink signifies a strategic move towards establishing a robust infrastructure for fault-tolerant quantum computing (FTQC), leveraging NVIDIA's existing GPU technology and CUDA-Q ecosystem [18][20] NVQLink Overview - NVQLink is an open system architecture designed to provide low-latency and high-throughput connections necessary for large-scale quantum computing and quantum error correction (QEC) [3][5] - The architecture has garnered support from 17 quantum processing unit (QPU) manufacturers, 5 control system manufacturers, and 9 U.S. national laboratories, positioning NVIDIA as a central player in the quantum-AI integration market [5][13] Technical Specifications - NVQLink achieves a round-trip latency of less than 4 microseconds, which is critical for effective QEC cycles, ensuring that feedback and measurement processes occur within the coherence time of quantum bits [8][12] - The architecture emphasizes the need for deterministic and reliable feedback times, which are essential for maintaining the integrity of quantum information [6][9] Competitive Landscape - Prior to NVQLink, existing high-performance computing interconnect technologies like traditional NVLink and InfiniBand were inadequate for meeting the stringent real-time requirements of QEC [7][8] - NVQLink's open architecture allows for seamless integration with existing systems, enabling developers to focus on QEC algorithms rather than designing different acceleration interfaces for various QPU technologies [17][19] Strategic Implications - The launch of NVQLink represents a significant advancement in the U.S. quantum computing landscape, establishing a clear divide between U.S. and Chinese technological ecosystems, with the former focusing on a "computational ecosystem" while the latter remains in a "physical ecosystem" [18][20] - The competitive advantage held by U.S. tech giants like NVIDIA, IBM, and Google in defining quantum technology standards is crucial for maintaining global leadership in the quantum computing industry [19][20]

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].