Core Insights - The rapid growth of AI applications, such as large model training and smart driving, is driving the demand for ultra-high bandwidth, low latency, and high reliability in network transmission solutions, leading to the emergence of "all-optical capacity" as a core infrastructure for the digital economy [1][2][3] Industry Trends - The demand for computing power is expected to grow significantly, with China's intelligent computing power projected to reach 1,037.3 EFLOPS by 2025, a 43% increase, and 2,782 EFLOPS by 2028, with a compound annual growth rate exceeding 40% [2] - The integration of optical technology into the entire computing power chain is essential to overcome traditional network limitations in bandwidth, latency, and reliability [2][3] Company Developments - Major companies like China Unicom and China Mobile are actively enhancing their optical networks to support low-latency computing, with initiatives such as the "AINet" and "Jiuzhou" projects aimed at improving capacity and coverage [4][5] - Huawei is promoting the "Optical Intelligence Integration" concept, focusing on building a millisecond-level capacity foundation through advanced optical network technologies [5] Market Performance - The optical module sector is experiencing significant growth, with companies like Zhongji Xuchuang reporting a 46% year-on-year increase in optical communication module sales, driven by strong demand for high-end products [6] - NewEase achieved remarkable revenue growth of 282.64% year-on-year in the first half of 2025, indicating a robust market for optical modules [7]

Core Insights - The 2025 China International Information and Communication Exhibition highlighted the critical phase of deep integration between all-optical capacity and computing networks, emphasizing "low latency, high reliability, and wide adaptability" as industry consensus [1][2] - The demand for computing power is surging due to various digital applications, making all-optical capacity a fundamental support for the development of the digital economy [1] - The goal of current all-optical capacity development is to promote continuous innovation and facilitate the deep integration of computing power across industries [1] Industry Developments - The three major telecom operators in China are transitioning from "network deployment" to "network optimization," with China Unicom developing "Computing Power Intelligent Network AINet," China Mobile upgrading its "Jiuzhou" computing optical network, and China Telecom advancing its All-Optical Network 3.0 [2] - China Telecom's All-Optical Network 3.0 strategy aims for deep integration of optical networks and cloud resources, creating an efficient and intensive all-optical connection base for computing, storage, and transport resources [2] Technological Innovations - "Optical Intelligence Dual Empowerment" is identified as a key direction for overcoming the bottlenecks in the integration of computing and networking [2] - Huawei's AI-OTN focuses on "Optical Intelligence Integration" to establish a millisecond-level capacity base, enabling on-demand access to computing power and integrating intelligent technologies into optical networks for advanced self-intelligence evolution [2] Reports and Standards - The China Academy of Information and Communications Technology released several reports, including the "Computing Network Carrying Capacity Index Assessment Report (2025)" and the "High-Quality All-Optical Computing Power Dedicated Line Research Report (2025)" [3] - The reports emphasize actions to promote millisecond interconnection of computing centers, millisecond access to computing resources, and millisecond availability of computing applications, enhancing the end-to-end connectivity capabilities of networks [3]

Core Insights - The 2025 China Computing Power Conference showcased significant breakthroughs in computing power, including the "Jiuzhou" computing power optical network developed by China Mobile, achieving 10 EFLOPS, capable of performing 100 trillion calculations in one second [1] - The conference highlighted ten major advancements in China's computing industry, focusing on both core underlying technologies and ecological solutions that enhance efficiency and sustainability [1][2] - These advancements are expected to drive GDP growth by over 12.6 billion yuan, indicating a strong economic impact from the computing power sector [1] Group 1: Major Breakthroughs - China Mobile's "Jiuzhou" optical network is the world's largest 400G all-optical inter-provincial backbone network [1] - Shanxi Qineng's integrated platform for computing and electricity saves 10 million yuan in electricity costs annually and reduces carbon emissions by 100,000 tons [1] - Super Fusion's FusionOne AI solution enables rapid deployment of AI applications, with over 500 projects already implemented [1] Group 2: Collaborative Technologies - China Telecom's "Wide-area Intelligent Computing Lossless Networking Technology" allows efficient collaboration between distant data centers [2] - China Unicom's "Distributed Training and Inference Key Technology" ensures efficient and secure AI training while protecting data privacy [2] - Lenovo's "Comprehensive Large Model Training and Inference Solution" enhances model inference performance by ten times and enables rapid fault recovery [2] Group 3: Ecosystem Development - Alibaba Cloud's heterogeneous GPU cloud platform facilitates collaboration among different brands of domestic GPUs, supporting over 100 major projects [2] - ZTE's intelligent computing supernode system enables large-scale high-speed interconnection of domestic GPU cards, supporting training of models with over one trillion parameters [2] - Shanghai AI Laboratory's DeepLink solution allows large-scale mixed training across provinces, optimizing national computing resources [2][3]