Core Insights - The development of all-optical capacity networks is crucial for the digital economy, enabling efficient access to computing power and driving digital transformation [1][2] - The China Academy of Information and Communications Technology (CAICT) emphasizes the importance of all-optical capacity as a key component for high-quality development in computing infrastructure [1][2] Industry Developments - The forum held by CAICT discussed the construction of all-optical capacity networks to support millisecond-level computing access across various industries [1][2] - Recommendations were made to enhance capacity planning, strengthen network technology, and accelerate the integration of computing and networking services [2] Technological Advancements - Telecom companies are leading the construction of all-optical capacity networks, with China Unicom and China Mobile outlining their strategies to enhance computing capabilities and expand application scenarios [4] - Internet companies are also actively developing solutions, such as edge GPU computing pools, to leverage all-optical networks for cloud computing services [4] Market Opportunities - The demand for all-optical capacity is driving companies in the optical module sector, such as Zhongji Xuchuang and NewEase, to accelerate the development of high-speed optical modules [5] - Companies like Longfei Fiber and Hengtong Optics are focusing on new fiber technologies to support long-distance, high-capacity transmission [5] Business Model Transformation - The evolution of all-optical capacity is not just a technological upgrade but also a transformation in business models, making computing power as accessible as utilities like water and electricity [6]

数字时代的"南水北调" 生活中被车主、小哥们习以为常的技术革命浪潮，在广东中南钢铁的智慧中心展现得澎湃汹涌。几道巨 大的电子监控墙，将5公里外炼钢炉的烈焰实时投射，操作员轻点键盘即可控制数百个生产节点。在全 线无人的"高三线"智能产线，算力如同隐形的钢铁指挥官，将传统工业的粗犷熔铸为精密的数字洪流。 2022年，国家批复设立全国一体化算力网络粤港澳大湾区国家枢纽节点韶关数据中心集群，韶关集群作 为华南地区唯一的国家数据中心集群，被赋予"承接广州、深圳等城市的实时性算力需求，构建辐射华 南乃至全国的实时性算力中心"的战略定位。形象地说，作为人工智能发展的基石，算力就是如今无处 不在的数字世界的"马力"，驱动着智能设备全天候运转。算力中心，是生产这种"马力"的"工厂"。算力 网，则是连接这些"数字工厂"的"高速公路"，让工厂生产出来的算力像水电一样输送使用。 而"东数西算"，则是我国优化算力资源布局的重大工程。因我国东南部用电相对紧张、西北部电力相对 富余，国家将东部大量的数据需求（如AI训练）送到西部算力中心处理。再用算力网传回结果，既缓 解东部巨大的生产压力，又能促进西部发展，堪称数字时代的"南水北调"。 全 ...