128×128矩阵规模光计算芯片
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AI算力饥渴和高能耗困局谁来解?两位95后创始人用相变材料光计算构建新范式
机器之心· 2025-10-28 04:31
Core Viewpoint - The article discusses the transformative impact of artificial intelligence (AI) on global industry, highlighting the critical role of computing power and the emerging challenges in energy consumption and efficiency as AI demand surges [3][22]. Group 1: Industry Context - The demand for AI computing power is doubling approximately every 3.4 months, leading to a significant imbalance between supply and demand, which is straining energy resources [3]. - The International Energy Agency reported that data centers consumed 415 terawatt-hours (TWh) of electricity globally in 2024, accounting for 1.5% of total global electricity consumption, with projections to double to 945 TWh by 2030 [3]. Group 2: Technological Innovation - Optical computing is emerging as a promising solution to address the computing power crisis, leveraging the inherent advantages of light, such as speed, high performance, and low power consumption [5]. - Guangbenwei Technology has developed the world's first 128×128 matrix optical computing chip, which overcomes previous limitations in matrix scale and integrates storage and computing capabilities [5][12]. Group 3: Company Background - Guangbenwei Technology was founded in April 2022 by two young entrepreneurs, 熊胤江 and 程唐盛, who aimed to commercialize optical computing technology and address real-world challenges through innovation [9][10]. - The company faced significant challenges during its early stages, including limited funding that only allowed for a single chip production run, necessitating a focus on proving both technical feasibility and market value [10]. Group 4: Product Development and Strategy - The company is advancing its product commercialization efforts, with plans to deliver its first generation of optical-electronic integrated computing cards to downstream users [14]. - Guangbenwei Technology is collaborating with domestic silicon photonics production lines and major internet companies to develop customized products and participate in the construction of smart computing centers [15]. Group 5: Future Prospects - The integration of optical computing into AI applications is expected to redefine computing paradigms, potentially leading to low-carbon or even zero-carbon AI model training and inference [22]. - The vision for the future includes creating efficient "smart computing centers" that significantly reduce energy consumption and environmental impact, enhancing the overall value of the intelligent era [22].