美国半导体：用光子技术拓展-AI光互连入门指南-US Semiconductors Scaling AI with Photons Primer on Optical Interconnects

Accessible version US Semiconductors Industry Overview As role of optics in AI grows, TAM reaches $73bn by CY30 AI data center networking trends are accelerating towards higher bandwidth and data rate speeds (doubling every two years), low latency, dense clusters (100Ks of XPUs) for training and inference, longer distances (10m to 10km), and complex architectures for scale-out and scale-up domains. We believe these challenges put the optical communications industry in a strong position to benefit, especiall ...