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光互连:赋能人工智能基础设施的未来.pdf

上传人: 明**** 编号:1011333 2025-12-21 17页 1.43MB

1、Roy RubensteinConsultant,LightCountingComputing Meets Optical Communications:A ConfluenceComputing Meets Optical Communications:A ConfluenceRoy Rubenstein,Consultant,LightCountingSPECIAL FOCUS01:Optics:The big picture02:Developments:Scale up and scale out03:Barriers:what matters-expanded 04:LightCou

2、ntings take05:Reflections06:Call to actionOutline“What we are seeing is a new renaissance for new architectures”Amin Vahdat,Google Fellow and VP of Engineering,Executive Forum,OFC 2025 Context:Computational demand is growing 10 x a year.for each of the last 8 years.Networking has become the bottlene

3、ck to achieve the scale required.Optics is playing a key role here:pluggables,co-packaged optics,and optical circuit switches.An inflection point:optics is getting integrated into the semiconductor world,driven by the dramatic growth in computing demands.01:Photonics renaissance moment?01:Optics:In

4、a state of fluxGPU&OpticsData center:Inside&campusmm,cm,m,10m,100m2km,10km20km80-120kmCoherent pluggables100s-1000s kmULH,submarine100ZR400ZR,800ZR,1600ZR3200ZR?Coherent embeddedCoherent-litePluggables800G,1.6TPath to 3.2TMulticore transceiversOCSesOptical I/OCPOCPCmicroLedsVCSELsTHz wireOCSesData c

5、enter:Metro to WAN Hollow-core fibermulticore fiber1.6TKeyOverlap push direction To meet the huge scaling challenges across all levels of compute(xPU,memory,and I/O)requires scaling up and scaling out the computing architectures:Scale-up:copper for nowpartitioning the workload across multiple xPUs w

6、ith the goal of achieving linear scaling(to appear as one large virtual xPU)Classical definition:getting an upgraded box to replace the existing oneScale-out:optics To achieve an architecture of 10,000s and 100,000s of xPUs(typically using InfiniBand or Ethernet,optical transceivers,co-packaged opti

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根据报告的内容,全文主要内容概括如下: 1. **计算需求增长**:计算需求每年增长10倍,网络成为瓶颈,光学技术发挥关键作用。 2. **光学技术发展**:从100G到400G、800G、1600G,甚至3200G,光学技术不断升级。 3. **计算架构升级**:通过“Scale-up”(升级现有设备)和“Scale-out”(扩展设备数量)来应对计算挑战。 4. **光学技术挑战**:包括功耗、带宽密度、成本和可靠性。 5. **市场预测**:到2030年,CPO和光学I/O将在规模升级中大量使用。 6. **AI驱动**:AI推动网络带宽需求,光学技术成为半导体行业的一部分。 7. **不确定性**:贸易战和去全球化可能影响光学行业增长。 核心数据: - 2025年,800G主要由美国云公司消费。 - 2025年,Broadcom的Tomahawk 6和1.6T 3nm DSPs的延迟影响了1.6T的预测。
AI如何引领?" 铜线还是光子?" 半导体新篇章?"
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