全球AI光收發模塊市場正迅速擴張，預計2026年規模將達260億美元，年增幅超57%。增長主要受AI數據中心建設加速驅動，推動光通信供應鏈結構性重組，尤其帶動800G以上高速模塊需求激增。
思科發佈新型路由器Cisco8223，採用自研Silicon One P200 ASIC，傳輸速度達51.2Tbps。結合800Gbps相干光學技術，支持最遠1000公里連接，幫助數據中心運營商突破電力和容量限制，將現有設施整合爲統一計算集羣。
["1、博通在ECOC 2023上發佈5納米200G/通道PAM芯片BCM85822","2、該芯片集成激光驅動器,採用PAM-4調製,性能領先","3、BCM85822可實現51.2T交換容量,提升數據中心網絡密度","4、新芯片助力實現電氣和光纖均爲200G的目標","5、BCM85822有助AI工作負載從800G遷移到1.6T"]
Alibaba
$2
輸入tokens/百萬
-
輸出tokens/百萬
256
上下文長度
Baidu
32
Tencent
$0.5
224
4
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