全球AI光收发模块市场正迅速扩张，预计2026年规模将达260亿美元，年增幅超57%。增长主要受AI数据中心建设加速驱动，推动光通信供应链结构性重组，尤其带动800G以上高速模块需求激增。
思科发布新型路由器Cisco8223，采用自研Silicon One P200 ASIC，传输速度达51.2Tbps。结合800Gbps相干光学技术，支持最远1000公里连接，帮助数据中心运营商突破电力和容量限制，将现有设施整合为统一计算集群。
["1、博通在ECOC 2023上发布5纳米200G/通道PAM芯片BCM85822","2、该芯片集成激光驱动器,采用PAM-4调制,性能领先","3、BCM85822可实现51.2T交换容量,提升数据中心网络密度","4、新芯片助力实现电气和光纤均为200G的目标","5、BCM85822有助AI工作负载从800G迁移到1.6T"]
Alibaba
$2
输入tokens/百万
-
输出tokens/百万
256
上下文长度
Baidu
32
Tencent
$0.5
224
4
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