跳到正文
SemiAnalysis· @SemiAnalysis_ · X·· 3 小时前AI 评分26
AI 导读

Senko 在 CIOE 上展示了扩展光束背板连接器,SemiAnalysis 估算每个连接器含约 1500 根或更多光纤。光学背板将在超大规模厂商和 neocloud 最终于机架内采用光互连、连接 GPU 与交换机以实现 scale-up 时变得重要。机架内光互连用于 scale-up 在路线图上仍相当遥远,但跟踪该生态及其成熟度可反映光学 scale-up 的采用速度。

正文

Optical backplanes are gaining traction and so is the ecosystem surrounding it. Senko showcased the expanded beam backplane connector at CIOE and we estimate that there are ~1500 strands or more of fiber per connector. Optical backplanes will become relevant when hyperscalers and neoclouds eventually implement in-rack optics to connect GPUs and switches within the rack for scale-up. Granted, in-rack optics for scale-up is still rather far out in the roadmap but we think tracking the ecosystem and evaluating its maturity would be indicative of the rate of adoption of optical scale-up.

来源:SemiAnalysis · x.com