AI Infrastructure Enters a New Race of 'Optoelectronic Integration' | WAIC Observations

① AI infrastructure is entering a new phase of competition centered on 'optoelectronic integration,' with a notably increased presence of photonic technologies during this year's WAIC; ② Currently, NPO is regarded by the industry as a more pragmatic technical approach for domestically developed GPUs to build super-nodes, the commercialization of CPO is accelerating, and optical computing is entering its market penetration phase; ③ Industrial collaboration capabilities are becoming critical to the development of optoelectronic computing power.

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Supernodes make their physical debut—this sector is quietly shifting gears!

The computing power race has adopted a new approach.

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Gigawatt-scale AI computing centers accelerate deployment: How to overcome curtailment challenges and close the industrial loop?

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