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\u5173\u7a0e\u98ce\u9669\u6d88\u9664\uff1a\u7f8e\u56fd\u66f4\u65b0\u7684\u5173\u7a0e\u653f\u7b56\u660e\u786e\u8c41\u514d\u4e86\u4ece\u6cf0\u56fd\u3001\u9a6c\u6765\u897f\u4e9a\u7b49\u5730\u51fa\u8d27\u7684\u5149\u6a21\u5757\uff0c\u6d88\u9664\u4e86\u5e02\u573a\u5bf9\u51fa\u8d27\u524d\u666f\u7684\u4e00\u5927\u62c5\u5fe7\u3002<\/p>\n

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\u4f9b\u5e94\u7d27\u7f3a\u6210\u5c31\u7ade\u4e89\u4f18\u52bf<\/p>\n

\u76ee\u524d\u884c\u4e1a\u6b63\u9762\u4e34\u4e0a\u6e38\u7ec4\u4ef6\uff08\u5982200G EML\u6fc0\u5149\u5668\uff09\u548c\u5149\u6a21\u5757\u81ea\u8eab\u4ea7\u80fd\u7684\u7d27\u5f20\u5c40\u9762\u3002<\/p>\n

\u62a5\u544a\u6307\u51fa\uff0c\u4e2d\u9645\u65ed\u521b\u548cFabrinet\u5747\u662f1.6T\u6536\u53d1\u5668\u7684\u9996\u6279\u4f9b\u5e94\u5546\uff0c\u4f46Fabrinet\u4e3b\u8981\u4f9b\u5e94\u57fa\u4e8eEML\u7684\u4ea7\u54c1\uff0c\u800c\u4e2d\u9645\u65ed\u521b\u4e3b\u8981\u4f9d\u8d56\u7845\u5149\u6280\u672f\u3001\u4e0d\u4f9d\u8d56EML\u3002<\/p>\n

\u56e0\u6b64\u4e0a\u6e38\u7ec4\u4ef6200G EML\u6fc0\u5149\u5668\u7684\u77ed\u7f3a\u53ef\u80fd\u9650\u5236Fabrinet\u76841.6T\u51fa\u8d27\u589e\u957f\uff0c\u8fd9\u5c06\u8fdb\u4e00\u6b65\u5de9\u56fa\u4e2d\u9645\u65ed\u521b\u7684\u5e02\u573a\u5730\u4f4d\u3002<\/p>\n

\u6b64\u5916\uff0c\u4e2d\u9645\u65ed\u521b\u57281.6T\u4ea7\u54c1\u4e0a\u5df2\u9886\u5148\u7ade\u4e89\u5bf9\u624bCoherent\uff08COHR\uff09\u4e00\u4e2a\u5b63\u5ea6\u5b9e\u73b0\u653e\u91cf\u3002\u5728\u9700\u6c42\u5f3a\u52b2\u7684\u80cc\u666f\u4e0b\uff0c\u62e5\u6709\u5145\u8db3\u4ea7\u80fd\u548c\u6280\u672f\u4f18\u52bf\u7684\u4f9b\u5e94\u5546\u5c06\u663e\u8457\u53d7\u76ca\u3002<\/p>\n

\u6570\u636e\u663e\u793a\uff0c\u4e2d\u9645\u65ed\u521b\u5728\u6cf0\u56fd\u62e5\u67097000-8000\u540d\u5458\u5de5\uff0c\u65b0\u6613\u76db\u4e5f\u62e5\u6709\u8d85\u8fc75000\u540d\u5458\u5de5\uff0c\u5747\u9886\u5148\u4e8e\u4e3b\u8981\u7ade\u4e89\u5bf9\u624bCoherent\u7684\u9a6c\u6765\u897f\u4e9a\u5de5\u53823000+\u5458\u5de5\u89c4\u6a21\u3002<\/p>\n

\u5173\u7a0e\u653f\u7b56\u660e\u6717\uff0c\u5e74\u5747\u4ef7\u683c\u4e0b\u8dcc\u8d8b\u7f13<\/p>\n

\u6b64\u524d\u5e02\u573a\u4e00\u76f4\u62c5\u5fe7\uff0c\u8fd9\u4e24\u5bb6\u5bf9\u7f8e\u9500\u552e\u655e\u53e3\u5de8\u5927\u7684\u516c\u53f8\u4f1a\u56e0\u8d38\u6613\u6469\u64e6\u800c\u5931\u53bb\u5e02\u573a\u4efd\u989d\u3002<\/p>\n

\u4f46\u6700\u65b0\u7684\u7f8e\u56fd\u5173\u7a0e\u653f\u7b56\u660e\u786e\uff0c\u4ece\u6cf0\u56fd\u6216\u9a6c\u6765\u897f\u4e9a\uff08\u4e24\u5bb6\u516c\u53f8\u7684\u4e3b\u8981\u6d77\u5916\u751f\u4ea7\u57fa\u5730\uff09\u51fa\u8d27\u5219\u53ef\u8c41\u514d\u3002<\/p>\n

\u7531\u4e8e\u5173\u7a0e\u6210\u672c\u901a\u5e38\u7531\u5ba2\u6237\u627f\u62c5\uff0c\u8fd9\u4e00\u653f\u7b56\u4f7f\u5f97\u4e24\u5bb6\u516c\u53f8\u7684\u6d77\u5916\u4ea7\u80fd\u6781\u5177\u7ade\u4e89\u529b\uff0c\u5e02\u573a\u4efd\u989d\u4e22\u5931\u7684\u98ce\u9669\u56e0\u6b64\u964d\u4f4e\u3002<\/p>\n

\u9ad8\u76db\u6b64\u524d\u9884\u6d4b\u884c\u4e1a\u5e74\u5747\u4ef7\u683c\uff08ASP\uff09\u6bcf\u5e74\u5c06\u4e0b\u964d20%\uff0c\u4f46\u73b0\u5728\u4fee\u6b63\u4e3a\u57282025-2027\u5e74\u671f\u95f4\u6bcf\u5e74\u4ec5\u4e0b\u964d15%\u3002\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u4e24\u65b9\u9762\uff1a<\/p>\n

\u4e00\u662f\u4f9b\u5e94\u6301\u7eed\u7d27\u5f20\uff0c<\/p>\n

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\u5982\u679c\u672a\u6765\u6240\u6709\u5173\u7a0e\u4e0d\u786e\u5b9a\u6027\u5168\u90e8\u79fb\u9664\uff0c\u9274\u4e8e\u5f3a\u52b2\u7684\u9700\u6c42\uff0c\u9ad8\u76db\u751a\u81f3\u9884\u8ba1ASP\u5e74\u964d\u5e45\u53ef\u80fd\u4ec5\u4e3a10%\u3002\u4ef7\u683c\u97e7\u6027\u5c06\u76f4\u63a5\u8f6c\u5316\u4e3a\u66f4\u9ad8\u7684\u6536\u5165\u548c\u5229\u6da6\u7387\u3002<\/p>\n

\u57fa\u4e8e\u6b64\uff0c\u9ad8\u76db\u5bf9\u4e2d\u9645\u65ed\u521b2025-2027\u5e74\u7684\u51fa\u8d27\u91cf\u9884\u671f\u6700\u9ad8\u4e0a\u8c03\u4e8636%\uff0c\u5e76\u4e0a\u8c03\u4e86\u4e24\u5bb6\u516c\u53f8\u7684ASP\u9884\u671f\u3002<\/p>\n

\u589e\u957f\u7684\u53ef\u6301\u7eed\u6027\uff1a\u8fdc\u4e0d\u6b62\u77ed\u671f\u5229\u597d<\/p>\n

\u9488\u5bf9\u5e02\u573a\u5bf9\u884c\u4e1a\u5468\u671f\u6027\u7684\u62c5\u5fe7\uff0c\u9ad8\u76db\u7ed9\u51fa\u4e86\u4e00\u4e2a\u5f3a\u6709\u529b\u7684\u957f\u671f\u589e\u957f\u903b\u8f91\uff1a\u5149\u6a21\u5757\u5728AI\u57fa\u7840\u8bbe\u65bd\u4e2d\u7684\u4ef7\u503c\u5360\u6bd4\u6b63\u5728\u6301\u7eed\u63d0\u5347\u3002<\/p>\n

\u9ad8\u76db\u7684\u5206\u6790\u663e\u793a\uff0c\u5149\u6a21\u5757\u4e0eGPU\u7684\u201c\u7ed1\u5b9a\u7387\u201d\u6b63\u4e0d\u65ad\u6500\u5347\u3002\u4ee5\u6bcf\u7f8e\u5143GPU\u652f\u51fa\u6240\u9700\u914d\u5957\u7684\u5149\u6a21\u5757\u652f\u51fa\u8ba1\u7b97\uff1a<\/p>\n

H100 GPU\u65f6\u4ee3\uff1a\u9700\u8981 $0.07 \u7684\u5149\u6a21\u5757\u652f\u51fa\u3002<\/p>\n

GB200\/GB300 GPU\u65f6\u4ee3\uff1a\u9700\u8981 $0.09 \u7684\u5149\u6a21\u5757\u652f\u51fa\u3002<\/p>\n

\u4e0b\u4e00\u4ee3Rubin Ultra GPU\u65f6\u4ee3\uff1a\u9884\u8ba1\u9700\u8981 $0.12 \u7684\u5149\u6a21\u5757\u652f\u51fa\u3002<\/p>\n

\u8fd9\u4e00\u6301\u7eed\u589e\u957f\u7684\u8d8b\u52bf\uff0c\u53e0\u52a0\u4ece800G\u52301.6T\uff0c\u518d\u5230\u672a\u67653.2T\u7684\u4ea7\u54c1\u5347\u7ea7\u5468\u671f\uff0c\u5c06\u4e3a\u4e2d\u9645\u65ed\u521b\u548c\u65b0\u6613\u76db\u7684\u6536\u5165\u589e\u957f\u63d0\u4f9b\u5f3a\u52b2\u4e14\u53ef\u6301\u7eed\u7684\u652f\u6491\uff0c\u6709\u6548\u5bf9\u51b2\u4e86\u5e02\u573a\u62c5\u5fc3\u7684\u884c\u4e1a\u5468\u671f\u6027\u98ce\u9669\u3002<\/p>\n

\u201c\u4f9d\u7136\u4e0d\u8d35\u201d\uff1a\u66b4\u6da8\u540e\u7684\u4f30\u503c\u5408\u7406\u6027\u5206\u6790<\/p>\n

\u5c3d\u7ba1\u80a1\u4ef7\u5927\u5e45\u4e0a\u6da8\uff0c\u9ad8\u76db\u8ba4\u4e3a\u4e24\u5bb6\u516c\u53f8\u7684\u4f30\u503c\u4ecd\u672a\u5145\u5206\u53cd\u6620\u5176\u589e\u957f\u6f5c\u529b\u3002<\/p>\n

\u9ad8\u76db\u4ee5\u5f53\u524d\u80a1\u4ef7\u8ba1\u7b97\uff0c\u65b0\u6613\u76db\u548c\u4e2d\u9645\u65ed\u521b\u76842026\u5e74\u9884\u671f\u5e02\u76c8\u7387\uff08P\/E\uff09\u5206\u522b\u4e3a19\u500d\u548c23\u500d\uff0c2027\u5e74\u9884\u671fP\/E\u5206\u522b\u4e3a15\u500d\u548c18\u500d\u3002<\/p>\n

\u8fd9\u4e0e\u4e24\u5bb6\u516c\u53f8\u81ea2021\u5e74\u4ee5\u6765\u7684\u5386\u53f2\u5e73\u5747\u6c34\u5e73\uff0819\u500d\/22\u500d\uff09\u57fa\u672c\u4e00\u81f4\uff0c\u9ad8\u76db\u8ba4\u4e3a\u8fd9\u4e00\u4f30\u503c\u201c\u4f9d\u7136\u4e0d\u8d35\u201d\u3002<\/p>\n

\u4e3a\u4e86\u9a8c\u8bc1\u5176\u76ee\u6807\u4ef7\u7684\u5408\u7406\u6027\uff0c\u9ad8\u76db\u8fdb\u884c\u4e86\u4e00\u9879\u957f\u671f\u76c8\u5229\u9884\u6d4b\u3002<\/p>\n

\u6a21\u578b\u663e\u793a\uff0c\u8003\u8651\u52303.2T\u4ea7\u54c1\u5347\u7ea7\u548cCPO\u6280\u672f\u7684\u6f5c\u5728\u5f71\u54cd\uff0c\u4e24\u5bb6\u516c\u53f8\u7684\u51c0\u5229\u6da6\u9884\u8ba1\u5c06\u57282029\u5e74\u8fbe\u5230\u9876\u5cf0\uff0c\u5176\u4e2d\u4e2d\u9645\u65ed\u521b\u5cf0\u503c\u5229\u6da6\u7ea6400\u4ebf\u4eba\u6c11\u5e01\uff0c\u65b0\u6613\u76db\u7ea6360\u4ebf\u4eba\u6c11\u5e01\u3002<\/p>\n

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 <\/p>\n

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