通信设备行业跟踪报告:海通通信一周谈:字节豆包用户数大增 关注国内算力投资机会

海通证券股份有...
25 Dec 2024

1、AI驱动网络升级——AI的大模型训练及应用提升通信能力需求,网络创新和新技术应用快速推进。1)GPU:英伟达带动下,新的AI芯片计算能力不断提升,芯片间互联速度、内存容量也快速增长。2)通信网络:GPU数量快速增长背景下,网络速率逐步成为AI效率的瓶颈之一。服务器与交换机、交换机与交换机之间接口速率从100G、400G快速向800G、1.6T等演进。3)光器件:光模块作为光电转换的核心器件,...

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