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SemiAnalysis· @SemiAnalysis_ · X·· 3 天前AI 评分52
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SemiAnalysis 称光背板正获得关注,Senko 在 CIOE 展示了扩束光背板连接器,其估算单个连接器内光纤约 1500 芯或更多。光背板要成为现实,需超大规模厂商和 neocloud 在机架内用光互连 GPU 与交换机实现 scale-up,而机架内光互连 scale-up 在路线图上仍较远,跟踪该生态成熟度可反映光互连 scale-up 的采用速度。

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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