人工智慧光网路演进：展望2025年的效率与永续性

生成式人工智慧的快速发展正推动全球对运算能力和资料中心建设的需求爆炸性成长。光网路对于实现新时代所需的高频宽、低延迟传输至关重要。世界各国政府和产业领袖正在加速人工智慧基础设施和光互连标准的开发，以同时提升运算效能、能源效率和安全性。

随着共封装光元件 (CPO) 与云端网路的融合日趋成熟，业界正迈入高效能、高能源效率、跨域互连繫统的新时代。

主要亮点

• 生成式人工智慧的快速发展正推动全球对运算能力和资料中心建设的需求爆炸性成长。
• 光网路对于实现新时代所需的高频宽、低延迟传输至关重要。
• 全球各国政府和产业领袖正在加速人工智慧基础设施和光互连标准的开发，以同时提升运算效能、能源效率和安全性。
• 共封装光元件 (CPO) 与云端网路的融合日趋成熟，正推动产业迈入高效能、高能源效率、跨域互连繫统的新时代。

目录

第一章：加速人工智慧应用和对光网路的激增需求

第二章：政策标准与产业应用

第三章：光网路与运算架构的融合：加速产业转型

第四章：TRI 视角

The rapid rise of GenAI is driving an explosive surge in global demand for computing power and data-center construction. Optical networks have become essential to enabling the high-bandwidth, low-latency transmission required in this new era. Governments and industry leaders worldwide are accelerating the development of AI infrastructure and optical-interconnect standards to advance computing performance, energy efficiency, and security in tandem.

As co-packaged optics (CPO) and cloud-network convergence mature, the industry is entering a new phase of high-performance, energy-efficient, and cross-domain interconnected systems.

Key Highlights

• Rapid rise of GenAI drives explosive global demand for computing power and data-center construction.
• Optical networks emerge as essential for enabling high-bandwidth, low-latency transmission in this new era.
• Governments and industry leaders worldwide accelerate AI infrastructure and optical-interconnect standards to enhance computing performance, energy efficiency, and security together.
• Maturing co-packaged optics (CPO) and cloud-network convergence usher the industry into a phase of high-performance, energy-efficient, and cross-domain interconnected systems.

Table of Contents

1. AI Applications Accelerate, Driving Massive Demand for Optical Networks

• Table 1: AI Data Center and Fiber-Optic Infrastructure Deployment of the Four Major CSPs (2025 CapEx)

2. Policy Standards and Industry Applications

• Table 2: Global AI Infrastructure & Optical Network Policy and Standards Initiatives

3. Integration of Optical Networks and Compute Architecture: Industry Transformation Accelerates

• Figure 1: Integration of Cloud Services and Telecom Operators

4. TRI's View