OFC 2026 showcases the technology triangle for AI data center: CPO, PCB, Liquid cooling Modules
Raws li lub ntiaj teb kev suav fais fab xav tau nce siab, kev lag luam thev naus laus zis tau dhau los ua qhov tsim kho tshiab. CPO (Co- ntim Optics) tawg los ntawm lub qab nthab ntawm qhov muag pom kev ua haujlwm, PCB (Printed Circuit Board) ua haujlwm raws li "skeleton" ntawm high-kawg tsim, thiab kua cua txias tshuab nias lub "txias khawm" rau siab -cov ntaub ntawv ceev ceev. Peb qhov chaw loj no tsim cov "hlau daim duab peb sab" ntawm digital infrastructure - CPO chaw nyob "ceev kis tau tus mob", PCB txhawb nqa "kho vajtse ruaj khov", thiab ua kua txias ua kom "ntev- lub sijhawm ua haujlwm". OFC 2026 nthuav tawm cov ntawv xiav ntawm qhov kev hloov pauv no, ib pawg ntawm cov tuam txhab tseem ceeb tau hloov kho los ntawm "cov neeg koom nrog kev lag luam" mus rau "cov neeg tsim cai".
CPO
Optical modules yog "cov ntaub ntawv choke cov ntsiab lus" ntawm cov chaw zov me nyuam thiab kev sib txuas lus, thiab CPO thev naus laus zis tau ua rau kev lag luam "thib ob kiv puag ncig". Cov qauv tsim ntawm kev sib cais optical modules los ntawm kev hloov cov chips ua rau muaj kev nce siab hauv kev siv hluav taws xob thiab cov nqi siab ntawm cov ntaub ntawv siab. Thaum cov ntaub ntawv kis tau tus nqi txav los ntawm 400G mus rau 800G thiab 1.6T, lub zog noj ntawm cov kev daws teeb meem tuaj yeem ncav cuag 15W ib qhov chaw nres nkoj. Txawm li cas los xij, CPO, los ntawm "co- ntim cov tshuab kho qhov muag thiab hloov chips", ncaj qha txiav hluav taws xob siv hauv ib nrab mus rau qis dua 7W, thaum txo cov nqi los ntawm 30%.
Piv rau cov kev daws teeb meem kho qhov muag ib txwm muaj, CPO muaj qhov zoo tshaj plaws hauv bandwidth ceev, lub zog siv hluav taws xob, thiab teeb pom kev ncaj ncees, ua rau nws tshwj xeeb tshaj yog haum rau ultra-loj-scale AI xam pawg. Raws li LightCounting cov ntaub ntawv, lub ntiaj teb optical module lag luam yuav ncav cuag tus nqi ntawm USD 21 billion hauv 2025, nrog rau qhov feem ntawm CPO nce los ntawm 5% hauv 2023 txog 35% hauv 2026.
PCB
PCB yog lub npe hu ua "niam ntawm cov khoom siv hluav taws xob" Nrog rau qhov kev xav tau ntawm AI servers, siab -kawg PCBs tau dhau los ua ib qho tseem ceeb. Tus nqi PCB ntawm AI server yog tsib npaug ntawm cov neeg rau zaub mov zoo tib yam, thiab kev xa khoom thoob ntiaj teb ntawm AI servers yuav tsum ncav cuag 1.5 lab units hauv 2025, tsav lub siab -kawg PCB kev lag luam kom tshaj 80 billion yuan.
Ua kua txias
Thaum lub tshuab hluav taws xob sib txuas ntawm cov chaw khaws ntaub ntawv dhia los ntawm 5kW / txee rau 30kW / txee, cov cua txias ib txwm ua tsis txaus - PUE (Power Usage Effectiveness) ntawm cov cua txias nce mus txog 1.8 ntawm qhov ntom ntawm 30kW, thaum cov nqi hluav taws xob qis dua 1 lab yuav raug txo txhua xyoo. 100,000-Cabinet Data Center.
Raws li peb pom, Accelink Technologies yog ib tug pioneer hauv daim teb no, tau ua kom zoo tshaj plaws ntawm kev tsim LPO thiab LRO modules, txo qis kev siv hluav taws xob thiab txhawb kev txhim kho ntsuab ntawm cov ntaub ntawv chaw. Ntawm OFC 2026, nws tseem yuav ua ib txhij qhia txog tom ntej - tiam 1.6T LPO thiab LRO modules, tsis tu ncua muab cov neeg siv khoom nrog siab -kev ua tau zoo, qis- siv zog hloov kho cov kev daws teeb meem. Meanwhile, immersed kua txias tshuab muab kev txiav- ntug thermal tswj kev daws teeb meem, ua kom pom tag nrho cov nqi ntawm cov kua-cooled optical modules thiab txhawb txoj kev loj hlob ntawm cov ntaub ntawv chaw mus rau ib tug ntau npaum thiab sustainable kev taw qhia.
CPO, PCB, thiab kua cua txias tsis yog kev sib cais, hloov, lawv tsim ib lub voj kaw ntawm "xws li fais fab kis - kho vajtse txhawb - tshav kub dissipation lav". "PCB + kua cua txias kev sib xyaw ua ke" kho rau NVIDIA H100 servers tau txhim kho cov cua sov ua kom zoo dua los ntawm 20%, thiab cov nyiaj tau los ntawm cov lag luam cuam tshuam yuav ntau dua 1.5 billion yuan los ntawm 2026; Cov thev naus laus zis tshiab tau ua ke CPO thev naus laus zis nrog cov kua cua txias thiab cua sov kom tso tawm "kua-cooled optical modules", uas txo qis kev siv hluav taws xob los ntawm 40% piv rau cov khoom lag luam ib txwm muaj thiab tau lees paub los ntawm Tuam Tshoj Mobile.
Xaus: Optico Group foundations
Optico Group suav nrog OFC 2026 yog qhov tseem ceeb ntawm kev hloov pauv. Ua ntej xyoo no cov cuab yeej CPO tseem tsis tau siv dav, tam sim no peb cia siab tias cov thev naus laus zis ntawm cov kua -cooled optical modules tuaj yeem siv rau xyoo tom ntej lossis ob xyoos, nws yuav dhau los ua lwm txoj hauv kev tsim nyog rau CPO. Cov tshuab ua kua txias ua tau zoo txo qhov kub thiab txias ntawm cov cuab yeej siv los ntawm cov kua ua kom txias, muab cov kev ua kom txias kom ntseeg tau ntau dua rau siab -cov xwm txheej ceev xws li AI cov chaw zov me nyuam.