{"id":607595,"date":"2025-12-03T05:12:23","date_gmt":"2025-12-03T13:12:23","guid":{"rendered":"https:\/\/nai500.com\/?p=607595"},"modified":"2025-12-03T05:12:23","modified_gmt":"2025-12-03T13:12:23","slug":"8-ai-google","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/8-ai-google\/","title":{"rendered":"8 \u5bb6\u4e2d\u570b AI \u5149\u901a\u8a0a\u52dd\u51fa\u8005\uff0cGoogle \u52a0\u78bc\u652f\u51fa\u63a8\u5347\u9700\u6c42"},"content":{"rendered":"

\u4fc3\u6210\u77fd\u8c37\u50b3\u5947\u81f4\u5bcc\u7684 AI \u57fa\u790e\u8a2d\u65bd\u71b1\u6f6e\uff0c\u6b63\u5feb\u901f\u9444\u9020\u4e2d\u570b\u91cd\u91cf\u7d1a\u4f01\u696d\u3002Google \u8207\u5176\u4ed6\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u6b63\u5728\u9396\u5b9a\u4e2d\u570b\u4e00\u6d41\u7684\u5149\u5b78\u8a2d\u5099\uff0c\u4ee5\u5728\u5de8\u578b\u8cc7\u6599\u4e2d\u5fc3\u5167\u50b3\u8f38\u827e\u5b57\u7bc0\u7d1a\u8cc7\u6599\uff0c\u63a8\u52d5\u9818\u5148\u4f9b\u61c9\u5546\u5275\u4e0b\u92b7\u552e\u3001\u5229\u6f64\u7387\u8207\u5168\u7403\u5e02\u5360\u65b0\u9ad8\u3002\u96a8\u8457\u4e2d\u570b\u7d93\u6fdf\u9810\u8a08\u5230 2030 \u5e74\u4e0a\u770b 23.8 \u5146\u7f8e\u5143\u4e14\u653f\u7b56\u65e8\u5728\u64f4\u5927\u96f2\u7aef\u8207\u8a08\u7b97\u898f\u6a21\uff0c\u4e00\u6279\u4e0a\u5e02\u51a0\u8ecd\u6709\u671b\u642d\u4e0a\u9019\u6ce2\u8cc7\u672c\u652f\u51fa\u8d85\u7d1a\u9031\u671f\u3002\u4ee5\u4e0b\u662f\u8eab\u8655\u5efa\u8a2d\u6838\u5fc3\u7684\u516b\u6a94\u4e2d\u570b AI \u5149\u901a\u8a0a\u8207\u57fa\u790e\u8a2d\u65bd\u80a1\u7968\uff0c\u4ee5\u53ca\u5728\u4eca\u5e74 3,750 \u5104\u7f8e\u5143\u5411\u672c\u4e16\u7d00\u672b\u6578\u5146\u7f8e\u5143\u7d1a\u5225\u52a0\u901f\u652f\u51fa\u6642\uff0c\u503c\u5f97\u6ce8\u610f\u7684\u89c0\u5bdf\u91cd\u9ede\u3002<\/p>\n

Google \u7684 AI \u80c3\u53e3\u6b63\u5728\u9444\u9020\u65b0\u8d0f\u5bb6<\/h3>\n

\u4e2d\u969b Innolight \u7684\u8e8d\u5347\u6b63\u53cd\u6620\u9019\u500b\u6642\u523b\u3002\u9019\u5bb6\u5728\u6df1\u5733\u4e0a\u5e02\u7684\u5149\u6536\u767c\u5668\u9818\u5c0e\u8005\u627f\u63a5\u4f86\u81ea Google \u8207 Nvidia \u7684\u7dca\u6025\u8a02\u55ae\uff0c\u4f7f\u5176\u5275\u8fa6\u4eba\u8ca1\u5bcc\u98c6\u5347 400%\uff0c\u80a1\u50f9\u4eca\u5e74\u5df2\u4e0a\u6f32\u903e\u4e94\u500d\u3002\u91ce\u6751\u5728\u5176\u4eae\u773c\u7684\u7b2c\u4e09\u5b63\u5f8c\uff0c\u6700\u8fd1\u7a31\u8a72\u516c\u53f8\u70ba\u5168\u7403\u7b2c 1 \u7684\u8cc7\u6599\u4e2d\u5fc3\u6536\u767c\u5668\u88fd\u9020\u5546\uff0c\u800c\u9ea5\u683c\u7406\u5728\u9999\u6e2f\u7684\u79d1\u6280\u7814\u7a76\u4e3b\u7ba1\u8868\u793a\u9700\u6c42\u4ecd\u7136\u4f9b\u4e0d\u61c9\u6c42\u3002\u9019\u9805\u6280\u8853\u4e0d\u82b1\u4fcf\u4f46\u81f3\u95dc\u91cd\u8981\uff1a\u5982\u540c\u62c7\u6307\u789f\u5927\u5c0f\u7684\u6a21\u7d44\uff0c\u80fd\u4ee5\u9285\u7dda\u7121\u6cd5\u6bd4\u64ec\u7684\u901f\u5ea6\u8207\u53ef\u9760\u6027\uff0c\u5c07\u96fb\u8a0a\u865f\u8f49\u63db\u70ba\u5149\u8a0a\u865f\uff0c\u5c24\u5176\u9069\u7528\u65bc\u767e\u842c\u5e73\u65b9\u82f1\u5c3a\u7b49\u7d1a\u7684\u5712\u5340\u5167\u3002\u56de\u5831\u53cd\u6620\u5728\u6578\u5b57\u4e0a\uff1a\u4e5d\u500b\u6708\u71df\u6536\u5e74\u589e 44% \u81f3\u4eba\u6c11\u5e63 250 \u5104\uff0c\u6de8\u5229\u5e74\u589e 90% \u81f3\u4eba\u6c11\u5e63 71 \u5104\uff0c\u4e26\u8a08\u5283\u5728\u9999\u6e2f\u52df\u8cc7\u8d85\u904e 30 \u5104\u7f8e\u5143\u4ee5\u64f4\u5927\u898f\u6a21\u3002<\/p>\n

\u653f\u7b56\u9806\u98a8\u8207\u898f\u6a21\u512a\u52e2<\/h3>\n

\u5317\u4eac\u7684\u5275\u65b0\u653f\u7b56\u5f37\u8abf\u4e3b\u6b0a\u8a08\u7b97\u3001\u8cc7\u6599\u4e2d\u5fc3\u7fa4\u805a\u8207\u80fd\u6e90\u6548\u7387\uff0c\u9019\u662f\u4e00\u5957\u6709\u5229\u65bc\u898f\u6a21\u8907\u5229\u7684\u5287\u672c\u3002\u300c\u6771\u6578\u897f\u7b97\u300d\u6b63\u5728\u628a\u5de5\u4f5c\u8ca0\u8f09\u8f49\u79fb\u5230\u96fb\u529b\u66f4\u4fbf\u5b9c\u7684\u5167\u9678\u5730\u5340\uff0c\u800c\u570b\u7db2\u4ee5\u5176\u7121\u53ef\u6bd4\u64ec\u7684\u8cc7\u7522\u8ca0\u50b5\u8868\u8207 5,460 \u5104\u7f8e\u5143\u71df\u6536\uff0c\u652f\u6490\u904b\u8f09\u8207\u5e73\u8861 AI \u6642\u4ee3\u8ca0\u8f09\u7684\u9aa8\u5e79\u5347\u7d1a\u3002\u878d\u8cc7\u6df1\u5ea6\u4e5f\u5f88\u91cd\u8981\u3002\u5de5\u5546\u9280\u884c\u5e02\u503c\u903e 3,000 \u5104\u7f8e\u5143\uff0c\u627f\u63a5\u7684\u8cc7\u672c\u652f\u51fa\u9031\u671f\u662f\u5c11\u6578\u5e02\u5834\u80fd\u6bd4\u64ec\u7684\u3002\u4f9b\u61c9\u93c8\u97cc\u6027\u4e5f\u5167\u5efa\u65bc\u9ad4\u7cfb\uff1a\u9818\u5148\u7684\u5149\u901a\u8a0a\u4f9b\u61c9\u5546\u5df2\u589e\u52a0\u5883\u5916\u7522\u80fd\uff0c\u5305\u62ec\u5728\u6cf0\u570b\u8a2d\u5ee0\uff0c\u4ee5\u5728\u9762\u5c0d\u95dc\u7a05\u8207\u51fa\u53e3\u7ba1\u5236\u6642\u670d\u52d9\u7f8e\u570b\u8207\u5168\u7403\u5ba2\u6236\u3002\u7d50\u679c\u662f\u53ef\u9810\u671f\u7684\u5927\u898f\u6a21\u4ea4\u4ed8\uff0c\u800c\u9019\u6b63\u662f\u8d0f\u5f97\u9ad8\u98a8\u96aa\u63a1\u8cfc\u8a02\u55ae\u7684\u95dc\u9375\u3002<\/p>\n

\u4e2d\u570b AI \u5149\u901a\u8a0a\u8207\u57fa\u790e\u8a2d\u65bd\u516b\u5927\u500b\u80a1<\/h3>\n

– Zhongji Innolight (300308.SZ)\uff1a\u91ce\u6751\u8a55\u70ba\u5168\u7403\u7b2c 1 \u7684\u8cc7\u6599\u4e2d\u5fc3\u6536\u767c\u5668\u88fd\u9020\u5546\uff0c9M \u71df\u6536 250 \u5104\u4eba\u6c11\u5e63\u3001\u6de8\u5229\u5e74\u589e 90%\u3002\u5ba2\u6236\u5305\u62ec Google \u8207 Nvidia\u3002\u8a08\u5283\u5728\u9999\u6e2f\u4e0a\u5e02\u52df\u8cc7\u8d85\u904e 30 \u5104\u7f8e\u5143\uff1b\u6cf0\u570b\u5ee0\u589e\u6dfb\u5730\u7de3\u653f\u6cbb\u97cc\u6027\u3002\u9ea5\u683c\u7406\u9810\u671f\u96a8\u8457 400G \u8207 800G \u90e8\u7f72\u64f4\u5927\uff0c\u5176\u6210\u9577\u5c07\u8d85\u8d8a\u7522\u696d\u5e73\u5747\u3002<\/p>\n

– Eoptolink (300502.SZ)\uff1a\u9818\u5148\u7684\u9ad8\u901f\u5149\u6a21\u7d44\u4f9b\u61c9\u5546\uff0c\u6b63\u5728\u63d0\u5347 400G \u8207 800G \u51fa\u8ca8\u4ee5\u4f9b\u96f2\u7aef\u8cc7\u6599\u4e2d\u5fc3\u4f7f\u7528\u3002\u5168\u7403\u5f71\u97ff\uff1a\u96a8\u8457\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u5206\u6563\u4f9b\u61c9\uff0c\u51fa\u53e3\u7d44\u5408\u6bd4\u91cd\u4e0a\u5347\u3002\u96a8 AI \u76f8\u95dc\u8cc7\u672c\u652f\u51fa\u5411 2030 \u5e74\u7684\u6578\u5146\u7f8e\u5143\u7d1a\u5225\u6210\u9577\uff0c\u8a72\u516c\u53f8\u6709\u5229\u53ef\u5716\u3002<\/p>\n

– Accelink Technologies (002281.SZ)\uff1a\u5728\u96fb\u4fe1\u8207\u8cc7\u6599\u4e2d\u5fc3\u5e02\u5834\u4f9b\u61c9\u6838\u5fc3\u5149\u5b78\u5143\u4ef6\u8207\u76f8\u5e72\u6a21\u7d44\u3002\u91cc\u7a0b\u7891\uff1a\u5728 400G \u7cfb\u7d71\u4e2d\u53d6\u5f97\u986f\u8457\u5e02\u5360\uff1b\u5efa\u7acb\u5728\u570b\u5167 5G \u8207\u96f2\u7aef\u90e8\u7f72\u57fa\u790e\u4e0a\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4f9b\u61c9\u4e9e\u6d32\u8207\u6b50\u6d32\u7684\u96fb\u4fe1\u696d\u8005\u8207 OEM\uff0c\u70ba AI \u6d41\u91cf\u63d0\u4f9b\u9577\u9014\u8207\u57ce\u57df\u9aa8\u5e79\u5bb9\u91cf\u3002<\/p>\n

– Yangtze Optical Fibre and Cable, YOFC (601869.SS; 6869.HK)\uff1a\u5168\u7403\u6700\u5927\u7d1a\u7684\u5149\u7e96\u9810\u6210\u578b\u9ad4\u3001\u5149\u7e96\u8207\u5149\u7e9c\u88fd\u9020\u5546\u4e4b\u4e00\u3002\u91cc\u7a0b\u7891\uff1a\u898f\u6a21\u5316\u88fd\u9020\u80fd\u964d\u4f4e\u8d85\u5927\u898f\u6a21\u5efa\u8a2d\u7684\u55ae\u4f4d\u6210\u672c\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u5ee3\u88a4\u5712\u5340\u8207\u5730\u5340\u9593\u4e92\u806f\u63d0\u4f9b\u9aa8\u5e79\u5149\u7e96\uff0c\u652f\u63f4\u96f2\u7aef\u8207 AI \u7bc0\u9ede\u7684\u64f4\u6563\u3002<\/p>\n

– Hengtong Optic-Electric (600487.SS)\uff1a\u4e3b\u8981\u7684\u5149\u7e9c\u8207\u6d77\u5e95\u96fb\u7e9c\u7cfb\u7d71\u4f9b\u61c9\u5546\u3002\u91cc\u7a0b\u7891\uff1a\u5ee3\u6cdb\u7684\u570b\u969b\u5de5\u7a0b\u8db3\u8de1\u3002\u5168\u7403\u5f71\u97ff\uff1a\u6d77\u5e95\u8207\u9678\u5730\u9023\u7dda\u4e32\u806f\u6771\u5357\u4e9e\u3001\u4e2d\u6771\u8207\u975e\u6d32\u7684 AI \u53e2\u96c6\uff0c\u64f4\u5927\u4e2d\u570b\u8a2d\u5099\u4f9b\u61c9\u5546\u7684\u5e02\u5834\u901a\u8def\u3002<\/p>\n

– Inspur Information (000977.SZ)\uff1a\u4e2d\u570b\u9802\u7d1a AI \u4f3a\u670d\u5668\u88fd\u9020\u5546\uff0c\u8fd1\u5e74\u4f86\u6309\u51fa\u8ca8\u91cf\u5728\u5168\u7403 x86 \u4f3a\u670d\u5668\u5ee0\u4e2d\u4f4d\u5c45\u524d\u4e09\u3002\u91cc\u7a0b\u7891\uff1a\u5728 GPU \u5bc6\u96c6\u6a5f\u6ac3\u8207\u6db2\u51b7\u8a2d\u8a08\u65b9\u9762\u5177\u9818\u5c0e\u5730\u4f4d\u3002\u5168\u7403\u5f71\u97ff\uff1a\u52a0\u901f\u570b\u5167\u5927\u578b\u8a9e\u8a00\u6a21\u578b\u7684\u8a08\u7b97\u53ef\u7528\u6027\uff0c\u4e26\u5728\u5141\u8a31\u60c5\u6cc1\u4e0b\u51fa\u53e3\uff0c\u5f37\u5316\u6a5f\u6ac3\u5167\u90e8\u8207\u6a5f\u6ac3\u9593\u5149\u9023\u63a5\u7684\u7d42\u7aef\u9700\u6c42\u3002<\/p>\n

– GDS Holdings (GDS)\uff1a\u96fb\u4fe1\u4e2d\u7acb\u7684\u8cc7\u6599\u4e2d\u5fc3\u904b\u71df\u5546\uff0c\u5728\u4e2d\u570b\u64c1\u6709\u8d85\u5927\u898f\u6a21\u5712\u5340\uff0c\u4e26\u5728\u6771\u5357\u4e9e\u64f4\u5f35\u3002\u91cc\u7a0b\u7891\uff1a\u4f86\u81ea\u96f2\u7aef\u8207\u7db2\u969b\u7db2\u8def\u5de8\u982d\u7684\u591a\u5e74\u9810\u627f\u8afe\u3002\u5168\u7403\u5f71\u97ff\uff1a\u63d0\u4f9b\u5340\u57df\u5e73\u53f0\uff0c\u4f7f\u79df\u6236\u80fd\u5728\u63a5\u8fd1\u4f7f\u7528\u8005\u7684\u5730\u9ede\u5c55\u958b AI \u8a13\u7df4\u8207\u63a8\u8ad6\uff0c\u7d50\u69cb\u6027\u5730\u9a45\u52d5\u8de8\u9023\u63a5\u8207\u5149\u4e92\u9023\u5bc6\u5ea6\u3002<\/p>\n

– China Mobile (0941.HK; 600941.SS)\uff1a\u4ee5\u7528\u6236\u6578\u8a08\u7684\u5168\u7403\u6700\u5927\u884c\u52d5\u71df\u904b\u5546\uff0c\u540c\u6642\u662f\u570b\u5bb6\u7d1a\u96f2\u8207\u7db2\u8def\u5efa\u8a2d\u8005\u3002\u91cc\u7a0b\u7891\uff1a\u6301\u7e8c\u9ad8\u8cc7\u672c\u652f\u51fa\u4ee5\u5bc6\u96c6\u5316 5G \u4e26\u64f4\u5c55\u5168\u570b\u8a08\u7b97\u6a1e\u7d10\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5176\u96f2\u7db2\u67b6\u69cb\u652f\u6490\u908a\u7de3\u63a8\u8ad6\u4e26\u56de\u50b3 AI \u6d41\u91cf\uff0c\u63a8\u52d5\u7aef\u5230\u7aef\u7684\u5149\u9700\u6c42\u3002<\/p>\n

\u70ba\u4f55\u9019\u4e00\u8f2a\u770b\u4f86\u5177\u5099\u6301\u4e45\u6027<\/h3>\n

\u4e09\u80a1\u6301\u4e45\u529b\u91cf\u652f\u6490\u7576\u524d\u7684\u5149\u901a\u8a0a\u8cc7\u672c\u652f\u51fa\uff1a\u8cc7\u6599\u4e2d\u5fc3\u5167\u5f9e 100G \u5411 400G \u8207 800G \u7684\u5347\u7d1a\uff1b\u5c07\u8a08\u7b97\u642c\u9077\u81f3\u96fb\u529b\u6210\u672c\u8f03\u4f4e\u5730\u5340\uff1b\u4ee5\u53ca\u908a\u7de3 AI \u63a8\u8ad6\u7684\u5d1b\u8d77\u3002\u9ea5\u683c\u7406\u4f30\u8a08\u6536\u767c\u5668\u5e02\u5834\u5e74\u589e\u7387\u5927\u7d04\u70ba 70%\uff0c\u5728\u524d\u5f80 2028 \u5e74 400 \u5104\u7f8e\u5143\u898f\u6a21\u7684\u8def\u4e0a\uff0c\u8207\u6574\u9ad4 AI \u57fa\u790e\u8a2d\u65bd\u652f\u51fa\u5f9e\u4eca\u5e74 3,750 \u5104\u7f8e\u5143\u64f4\u5f35\u5230 2030 \u5e74\u7684\u6578\u5146\u7f8e\u5143\u9810\u6e2c\u76f8\u4e92\u547c\u61c9\u3002\u98a8\u96aa\u4ecd\u5728\u3002\u7531 Broadcom \u9818\u929c\u7684 co-packaged optics \u53ef\u80fd\u6539\u8b8a\u6a21\u7d44\u67b6\u69cb\u3002\u4f46\u8a72\u6280\u8853\u4ecd\u8655\u65e9\u671f\u3001\u6a19\u6e96\u5c1a\u672a\u7a69\u5b9a\uff0c\u4e14\u71df\u904b\u5546\u5728\u53ef\u9760\u5ea6\u81f3\u95dc\u91cd\u8981\u6642\u6703\u504f\u597d\u7d93\u904e\u9a57\u8b49\u3001\u53ef\u66ff\u63db\u7684\u6a21\u7d44\u3002\u9818\u5148\u7684\u4e2d\u570b\u4f9b\u61c9\u5546\u6b63\u900f\u904e\u5728 CPO \u7684\u7814\u767c\u4ee5\u9032\u884c\u5c0d\u6c96\uff0c\u540c\u6642\u8b8a\u73fe\u4eca\u65e5\u7684 400G \u8207 800G \u64f4\u5f35\u3002\u50cf\u6cf0\u570b\u65b0\u5ee0\u7b49\u5730\u7406\u591a\u5143\u5316\uff0c\u6709\u52a9\u65bc\u5728\u4e0d\u5931\u53bb\u52d5\u80fd\u7684\u60c5\u6cc1\u4e0b\u7ba1\u7406\u51fa\u53e3\u6469\u64e6\u3002<\/p>\n

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