{"id":133915,"date":"2025-05-27T02:41:17","date_gmt":"2025-05-26T18:41:17","guid":{"rendered":"http:\/\/www.gocpmall.com\/?p=133915"},"modified":"2025-05-27T02:41:17","modified_gmt":"2025-05-26T18:41:17","slug":"%e7%94%b2%e9%aa%a8%e6%96%87400%e4%ba%bf%e7%be%8e%e5%85%83%e8%8a%af%e7%89%87%e9%87%87%e8%b4%ad%ef%bc%81cpo%e4%b8%89%e5%b7%a8%e5%a4%b4%e8%bf%8eai%e7%ae%97%e5%8a%9b%e5%9f%ba%e5%bb%ba%e8%b6%85%e7%ba%a7","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=133915","title":{"rendered":"\u7532\u9aa8\u6587400\u4ebf\u7f8e\u5143\u82af\u7247\u91c7\u8d2d\uff01CPO\u4e09\u5de8\u5934\u8fceAI\u7b97\u529b\u57fa\u5efa\u8d85\u7ea7\u98ce\u53e32025\u5e745\u6708\uff0c\u5168_\u8d22\u5bcc\u53f7_\u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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甲骨文400亿美元芯片采购！CPO三巨头迎AI算力基建超级风口 2025年5月，全球AI算力版图迎来震撼变局。5月22日，阿联酋率先宣布将在“星际之门”项目中部署50万块英伟达GB300芯片，全力打造世界级AI数据中心集群；5月24日，甲骨文重磅出手，豪掷400亿美元采购40万块英伟达GB200芯片，为OpenAI在美国落地的首座“星际之门”数据中心筑牢算力根基。这两笔交易不仅刷新了行业采购金额纪录，更如巨石投入深潭，在光通信产业激起千层浪。 根据行业技术标准，每块GPU需匹配4 – 6块高端光模块以保障数据高速传输。据此估算，仅阿联酋与甲骨文两大项目，便将直接拉动近450万块800G及1.6T高端光模块需求。这一规模已接近Yole等权威机构预测的2025年全球800G光模块全年出货量（约500万颗），而OpenAI同步规划的全球10国AI数据集群建设，更为市场需求埋下巨大增量空间。在原有全球数据中心建设持续推进、光模块需求稳步增长的基础上，新订单的集中释放，无疑将推动行业进入爆发式增长阶段。 面对这场产业盛宴，国内CPO光模块领域的中际旭创、新易盛和天孚通信三家巨头凭借各自优势，已抢占竞争先机。中际旭创凭借深厚的技术积累和规模优势，成为英伟达1.6T光模块核心供应商；新易盛以创新的LPO方案打入供应链，800G硅光模块出货量持续攀升；天孚通信则深耕光器件关键材料与工艺，为高端光模块厂商提供核心组件。随着甲骨文与阿联酋项目进入实施阶段，三巨头有望凭借技术、产能与供应链优势，斩获大量订单，进一步巩固全球市场地位，在AI算力基建浪潮中实现跨越式发展。 以上信息分享不作为投资依据。 追加内容 本文作者可以追加内容哦 !
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