人工智慧光網路演進：展望2025年的效率與永續性

生成式人工智慧的快速發展正推動全球對運算能力和資料中心建設的需求爆炸性成長。光網路對於實現新時代所需的高頻寬、低延遲傳輸至關重要。世界各國政府和產業領袖正在加速人工智慧基礎設施和光互連標準的開發，以同時提升運算效能、能源效率和安全性。

隨著共封裝光元件 (CPO) 與雲端網路的融合日趨成熟，業界正邁入高效能、高能源效率、跨域互連繫統的新時代。

主要亮點

• 生成式人工智慧的快速發展正推動全球對運算能力和資料中心建設的需求爆炸性成長。
• 光網路對於實現新時代所需的高頻寬、低延遲傳輸至關重要。
• 全球各國政府和產業領袖正在加速人工智慧基礎設施和光互連標準的開發，以同時提升運算效能、能源效率和安全性。
• 共封裝光元件 (CPO) 與雲端網路的融合日趨成熟，正推動產業邁入高效能、高能源效率、跨域互連繫統的新時代。

目錄

第一章：加速人工智慧應用和對光網路的激增需求

第二章：政策標準與產業應用

第三章：光網路與運算架構的融合：加速產業轉型

第四章：TRI 視角

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