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“全光模块化”与“半光模块化”架构下H100中光模块与GPU数量关系
“全光模块化”与“半光模块化”架构下H100中光模块与GPU数量关系
行业数据
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图片格式:PNG
图片大小:109KB
图片尺寸:1888*584
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所属报告:
德科立-公司研究报告-长距离光模块领先企业已深入研究高端光模块-230605(32页).pdf
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图表212020-2029年中国GPU市场规模(亿人民
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2026-06-02
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图表202020-2029年全球GPU市场规模(亿人民
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2026-06-02
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图表14GPU产业链
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2026-05-28
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图表152020-2029年全球GPU市场规模(亿人民
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2026-05-28
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英伟达也深入对 AI市场进行布局,发布 NVIDIA A100与 DGX H100 服务器。AI服务器快速增长将带动光模块需求迅速增加。大模型训练阶段中 A100架构中普遍采用 200G 光模块,H100 采用 400G 与 800G光模块,大幅提升市场对光模块需求的预期。根据我们在《AI训练及推理有望带动高速率光模块用量——安信通信基础设施系列报告之光模块需求测算》中的测算,我们参考 NVIDA的服务器计算单位即 SuperPOD为例分析 DGX A100和 DGX H100架构中光模块与 GPU的数量关系。测算得 DGX A100 架构中全光模块场景下 200G 光模块与 GPU 的数量关系为 6:1。 DGX H100 架构中 400G 光模块与 GPU 的比值关系为 1:1,而 800G光模块与 GPU 的比值关系为 2.5:1。推理用数据中心有别于使用胖树结构的训练用数据中心,更偏向于传统的云数据中心,东西向流量少且南北向流量多,对于带宽要求低于训练用数据中心,但是鉴于我们认为推理侧 GPU用量为训练侧 GPU用量的 4-5倍,推理侧对于光模块的带动也不容小觑。
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德科立-公司研究报告-长距离光模块领先企业已深入研究高端光模块-230605(32页).pdf
公司部分核心技术
公司小型化、可插拔光放大器产品参数对比
德科立100G、200G、400G光模块参数对比
“全光模块化”与“半光模块化”架构下H100中光模块与GPU数量关系
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