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中兴通讯网卡及DPU产品布局路线

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所属报告：

中兴通讯-公司深度报告：端侧云侧齐发力AI时代ICT龙头再启航-250214（33页）.pdf

打包全文图表

DPU 芯片有望成为作为数据中心 CPU 和 GPU 之外第三颗主力芯片，在网络协议处理、数据加解密、存储管理登领域发挥作用，减少 CPU 和 GPU 负载，支持整个服务器高速运转。DPU 可将 CPU 处理效率低下或 GPU 难以胜任的数据密集型任务，如网络协议处理、数据加解密、数据压缩等卸载过来，避免 CPU 多次访问内存和外设，减少不必要的数据搬运、拷贝和上下文切换，使 CPU 能更专注于执行核心任务，让数据直接在网卡硬件上完成处理并交付给最终应用，从而释放 CPU 算力。在网络处理加速方面，DPU 能在网络的线速率下解析、处理数据，并高效地将数据传输到 CPU 和 GPU。可智能处理海量网络数据包，快速进行分流和转发，提升数据中心响应速度和网络效率。在存储管理优化方面：DPU 可以统一管理和运维存储资源，提供硬件级别的 QoS 服务，支持裸金属、虚拟和容器等多种场景下存储的统一管理。还能在设备层面实现数据加解密、完整性校验和数据压缩解压缩功能，提升存储效率和安全性。在资源管理与调度方面：通过 DPU 可以实现资源的精细化隔离与分配，在多租户环境下提升服务品质和安全性。可以更灵活地调度数据中心的CPU 和 GPU 资源，使云平台能为用户提供高性能、低延迟的云服务。在 AI 智算领域，DPU 能为 AI 训练和推理提供稳定的数据传输，满足实时性高的 AI 应用需求，如实时视频分析和金融风险预警等，还可用于加速深度学习模型的推理过程，实现实时的图像识别、语音识别等人工智能应用。

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