经济高效且节能的人工智能_机器学习网络.pdf

1、Cost-effective and power-efficient AI/ML networksMatt Sysak,VP,CTOOctober 13th,2025 2025 Lumentum Operations LLC 2 2025 Lumentum Operations LLC 2The Virtuous Cycle of AI ScalingMore HardwareTechnology InnovationPower Efficiency and CostLarger Models 2025 Lumentum Operations LLC 3 2025 Lumentum Opera

2、tions LLC 3Three Mile Island Harrisburg,PA“Three Mile Island nuclear plant will reopen to power Microsoft data centers”(Source:NPR,Sept.2024)2024 Lumentum Operations LLC|LUMENTUM CONFIDENTIAL 4 2025 Lumentum Operations LLC 4Lumentum:Experts in AI Interconnect TechnologyExperts in materials and devic

3、e physicsIndium Phosphide(InP)components and lasersGallium Arsenide(GaAs)Indium Phosphide Photonic ICs Silica on SiliconLCoSDesignProcessKnow-HowWafer ProductionSilicon Photonic ICsMEMS 2024 Lumentum Operations LLC|LUMENTUM CONFIDENTIAL 5 2025 Lumentum Operations LLC 5Lumentum Technology InnovationU

4、HP InP laserDriverVCSELVCSELfor scale up 123Optical circuit switchInnovation Engine Leveraging 20+years of Foundational Technology Expertise 2025 Lumentum Operations LLC 6Optical Circuit Switch(OCS)2024 Lumentum Operations LLC|LUMENTUM CONFIDENTIAL 7 2025 Lumentum Operations LLC 7Optical Circuit Swi

5、tch Breakthrough power savings300 x300 passive optical switch based on MEMs.Spine switch replacement and network redundancy/network failover65%front-end and scale-out network power reduction in 100K-scale GPU deployments*FRONT-END NETWORKSCALE-UP NETWORK(COPPER BUS)SCALE-OUT NETWORK(BACK-END)OCSOCSO

6、CSOCSSources:*Lumentum:Energy-Efficient AI Networks Lead to Dramatic Reduction in Environmental Impact,2024*Cignal AI:The Optical Circuit Switching Market Report,1Q25 2024 Lumentum Operations LLC|LUMENTUM CONFIDENTIAL 8 2025 Lumentum Operations LLC 8Optical Circuit Switch PerformancePolarization Dep