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11:58","pubTimestamp":1789358306,"startTime":"0","endTime":"0","summary":"快科技9月14日消息，据报道，微软Azure硬件系统与基础设施总裁Rani Borkar近日表示，单纯增加存储芯片产能无法解决AI基础设施的瓶颈。Borkar指出，AI推理模型越来越大、对话上下文越来越长，存储与电力正成为比计算芯片更难绕开的硬限制。许多AI系统由多层架构组成，受限于数据传输延迟与带宽限制，系统往往仅能发挥约20%的实际性能。以微软自研AI加速器Maia 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CPO，業界看好形成新摩爾定律","url":"https://stock-news.laohu8.com/highlight/detail?id=2667163634","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667163634?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 10:40","pubTimestamp":1789353657,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据台湾《工商时报》9 月 14 日报道，随着 GPU、ASIC 运算能力持续跃升，传统铜互连逐渐逼近功耗与讯号传输极限，台积电正加速布局共同封装光学 CPO。业界看好，若 CPO 频宽维持每两年倍增，有望形成 AI 时代的“CPO 摩尔定律”。业界分析，CPO 频宽升级主要有三条路径，包括单通道速度由 200G 朝 400G 以上提升、光通道数量从 16 条向 32 条、64 条以上扩张，以及导入波长分波多工 WDM。至 2040 年理论值可达现阶段约 128 倍，以现阶段约 3.2T 等级计算，长期具有朝数百 T 发展的空间。台积电在光互连的角色由晶圆代工延伸至系统整合，从 3DFabric、CoWoS、SoIC 到硅光子与 CPO，逐步将运算、HBM 存储器及高速 I/O 整合。当高速电讯号超过 200G，经过 ABF 载板、PCB 与连接器等较长铜路径后讯号衰减加剧，产业朝铜路径缩短、光路径拉长发展。封装架构方面，现阶段光引擎先布局于载板，下一步可望将 CPO 置于中介层，未来更可能利用 SoIC 技术让光子集成电路 PIC 与 ASIC 走向 3D 垂直整合。业者表示，CPO 迈向量产仍须克服封装、光耦合与测试关卡； 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10:03","pubTimestamp":1789351380,"startTime":"0","endTime":"0","summary":"Google Cloud首席执行官Thomas Kurian本月早些时候在高盛通信+技术大会上表示，谷歌云的平均AI服务器投资回收用时不到2年，而自研芯片的投资回收期更是仅有GPU方案的一半。Thomas 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CEO Nadella：超級智能須造福人類並受人類控制","url":"https://stock-news.laohu8.com/highlight/detail?id=2667523631","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667523631?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 09:53","pubTimestamp":1789350794,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，微软 CEO Satya Nadella 在 X 发文表示：任何对超级智能的追求都必须基于核心原则，即如果我们构建的 AI 不能帮助人类并处于人类控制之下，就不值得追求。他还表示，需要加速并广泛传播 AI 益处，使其在国家、社区和公司中广泛扩散，这需要闭源与开源模型都能蓬勃发展的前沿生态系统。对企业而言，必须保留对其独特和隐性知识的完全控制，每个组织都应能构建自己的持续学习循环，而不依赖任何单一模型提供商，并将自身知识嵌入其控制的模型和权重中。Nadella 称，欢迎为正确对齐所需的研究、关注和审慎节奏，以及“嵌入式评估器”等想法。这不能由少数实体控制，必须在生态系统、国家和包括学术界在内的领域有广泛代表性。微软的方法是 AI 堆栈每一层的广泛访问和选择、企业对学习循环和模型的控制，以及将于明天发布供公众咨询的自有 MAI 模型“行为准则”。 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