通信行业研究：微软发力DCI互联 800G ZR需求增长提速

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与Lumen 合作，微软开始部署DCI 网络2024 年7 月25 日，微软宣布与网络系统提供商Lumen Technologies 建立合作伙伴关系，旨在扩展其AI 网络的容量和能力。8 月1 日，Lumen Technologies 宣布与康宁公司就下一代光缆的大量供应达成协议。8 月5 日Lumen Technologies 宣布：在AI 的连接需求下，公司已获得50 亿美元的新业务订单。...

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年，城域场景800G 发货占比为0.4%，骨干场景800G 发货占比为0.2%，当前应用较少，预计会在2025 年开始逐步向800G 演进。我们认为AI 网络需求向DCI 场景延伸，有望加速800G ZR 需求增长。建议关注DCI 产业链和800G ZR 供应商Lumen 和微软的合作，让我们看到了AI 产业发展对DCI 网络扩展的实际需求。我们认为AI 算力部署对网络的需求正在向DCI 场景扩散，有望带动DCI 市场的高速增长。我们建议关注：国内OTN 厂商：中兴通讯、烽火通信、光迅科技；有400G/800GZR 产品布局的中际旭创、新易盛、华工科技、德科立；铌酸锂调制供应商光库科技。风险提示：AI 产业发展不及预期风险、算力需求不及预期风险、技术发展不及预期风险、市场竞争加剧风险。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Company Corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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