罕见！英伟达、AMD和英特尔共同投资，这家公司要“终结铜互连”

华尔街见闻12-24 11:19

光学互连引领芯片互连新革命。近日，光学互连初创公司Ayar Labs完成了1.55亿美元的D轮融资，估值突破10亿美元。据报道，英伟达、AMD、英特尔等知名科技公司均参与了这场融资。公司表示，最新融资将用于扩大生产能力并加强客户合作。随着人工智能的快速发展，传统铜线互连技术已经难以满足日益复杂的AI模型对数据传输的需求，专家指出，这一瓶颈严重制约了AI模型的计算性能、能耗效率和整体可扩展性——...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2493491723?lang=zh_CN&edition=full","thumbnail":"https://wpimg-wscn.awtmt.com/71d233f9-8012-4f16-b775-69429bfd4fae.jpeg","is_english":false,"pubTime":"2024-12-24 11:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2493491723","market":"us","top_or_hot":-1,"title":"罕见！英伟达、AMD和英特尔共同投资，这家公司要“终结铜互连”","media":"华尔街见闻","content":"<div>\n<p>光学互连引领芯片互连新革命。\n近日，光学互连初创公司Ayar Labs完成了1.55亿美元的D轮融资，估值突破10亿美元。据报道，英伟达、AMD、英特尔等知名科技公司均参与了这场融资。公司表示，最新融资将用于扩大生产能力并加强客户合作。\n随着人工智能的快速发展，传统铜线互连技术已经难以满足日益复杂的AI模型对数据传输的需求，专家指出，这一瓶颈严重制约了AI模型的计算性能、能耗效率和整体可扩展性——...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737653\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>罕见！英伟达、AMD和英特尔共同投资，这家公司要“终结铜互连”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n罕见！英伟达、AMD和英特尔共同投资，这家公司要“终结铜互连”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3737653><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>光学互连引领芯片互连新革命。\n近日，光学互连初创公司Ayar Labs完成了1.55亿美元的D轮融资，估值突破10亿美元。据报道，英伟达、AMD、英特尔等知名科技公司均参与了这场融资。公司表示，最新融资将用于扩大生产能力并加强客户合作。\n随着人工智能的快速发展，传统铜线互连技术已经难以满足日益复杂的AI模型对数据传输的需求，专家指出，这一瓶颈严重制约了AI模型的计算性能、能耗效率和整体可扩展性——...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737653\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1035775433.USD","symbol_name":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3737653","article_id":"2493491723","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/71d233f9-8012-4f16-b775-69429bfd4fae.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3737653","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2493491723","pubTimestamp":1735010348,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"光学互连初创公司Ayar Labs完成了1.55亿美元的D轮融资，估值突破10亿美元。公司致力于开发光学互连技术，旨在取代传统的电气I/O，突破铜线和可插拔光学元件的限制。目前，Ayar Labs已交付了约1.5万套TeraPHY光学传输和SuperNova激光源产品。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","INTC":"英特尔","NVDD":"Direxion Daily NVDA Bear 1X Shares","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","BK4566":"资本集团","NVD2.UK":"2X NVIDIA ETP","SNVD.UK":"LS -1X NVIDIA","NVD3.UK":"LS 3X NVIDIA","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","NVDS.UK":"LS -1X NVIDIA","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDA":"英伟达","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4503":"景林资产持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","AMD":"美国超微公司","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","GFS":"GLOBALFOUNDRIES Inc.","BK4548":"巴美列捷福持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"translate_title":"Rare! Nvidia, AMD and Intel jointly invest in the company to \"end copper interconnects\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"GFS":1,"INTC":1,"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"光学互连引领芯片互连新革命。\n近日，光学互连初创公司Ayar Labs完成了1.55亿美元的D轮融资，估值突破10亿美元。据报道，英伟达、AMD、英特尔等知名科技公司均参与了这场融资。公司表示，最新融资将用于扩大生产能力并加强客户合作。\n随着人工智能的快速发展，传统铜线互连技术已经难以满足日益复杂的AI模型对数据传输的需求，专家指出，这一瓶颈严重制约了AI模型的计算性能、能耗效率和整体可扩展性——寻找更高效的数据传输解决方案变得尤为迫切。\nAyar Labs正专注于此。\n成立于2015年的Ayar Labs致力于开发光学互连技术，旨在取代传统的电气I/O，突破铜线和可插拔光学元件的限制。分析师表示，Ayar Labs的光学I/O技术能够提升数据传输速度，消除了传统互连瓶颈，并且，这项技术不仅能降低延迟和功耗，还能够优化AI基础设施，提高效率和成本效益。\n无疑，Ayar Labs的这一技术吸引了众多行业巨头的关注。公司CEO Mark Wade表示，领先的GPU提供商AMD、英伟达，以及半导体代工厂GlobalFoundries、英特尔、台积电等的支持，凸显了其光学I/O技术在未来重塑AI基础设施的潜力。\n目前，Ayar Labs已向部分客户交付了约1.5万套TeraPHY光学传输和SuperNova激光源产品。公司预计，到2028年，这一产品的年产量将飙升至1亿多套。\n不过，也有分析师警告称，尽管Ayar Labs的发展前景虽然看起来很光明，但不应过早下定论。TheNextPlatform指出，英伟达、AMD、英特尔的投资可能意味着这些公司有意在其计算引擎中部署Ayar Labs的技术，但也可能仅仅是为了获取内部信息并在未来部署时占据先机。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493491723"}