SemiAnalysis：光学背板生态升温，Senko 展示连接器

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SemiAnalysis 指出光学背板及其生态正获得关注，Senko 在 CIOE 上展示了扩束背板连接器，估计每个连接器含约 1500 根或更多光纤。光学背板将在超大规模云厂商和 neocloud 采用机架内光学互联 GPU 与交换机以实现 scale-up 时变得关键，但该方案在路线图上仍较远。跟踪其生态成熟度可作为光学 scale-up 采用速度的风向标。

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Optical backplanes are gaining traction and so is the ecosystem surrounding it. Senko showcased the expanded beam backplane connector at CIOE and we estimate that there are ~1500 strands or more of fiber per connector. Optical backplanes will become relevant when hyperscalers and neoclouds eventually implement in-rack optics to connect GPUs and switches within the rack for scale-up. Granted, in-rack optics for scale-up is still rather far out in the roadmap but we think tracking the ecosystem and evaluating its maturity would be indicative of the rate of adoption of optical scale-up.