2025年AI网络定义AI超级工厂报告.docxVIP

AI网络定义AI超级工厂

AIFabricUnlocksTheFullPotentialOfAIFactory

TheDataCenterIsTheComputer,TheNetworkDefinesTheDataCenter

ComputeScale-UpSecuredUserAccessStorage/Management

ComputeScale-Up

NVLinkSwitchBlueField-3DPU

NVLinkSwitch

ComputeScale-Out

Quantum-XInfiniBandSwitchSpectrum-X

Quantum-X

InfiniBandSwitch

Spectrum-X

EthernetAISwitch

InfiniBand/Ethernet

Spectrum-XEthernetBringsHighPerformancetoEthernetForTraining

TheNetworkDefinesTheDataCenter

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OTSEthernet-HyperscaleCloudsSpectrum-XEthernet一AI

OTSEthernet-HyperscaleClouds

Spectrum-XEthernet一AIFactories

LooselyCoupledApplications

LooselyCoupledApplications

TCP(LowBandwidthFlowsandUtilization)

RoCE(HighBandwidthFlowsandUtilization)

HighJitterTolerance

LowJitterTolerance(LongTailKillsPerformance)

HeterogeneousTrafficAverageMulti-Pathing

BurstyNetworkCapacityPredictablePerformance

TheNewInferenceArchitecture-DistributedInference

Spectrum-XEthernetExpandsToInference

2025Inference2024

2025Inference

SingleGPU,ScalemeansnxsingleGPU

Scalesto100sGPUsSpectrum-XEthernetEast-West

Prefill/DecodeusingthesameGPU

KVCacheDisaggregationSpectrum-XEthernetEast-West

“Knowledge-models”

“Thinkingmodels”Spectrum-XEthernetStorage

Singleagents

Multi-agentsSpectrum-XEthernetStorage

ApplicationCompromises

Multi-turn,GlobalKVCacheSpectrum-XEthernetStorage

SpectrumXEthernetLowJitterCommunicationsforAI

Switch-To-SuperNIC,End-To-EndNetworkProcessing,BringingHig