SemiAnalysis：跨域扩展技术将推动网络市场在2028年达到140亿美元 · 追踪7个来源

报道来源 [7]

1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-06 17:01

   欲了解更多信息，请查看我们的网络模型，我们最近在该模型上发布了一篇关于这一技术转变的详尽说明。(7/7) https://t.co/kqt0IiSiFi

   To find out more, check our networking model, where we recently published an extensive note around this technological shift. (7/7) https://t.co/kqt0IiSiFi

2. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-06 17:01

   总的来说，跨域技术应能显著推动网络设备上的内容，特别是 ZR/ZR+ 相干可插拔设备和光模块上的内容。

   Overall, the scale-across technology should meaningfully drive content on networking equipment, and more specially on ZR/ZR+ coherent pluggables and on Optical Line Systems. We currently estimate pure-scale across content to represent about $3B in 2026, and growing to about $14B

3. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-06 17:01

   虽然微软和Meta是唯一公开谈论跨规模的公司，但我们相信几乎所有提供商都会转向这项技术

   While Microsoft and Meta have been the only ones talking this openly around scale-across, we believe that almost all providers will shift towards this technology as is becomes harder to build datacenters large enough to host millions of chips, and to find a provider that can

4. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-06 17:01

   截至目前，只有Meta和Microsoft公开宣布了他们使用scale-across的巨型集群，包括Meta的Prometheus集群以及他们的新的

   As of now, only Meta and Microsoft have publicly communicated around their mega-clusters using scale-across, with the Prometheus cluster for Meta and their new AI-Backbone (AIBB) infrastructure, and Fairwater for Microsoft, who intends to run real time AI training over Atlanta ht…

5. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-06 17:01

   主要混淆之处在于，规模扩展可以使用与传统数据中心互连相同的网络设备。事实上，作为互连

   The main confusion comes from the fact that scale across can use the same network equipment as for traditional datacenter interconnect. Indeed, as interconnections often reach a few kilometers minimum, operators can use ZR/ZR+ coherent pluggables and Optical Line Systems, which h…

6. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-06 17:01

   Nvidia去年广泛推广了Scale-across，但现在常被不精确地用作泛指，几乎谈论任何数据中心互连

   Scale-across has been widely popularized by Nvidia last year, but is now often used imprecisely as a generic term to talk almost about any Datacenter interconnect network. To make it short, scale-across refers to backend datacenter interconnect networks that are used to connect h…

7. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-06 17:01

   随着近期AI巨型集群的激增，AI加速器数量达到数十万至数百万，云服务提供商面临着一套新的挑战

   With the recent surge in AI mega clusters, reaching hundreds of thousands to millions of AI accelerators, cloud providers encountered a new set of challenges that forced them to run chip interconnect at a new scale: interconnecting multiple datacenters together. This is called ht…