---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43165243.md"
description: "未來光通訊市場將會由 Scale-up 引領商機大幅成長，因其所需頻寬效能將會是 Scale-out 十倍以上。Scale-up& out& across 各自解决什么问题？Scale-up Networking to Account for More than Half of the Market by 2030	AI 算力时代，网络正在同时向两个方向延伸——向内，进入加速器与内存系统；向外，跨越机柜、园区和数据中心。	Scale-up 正从服务器内部和封闭系统中的专有互联，扩展为覆盖机柜、多机柜和多种加速器生态的独立交换市场——而且是万亿美元的生意。直面恐惧😨 无所畏惧所以每一次做 T 下得去手哪怕跌了一个月也总觉得未来可期明天或许降温一下下啦？去掉点杠杆$NVIDIA(NVDA.US)$Corning(GLW.US)$Lumentum(LITE.US)$YOFC(06869.HK)"
datetime: "2026-08-03T15:44:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43165243.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43165243.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43165243.md)
author: "[嘉禾暖光研习社](https://longbridge.com/en/profiles/17154496.md)"
generator: "portal-rs"
---

# 未來光通訊市場將會由 Scale-up 引領商機大幅成長，因其所需頻寬效能將會是 Scale-out…


### Related Stocks

- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [06869.HK](https://longbridge.com/en/quote/06869.HK.md)
- [601869.CN](https://longbridge.com/en/quote/601869.CN.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**