4 Trillion Computing Power Infrastructure, Ziguang is Unavoidable!!

English summary

### 4 Trillion Computing Power Infrastructure, Ziguang is Unavoidable!! Time: 2026-08-01 13:23:35 Content: The 4 trillion computing power infrastructure has opened the floodgates. Why is Ziguang Co., Ltd. the 'most unavoidable one'? The national '15th Five-Year' computing power network construction has a direct investment of 4 trillion yuan, and the total investment may approach 6 trillion yuan. How big is this number? It is even more aggressive than the 4 trillion infrastructure stimulus back then, except this time the 'road' being built is the computing power network. With money being poured in, who benefits the most? Many people's first reaction is those selling GPUs and building data centers. But think carefully, for 10,000-card or 100,000-card intelligent computing clusters, thousands of cards need to work together. What does data exchange rely on? It relies on switches. Switches are the 'central nervous system' of computing clusters. If the nerves are bad, no matter how many cards there are, they are useless. And in this most core link, Ziguang Co., Ltd. (H3C)'s position is currently irreplaceable domestically. First look at competitors: it's not that they are not strong, but Ziguang is running too fast. 51.2T CPO silicon photonic switch, this is the most cutting-edge equipment supporting ultra-large-scale AI clusters. ...