[China Mobile: Supports Optical Interconnection, Optical Computing, and Other Cutting-Edge Technology Innovations]

Published: Jul 21, 2026 13:37
Li Huidi, Deputy General Manager of China Mobile Group, recently pointed out at a sub-forum of the World Artificial Intelligence Conference that optical interconnect possesses inherent advantages in terms of large bandwidth, low latency, low loss, long distance, and high-density integration. Optical interconnect is expected to break through the communication bottleneck within large-scale clusters, improving the synergy among GPUs, AI chips, and servers. Optical computing opens up new imaginative space for specific computing tasks, energy efficiency optimization, and new-type computing paradigms. Optics and electronics are not in a simple substitution relationship; rather, they complement each other's strengths at different levels and in different scenarios. Next, China Mobile will build high-quality computing power infrastructure and enhance intelligent computing supply and green operation capabilities; foster an open and collaborative AI industry ecosystem and promote the deep integration of large models with industries; and support innovation in cutting-edge technologies such as optical interconnect and optical computing, validating their value in real-world scenarios.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
Zhong Ke San Huan: H1 Net Profit Up 11.88% YoY, Core Product Sales Up YoY etc.
1 hour ago
Zhong Ke San Huan: H1 Net Profit Up 11.88% YoY, Core Product Sales Up YoY etc.
Read More
Zhong Ke San Huan: H1 Net Profit Up 11.88% YoY, Core Product Sales Up YoY etc.
Zhong Ke San Huan: H1 Net Profit Up 11.88% YoY, Core Product Sales Up YoY etc.
1 hour ago
Rare Earth Prices in the Doldrums, Market Trading Remains Sluggish [SMM Rare Earth Daily Review]
7 hours ago
Rare Earth Prices in the Doldrums, Market Trading Remains Sluggish [SMM Rare Earth Daily Review]
Read More
Rare Earth Prices in the Doldrums, Market Trading Remains Sluggish [SMM Rare Earth Daily Review]
Rare Earth Prices in the Doldrums, Market Trading Remains Sluggish [SMM Rare Earth Daily Review]
[SMM Rare Earth Daily Review: Rare earth prices in the doldrums, market trading remains sluggish] Overall, rare earth market prices are generally in the doldrums, mainly affected by multiple factors such as disappointing downstream new orders, a sluggish market trading atmosphere, and a decline in Pr-Nd oxide futures prices, prompting suppliers to lower their quotes slightly. In the short term, impacted by the stalemate in market trading, Pr-Nd product prices will likely move sideways.
7 hours ago
[SMM Rare Earth Morning Brief] Oxides are slightly weak, medium-heavy rare earths remain firm, scrap circulation tightens, and trading is in a stalemate.
11 hours ago
[SMM Rare Earth Morning Brief] Oxides are slightly weak, medium-heavy rare earths remain firm, scrap circulation tightens, and trading is in a stalemate.
Read More
[SMM Rare Earth Morning Brief] Oxides are slightly weak, medium-heavy rare earths remain firm, scrap circulation tightens, and trading is in a stalemate.
[SMM Rare Earth Morning Brief] Oxides are slightly weak, medium-heavy rare earths remain firm, scrap circulation tightens, and trading is in a stalemate.
[Oxides weaken slightly while medium-heavy rare earths stay firm; scrap circulation tightens, leading to a trading stalemate] Yesterday, NdFeB blank quotes temporarily held steady. The core reason was that stable raw material prices supported the stability of blank quotes. Regarding trading, as the off-season sets in, the production pace of end-users and motor factories is gradually slowing down. The release of rigid demand orders was moderate, while large-scale restocking orders have yet to be effectively released, resulting in a generally lukewarm overall NdFeB market trading volume.
11 hours ago
Li Huidi, Deputy General Manager of China Mobile Group, recently point - Shanghai Metals Market (SMM)