PDF 原檔：報告_OCP2026_貿聯_電網到位元_20261015_original.pdf
講者公開簡報（OCP 官方 Recorded Content 頁提供下載）。文字以 PyMuPDF 逐頁抽取，
### p<n>為頁碼；圖表內容見原檔。
圖片清單（已驗證 2026-10-19）
| 檔名 | 頁 | 分類 | 親眼所見內容 |
|---|---|---|---|
報告_OCP2026_貿聯_電網到位元_20261015_p8.png |
p8 | 真資料圖 | 機櫃內配電：44OU OCP ORv3 48Vdc 機櫃匯流排（標示 up to 1.4kA、設計到 3kA）、液冷匯流排（3.2kA 起，bottom-to-top／bottom-to-bottom 流向）、電源架內 DC 電源連接器與電源架匯流排（up to 110kW） |
報告_OCP2026_貿聯_電網到位元_20261015_p9.png |
p9 | 真資料圖 | 「HVDC – pushing to 800V」電源機櫃與運算機櫃兩座機櫃示意，編號 1–9 連接器：AC PDU 線端連接器、AC/DC 電源架線端連接器、800Vdc 連接器（touch-proof／clip）、800Vdc 機櫃匯流排、800Vdc DC PDU 輸出連接器（arcing protection）、800Vdc DC/DC 電源架輸入連接器（arcing protection）、ORv3 48V 匯流排連接器、ORv3 48V 液冷機櫃匯流排、800Vdc 互連線（arcing protection） |
報告_OCP2026_貿聯_電網到位元_20261015_p11.png |
p11 | 真資料圖 | 液冷 OSFP cage：1U 交換器面板上單管路冷卻管路實體示意與高密度 cage 陣列；三項賣點 Optimized single-pipe routing／Flexible High-Density Configuration／Balanced Thermal Performance；標註 Demo at booth B29 |
報告_OCP2026_貿聯_電網到位元_20261015_p13.png |
p13 | 真資料圖 | BizLink Rack Management Controller（RMC）機櫃管理架構：RMC 連網路交換器、GB200 伺服器（經 BMC）、液冷與備援電池陣列；四點 Telemetry Standardization／Mechanical Completeness／Automated Mitigation／Detection Coverage |
報告_OCP2026_貿聯_電網到位元_20261015_p17.png |
p17 | 真資料圖 | 銅纜新設計三款：Woven flat cable（編織扁平線）、Ultra-slim CPC system（AWG 39，SDD21 曲線延伸到約 110GHz，標示 suck-out free to 110GHz、ready for 448G with PAM4，並排硬幣比大小的線束實物）、Double-helix cable（雙螺旋線微距照） |
原始內容
p1
© 2026 BizLink Group. All Rights Reserved Confidential From grids to bits Data centre interconnects - where possibilities connect Dr. Hendrik Coldenstrodt CTO Computing and Transportation Business Group BizLink Group 1
p2
© 2026 BizLink Group. All Rights Reserved Confidential Inference inflection point Agentic AI driving the needs for AI giga-factories 2 Perceptive AI Generative AI Agentic AI Inference inflection point: Inference, i.e. productive, compute outpacing training.
p3
© 2026 BizLink Group. All Rights Reserved Confidential Just like ordinary factories, AI factories need power …and Giga-factories need Gigawatts of power 3 Axel Campos and Ben Cottier (2026), "The record for power capacity in a single data center has doubled every 10 months". Published online at epoch.ai. Retrieved from 'https://epoch.ai/data- insights/frontier-data-center-power' [online resource]. Accessed 9 Oct 2026. Yafah Edelman et al. (2026), "Global AI power capacity is now comparable to peak power usage of New York State". Published online at epoch.ai. Retrieved from 'https://epoch.ai/data-insights/ai-datacenter-power' [online resource]. Accessed 9 Oct 2026.
p4
© 2026 BizLink Group. All Rights Reserved Confidential Interconnects for grid applications 4 Inverter/Converter - Transformer - Cabinet 4
p5
© 2026 BizLink Group. All Rights Reserved Confidential Insensitive to geometry Current rating of cables changes with geometry and bunching (de-rating). ● Example: current I = 2500A in a phase bundle (four wires) ● Silicone without derating at Iw = 2.5kA / 4 = 625A, corresponding to 4x185mm2 ● Legacy cable gets derated with k1=1.1, resulting in effective current of I’ = 4x825A and cross section of 4x240mm2 Grey space advantages and use cases of silicone cables Heat insensitive Current rating of cables changes with temperature (de-rating). ● Example: current I = 400A @122°F ambient temperature ● Silicone cable without derating requires cross section of 95mm2 ● Legacy cable gets derated with k1=0.82, resulting in effective current of I’ = 488A and cross section of 120mm2 5 By the way… it is silicone not silicon Silicone: a crosslinked elastomer (rubber), thus without state changes (at peaks even up to 750°F) and great Arrhenius Performance, i.e. durability under temperature exposure.
p6
© 2026 BizLink Group. All Rights Reserved Confidential Power to the rack 6 • Power requirements are increasing • Need more whips to provide power • Whips getting bigger with increasing power • Back of the rack already getting crowded Tap boxes and power whips routing power off the busway Tap boxes attaching to busway Power whips
p7
© 2026 BizLink Group. All Rights Reserved Confidential • Power and currents increasing • Thicker whips and/or more whips • Already crowded • Need flexibility to allow tighter cable routing • This can be size or materials • Standard cables more prone to temperature issues for smaller diameters Silicone power whips 7 • Flexibility – about 50% lower bending force required • Better temperature performance Providing a solution to increasing power requirements for AI compute Silicone power whips
p8
© 2026 BizLink Group. All Rights Reserved Confidential 44OU OCP ORV3 48Vdc • up to 1.4kA • designs up to 3kA Liquid cooling starting at 3.2kA • bottom to top flow • bottom to bottom flow Distribution in the rack 8 Busbars, connectors, and in the shelf DC Power Connectors Power shelf busbars up to 110kW … and within the power shelf Rack busbars – distribution in the rack
p9
© 2026 BizLink Group. All Rights Reserved Confidential HVDC – pushing to 800V 9 Power rack and compute rack solutions
p10
© 2026 BizLink Group. All Rights Reserved Confidential Enclosures / chassis Racks, enclosures, and keeping things cool 10 Strategically adding technologies through Interplex Data centre racks Server cooling solutions CMA & Accessories
p11
© 2026 BizLink Group. All Rights Reserved Confidential Liquid cooled OSFP cage 11 BizLink’s answer to increased power demands for pluggables Optimized single-pipe routing Flexible High-Density Configuration Balanced Thermal Performance
p12
© 2026 BizLink Group. All Rights Reserved Confidential Leak detection system 12 BizLink’s daisy-chain design • Less cables • Supports better airflow • Faster troubleshooting • Easier scalability For peace of mind in liquid cooled system Traditional star topology • Many, bulky cables • More difficult airflow • Diffictult troubleshooting
p13
© 2026 BizLink Group. All Rights Reserved Confidential BizLink Rack Management Controller 13 Seamless integration made easy Telemetry Standardization Mechanical Completeness Detection Coverage Automated Mitigation
p14
© 2026 BizLink Group. All Rights Reserved Confidential Compute power has been growing exponentially One constant across all applications – need for higher data rates 14 Robi Rahman and David Owen (2024), "The training compute of notable AI models has been doubling roughly every six months". Pu blished online at epoch.ai. Retrieved from 'https://epoch.ai/data-insights/compute-trend-post-2010' [online resource]. Accessed 10 Oct 2026. Epoch AI, 'Data on machine learning hardware'. Published online at epoch.ai. Retrieved from 'https://epoch.ai/data/machine-learning- hardware' [online resource]. Accessed 10 Oct 2026.
p15
© 2026 BizLink Group. All Rights Reserved Confidential High-speed data transmission requirements Inference inflection point bringing additional challenges 15 Generative AI Training 1:4 to 1:8 GPU-heavy compute CPU GPU GPU GPU CPU GPU Agentic AI / Inference 1:2 to 1:1 CPU Resurgence Phase CPU CPU GPU GPU CPU GPU Traditional / Before AI 2:1 to 4:1 CPU-Dominant CPU CPU CPU GPU CPU CPU • Scale-Up • Massive parallel computing • Scale Out and Across • Memory bandwidth • Traditional networking • High core count
p16
© 2026 BizLink Group. All Rights Reserved Confidential Copper connectivity facing growing challenges 16 „There will always be a place for copper“ (?) • Keeping PAM 4 coding will push Nyquist frequency past 100 GHz • Denser coding tightens SNR requirements • Cable weight and size • Things getting crowded • Need higher density • Need tighter bends • Avoid impeding on airflow • Passive copper for low power consumption • Heat management using liquid cooled connectors
p17
© 2026 BizLink Group. All Rights Reserved Confidential New solutions for pushing the limits with copper 17 Smaller and more flexible cables to keep copper going Woven flat cable •Patented design for reduced diameter and increased flexibility •Improving airflow and assembly Ultra-slim CPC system •Ultra-slim AWG 39 •Suck-out free to 110GHz – ready for 448G with PAM 4 Double-helix cable •Better signal wire coupling using patented design •Enabling very good symmetry •Low intrinsic torsion and excellent flexibility
p18
© 2026 BizLink Group. All Rights Reserved Confidential Fibre growing with many key technologies maturing now 18 Fibre pushing speed, density, and link lengths Optical circuit switching 448G links with PAM 4 High density form factors Road to near- packaged and co- packaged optics
p19
© 2026 BizLink Group. All Rights Reserved Confidential Optical interconnect solutions Low loss and high-density patch cords with (multi-)fibre connectors 19 ● SM, MM, and PM ● SC, LC, FC, ST, and more ● MTP, MPO, MMC, SN, and more ● Break-/Fan-outs ● Typical MPO and MMC IL<0.1dB MMC patch cord Multiple options
p20
© 2026 BizLink Group. All Rights Reserved Confidential NPO and CPO 20 Fibre attach units, shuffle boxes, and alignment Fibre shuffle box Fibre attach units
p21
Chief Technology Officer Computing and Transportation Business Group Dr. Hendrik Coldenstrodt