{"id":615427,"date":"2026-01-16T04:30:38","date_gmt":"2026-01-16T12:30:38","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/01\/memory-nvda-amd-dell-anet-bbai\/"},"modified":"2026-01-16T04:30:38","modified_gmt":"2026-01-16T12:30:38","slug":"memory-nvda-amd-dell-anet-bbai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/01\/memory-nvda-amd-dell-anet-bbai\/","title":{"rendered":"Memory \u74f6\u9888\u4e3b\u5bfc\u7684\u884c\u60c5\uff1aNVDA AMD DELL ANET BBAI"},"content":{"rendered":"

\u4eca\u65e5\u76d8\u9762\u4e0d\u7b49\u4eba\u3002Morgan Stanley \u628a\u5185\u5b58\u79f0\u4e3a\u65b0\u7684 AI \u74f6\u9888\uff0c\u5e02\u573a\u76f4\u63a5\u51b2\u5411\u4efb\u4f55\u4e0e\u9ad8\u5e26\u5bbd\u5185\u5b58\u3001\u670d\u52a1\u5668\u5efa\u8bbe\u6216 AI \u57fa\u7840\u8bbe\u65bd\u76f8\u5173\u7684\u6807\u7684\u3002\u6700\u6d3b\u8dc3\u7684\u540d\u5b57\u90fd\u5f88\u660e\u663e\uff1a\u82af\u7247\u3001\u670d\u52a1\u5668\u3001\u4ea4\u6362\u673a\uff0c\u4ee5\u53ca\u4e00\u4e2a\u6295\u673a\u6027\u7684 AI \u9644\u5e26\u6807\u7684\u3002\u5171\u540c\u7ebf\u7d22\u5f88\u7b80\u5355\uff1a\u5982\u679c HBM \u4f9b\u5e94\u7d27\u7f3a\uff0c\u5b9a\u4ef7\u6743\u638c\u63e1\u5728\u8d62\u5bb6\u624b\u91cc\uff0c\u5176\u5b83\u4eba\u53ea\u597d\u591a\u638f\u94b1\u3002<\/p>\n

1. Nvidia (NVDA) \u2014 AI \u82af\u7247\u9047\u4e0a HBM \u7a00\u7f3a<\/h3>\n

\u9a71\u52a8\u56e0\u7d20\uff1a\u89c4\u6a21\u4e0e\u7a00\u7f3a\u3002Nvidia \u7ee7\u7eed\u4e3b\u5bfc AI \u8ba1\u7b97\u6808\uff0c\u540c\u65f6\u4f9d\u8d56 SK Hynix\u3001Micron \u548c Samsung \u7684\u9ad8\u5e26\u5bbd\u5185\u5b58\u4e3a H100 \u4e0e B100 \u7ea7\u52a0\u901f\u5668\u4f9b\u8d27\u3002\u80a1\u4ef7\u4e0a\u6da8 3.17% \u81f3 188.94 \u7f8e\u5143\uff0c\u6210\u4ea4\u91cf 1.19887 \u4ebf\u80a1\uff0c\u540d\u5217\u6700\u6d3b\u8dc3\u7fa4\u4f53\u3002\u516c\u53f8\u5728 2025 \u5e74\u7a81\u7834 4 \u5146\u4e0e 5 \u5146\u5e02\u503c\u5173\u53e3\uff0c\u4e0d\u4ec5\u4ec5\u662f\u56e0\u4e3a\u82af\u7247\uff1b\u66f4\u56e0\u4e3a\u63a7\u5236\u4e86 AI \u7269\u6599\u6e05\u5355\u7684\u5173\u952e\u73af\u8282\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u6d41\u52a8\u6027\u6df1\u3001\u673a\u6784\u9700\u6c42\u6301\u7eed\uff0c\u4ee5\u53ca\u5728 HBM \u7ea6\u675f\u53d9\u4e8b\u6536\u7d27\u65f6\u7684\u76d8\u4e2d\u6284\u5e95\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u63d0\u793a\uff1a\u8fd9\u4f4d AI \u9886\u8dd1\u8005\u7684\u541e\u5410\u91cf\u53d7\u5236\u4e8e HBM \u53ef\u5f97\u6027\uff0c\u800c\u975e\u610f\u613f\u3002\u5173\u6ce8 HBM \u4f9b\u5e94\u5546\u4e0e\u6570\u636e\u4e2d\u5fc3\u8d44\u672c\u652f\u51fa\u7684\u66f4\u65b0\uff0c\u4ee5\u5224\u65ad\u51fa\u8d27\u8282\u594f\u4e0e\u5229\u6da6\u7387\u3002\u5185\u5b58\u7d27\u5f20\u4fdd\u6301 Nvidia \u7684\u5b9a\u4ef7\u6743\uff1b\u4efb\u4f55\u53ef\u4fe1\u7684 HBM \u7f13\u89e3\u4fe1\u53f7\u90fd\u53ef\u80fd\u5feb\u901f\u538b\u7f29\u8fd9\u4e00\u6ea2\u4ef7\u3002<\/p>\n

2. Advanced Micro Devices (AMD) \u2014 \u6311\u6218\u8005\u4e58 HBM3E \u4e1c\u98ce<\/h3>\n

\u9a71\u52a8\u56e0\u7d20\uff1a\u4efd\u989d\u589e\u957f\u5e0c\u671b\u4e0e\u66f4\u591a\u5185\u5b58\u3002\u53d7 MI300 \u52a8\u91cf\u63a8\u52a8\u4ee5\u53ca\u82e5\u5e72\u4f9b\u5e94\u5546\u5728\u5185\u5b58\u53ef\u7528\u6027\u6269\u5f20\u65f6\u80fd\u5206\u5f97\u66f4\u5927 AI \u52a0\u901f\u5668\u4efd\u989d\u7684\u9884\u671f\uff0cAMD \u98d9\u5347 11.4%\u3002\u5c40\u9762\u770b\u8d77\u6765\u719f\u6089\uff1aAMD \u7684\u6210\u529f\u4e0e\u5176\u7edd\u5bf9\u6027\u80fd\u5439\u5618\u65e0\u5173\uff0c\u66f4\u5728\u4e8e\u5f53 HBM3E \u914d\u989d\u6269\u5927\u65f6\u5b83\u662f\u4e0b\u4e00\u4e2a\u53d7\u76ca\u8005\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u4e24\u4f4d\u6570\u4e0a\u6da8\u5e76\u4f34\u968f\u9ad8\u540d\u4e49\u6210\u4ea4\u989d\uff0c\u8fd1\u6708\u8ba4\u8d2d\u4e70\u76d8\u6d8c\u5165\uff0c\u7a7a\u5934\u5728\u65b0\u8ba2\u5355\u4f20\u95fb\u524d\u56de\u64a4\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u63d0\u793a\uff1a\u6267\u884c\u5373\u662f\u901a\u9053\u3002AMD \u7684\u4e0a\u884c\u53d7\u5236\u4e8e HBM \u914d\u989d\u4e0e\u6a21\u5757\u826f\u7387\uff1b\u5f53 HBM \u4f9b\u5e94\u7d27\u5f20\u65f6\uff0c\u9700\u8981\u8010\u5fc3\u3002\u5982\u679c\u4f9b\u5e94\u5982\u5382\u5546\u6240\u6697\u793a\u90a3\u6837\u6269\u5f20\uff0cAMD \u5728\u51fa\u8d27\u4e0a\u6709\u60ca\u559c\u7a7a\u95f4\uff0c\u4f46\u968f\u7740\u91c7\u8d2d\u7a97\u53e3\u5f00\u5408\uff0c\u9884\u8ba1\u6ce2\u52a8\u6027\u4f1a\u52a0\u5927\u3002<\/p>\n

3. Dell Technologies (DELL) \u2014 \u5185\u5b58\u5230\u4f4d\u670d\u52a1\u5668\u624d\u6210\u4ea4<\/h3>\n

\u9a71\u52a8\u56e0\u7d20\uff1aAI \u670d\u52a1\u5668\u79ef\u538b\u8ba2\u5355\u9047\u5230\u4e0a\u8c03\u76ee\u6807\u3002Dell \u5728\u628a\u5176\u5168\u5e74\u8425\u6536\u589e\u957f\u76ee\u6807\u4ece 3\u20134% \u4e0a\u8c03\u81f3 7\u20139% \u540e\u4e0a\u6da8 9.1%\uff0c\u8fd9\u662f AI \u670d\u52a1\u5668\u9700\u6c42\u771f\u5b9e\u4e14\u5728\u79ef\u7d2f\u7684\u5178\u578b\u4fe1\u53f7\u3002\u4f46\u8981\u628a\u673a\u67b6\u4ea4\u4ed8\u51fa\u53bb\uff0c\u9700\u8981\u88c5\u914d\u6709 HBM \u7684\u52a0\u901f\u5668\u5e76\u5b8c\u6210\u7f51\u7edc\u9a8c\u8bc1\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5927\u76d8\u79d1\u6280\u516c\u53f8\u4e2d\u7684\u52a8\u91cf\u80a1\uff0c\u5bf9\u786c\u4ef6 OEM \u6765\u8bf4\u6210\u4ea4\u91cf\u504f\u5927\uff0c\u5bf9\u8d85\u5927\u5ba2\u6237\u8ba2\u5355\u65f6\u70b9\u654f\u611f\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u63d0\u793a\uff1a\u79ef\u538b\u4e0d\u662f\u8425\u6536\uff0c\u76f4\u5230\u96f6\u90e8\u4ef6\u5230\u4f4d\u3002Dell \u7684 AI \u6536\u5165\u8f6c\u6362\u53d6\u51b3\u4e8e\u5408\u4f5c\u4f19\u4f34\u7684 HBM \u4e0e GPU \u4ea4\u4ed8\uff0c\u4ee5\u53ca\u5728\u7f51\u7edc\u548c\u6563\u70ed\u65b9\u9762\u7684\u7d27\u5bc6\u96c6\u6210\u3002\u968f\u7740\u5185\u5b58\u4ea7\u80fd\u6269\u5f20\uff0cDell \u7684\u53d1\u7968\u4f1a\u51fa\u6765\uff1b\u82e5 HBM \u4f9d\u65e7\u53d7\u9650\uff0c\u9884\u8ba1\u4ea4\u4ed8\u65f6\u70b9\u5ef6\u540e\u4f46\u8ba2\u5355\u66f4\u96be\u64a4\u9500\u3002\u503c\u5f97\u8ddf\u8e2a\u7684\u524d\u77bb\u6307\u6807\uff1a\u6765\u81ea SK Hynix\u3001Micron \u4e0e Samsung \u7684 HBM \u4f9b\u5e94\u8bc4\u8ff0\uff1b\u8fd9\u5bf9 Dell \u7684\u9886\u5148\u6307\u6807\u610f\u4e49\u4e0d\u4e9a\u4e8e\u4efb\u4f55\u6e20\u9053\u8c03\u67e5\u3002<\/p>\n

4. Arista Networks (ANET) \u2014 AI \u7f51\u7edc\uff0c\u53e6\u4e00\u4e2a\u74f6\u9888<\/h3>\n

\u9a71\u52a8\u56e0\u7d20\uff1a\u5e26\u5bbd\u5426\u5219\u4e00\u5207\u7686\u4f11\u3002Arista \u5728\u5bf9 GPU \u96c6\u7fa4\u4f9b\u7ed9\u7684 400G \u4e0e 800G \u4ea4\u6362\u673a\u9700\u6c42\u7a33\u5065\u4e0b\u4e0a\u6da8 8.3%\u3002\u5b83\u662f AI \u6784\u5efa\u4e2d\u4e0d\u90a3\u4e48\u5149\u9c9c\u7684\u4e00\u534a\uff0c\u4f46\u6ca1\u6709\u4f4e\u5ef6\u8fdf\u7ec7\u7f51\u5c31\u65e0\u6cd5\u8fdb\u884c\u6a21\u578b\u8bad\u7ec3\u3002\u6b63\u5982 Morgan Stanley \u5c06\u5185\u5b58\u89c6\u4e3a\u74f6\u9888\uff0c\u7f51\u7edc\u5c31\u5728\u65c1\u8fb9\uff1a\u5373\u4fbf\u4f60\u62ff\u5230 GPU \u4e0e HBM\uff0c\u82e5\u7ec7\u7f51\u6349\u895f\u89c1\u8098\uff0c\u8ba1\u7b97\u8d44\u6e90\u4e5f\u4f1a\u95f2\u7f6e\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u9ad8\u8d28\u91cf\u7684\u52a8\u91cf\u80a1\uff0c\u6210\u4ea4\u91cf\u5f3a\u52b2\uff0c\u4e70\u65b9\u5728 AI \u57fa\u7840\u8bbe\u65bd\u5fc5\u5907\u54c1\u4e2d\u8f6e\u52a8\u5165\u573a\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u63d0\u793a\uff1a\u968f\u7740\u8d85\u5927\u4e91\u4f9b\u5e94\u5546\u5728\u96c6\u7fa4\u8bbe\u8ba1\u4e0a\u5411\u66f4\u9ad8\u57fa\u6570\u7684 800G \u6807\u51c6\u5f52\u4e00\u5e76\u63a8\u8fdb\u5230 1.6T\uff0cArista \u4ecd\u662f\u6838\u5fc3\u4f9b\u5e94\u5546\u5e76\u5177\u6709\u6760\u6746\u4f5c\u7528\u3002\u7559\u610f\u4e91\u7aef\u8d44\u672c\u652f\u51fa\u6307\u5f15\u3001\u79ef\u538b\u4e0e\u4ea4\u8d27\u524d\u7f6e\u65f6\u95f4\u7684\u8bc4\u8ff0\u3002\u5982\u679c\u5185\u5b58\u74f6\u9888\u7f13\u89e3\u4e14 GPU \u51fa\u8d27\u52a0\u901f\uff0cArista \u7684\u6536\u5165\u62c9\u52a8\u901a\u5e38\u4f1a\u6ede\u540e\u4e00\u4e2a\u5b63\u5ea6\uff0c\u4f46\u968f\u7740\u7ec7\u7f51\u89c4\u6a21\u6269\u5927\u4ee5\u5438\u7eb3\u65b0\u589e\u8ba1\u7b97\u5bb9\u91cf\uff0c\u8fd9\u79cd\u62c9\u52a8\u4f1a\u66f4\u6301\u4e45\u3002<\/p>\n

5. BigBear.ai (BBAI) \u2014 \u6295\u673a\u6027\u7684 AI \u5206\u6790\u987a\u52bf\u800c\u4e3a<\/h3>\n

\u9a71\u52a8\u56e0\u7d20\uff1a\u540c\u60c5\u6027\u8d44\u91d1\u6d41\u4e0e\u5934\u6761\u6548\u5e94\u3002BigBear.ai \u5fae\u6da8 1.28%\uff0c\u6210\u4ea4\u91cf 4,952.7 \u4e07\u80a1\uff0c\u5bf9\u4e00\u5bb6\u5c0f\u76d8\u80a1\u800c\u8a00\u8fd9\u662f\u5f15\u4eba\u6ce8\u610f\u7684\u6210\u4ea4\u91cf\uff0c\u5728\u8fd9\u7c7b\u516c\u53f8\u91cc\u65b0\u95fb\u5173\u6ce8\u5e38\u5e38\u91cd\u4e8e\u57fa\u672c\u9762\u3002\u5728\u4e00\u4e2a\u7531\u5185\u5b58\u4e0e\u57fa\u7840\u8bbe\u65bd\u5b9a\u57fa\u8c03\u7684\u4ea4\u6613\u65e5\u91cc\uff0c\u4efb\u4f55\u8d34\u4e0a AI \u6807\u7b7e\u7684\u516c\u53f8\u90fd\u80fd\u5438\u5f15\u4e70\u76d8\uff0c\u56e0\u4e3a\u4ea4\u6613\u8005\u5728\u5bfb\u627e\u8d1d\u5854\u4e0e\u6d41\u52a8\u6027\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u9ad8\u6ce2\u52a8\u6027\u3001\u6362\u624b\u7387\u9ad8\uff0c\u5f53 AI \u677f\u5757\u76d8\u4e2d\u56de\u843d\u65f6\u5e38\u6709\u6025\u901f\u53cd\u8f6c\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u63d0\u793a\uff1a\u8fd9\u662f\u4e2a\u4ea4\u6613\u5de5\u5177\uff0c\u4e0d\u662f\u56f4\u7ed5\u5185\u5b58\u74f6\u9888\u7684\u6838\u5fc3\u4ee3\u7406\u3002\u5982\u679c\u4f60\u56e0\u7f51\u7edc\u5316\u7684 HBM \u8bba\u70b9\u6301\u6709 BBAI\uff0c\u4f60\u662f\u770b\u91cd\u52a8\u91cf\u800c\u975e\u7ecf\u8425\u6760\u6746\u3002\u628a\u79ef\u538b\u8d28\u91cf\u3001\u5408\u540c\u8d62\u5355\u4e0e\u73b0\u91d1\u6d88\u8017\u7684\u66f4\u65b0\u89c6\u4e3a\u552f\u4e00\u5b9e\u8d28\u6027\u951a\u70b9\uff1b\u5426\u5219\u8bf7\u5c06\u5934\u5bf8\u89c4\u6a21\u5f53\u4f5c\u671f\u6743\u800c\u975e\u957f\u671f\u6295\u8d44\u6765\u7ba1\u7406\u3002<\/p>\n

\u6295\u8d44\u8005\u89c6\u89d2<\/h3>\n

\u5185\u5b58\u5728 AI \u9886\u57df\u6210\u4e86\u65b0\u7684\u201c\u77f3\u6cb9\u201d\uff0c\u4eca\u65e5\u8d44\u91d1\u6d41\u52a8\u8868\u73b0\u5f97\u50cf\u5927\u5bb6\u521a\u53d1\u73b0\u94bb\u4e95\u6570\u91cf\u88ab\u9650\u5236\u4e00\u6837\u3002\u5f53 HBM \u7ea6\u675f\u6536\u7d27\u65f6\uff0cNvidia \u4e0e AMD \u7684\u80a1\u4ef7\u4f1a\u6ce2\u52a8\uff0c\u56e0\u4e3a\u7a00\u7f3a\u63a8\u9ad8\u4ef7\u683c\u5e76\u4fc3\u4f7f\u5ba2\u6237\u9884\u4ed8\u4ee5\u9501\u5b9a\u914d\u989d\u3002\u6cbf\u7740\u4ea7\u4e1a\u94fe\u4e0b\u6e38\uff0c\u4e00\u65e6 GPU \u4e0e\u5185\u5b58\u771f\u6b63\u5230\u4f4d\uff0cDell \u548c Arista \u5c31\u5f00\u59cb\u4ece\u5efa\u8bbe\u4e2d\u53d8\u73b0\uff0c\u4ea7\u751f\u53ef\u6301\u7eed\u8d85\u8fc7\u521d\u671f\u82af\u7247\u70ed\u6d6a\u7684\u5206\u9636\u6bb5\u8425\u6536\u6ce2\u3002\u5bf9\u6295\u673a\u7c7b\u6807\u7684\u800c\u8a00\uff0c\u4ea4\u6613\u7684\u662f\u53d9\u4e8b\u672c\u8eab\uff0c\u800c\u975e\u74f6\u9888\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5185\u5b58\u74f6\u9888\u5f15\u53d1NVDA\u3001AMD\u3001DELL\u3001ANET\u3001BBAI\u7b49\u80a1\u7968\u7684\u5e02\u573a\u72c2\u70ed\uff0c\u6295\u8d44\u8005\u8ffd\u9010AI\u524d\u666f\u4e0e\u9ad8\u5e26\u5bbd\u5185\u5b58\u7a00\u7f3a\u6027\uff0c\u800cNvidia\u548cAMD\u7b49\u6838\u5fc3\u73a9\u5bb6\u6700\u6709\u671b\u53d7\u76ca\u3002<\/p>\n","protected":false},"author":50,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[730,2387,741],"class_list":["post-615427","post","type-post","status-publish","format-standard","hentry","category-market-news-zh-hans","tag-730","tag-ai-sch","tag-741"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/615427","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=615427"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/615427\/revisions"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=615427"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=615427"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=615427"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}