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\u4eba\u5de5\u667a\u80fd\u53d7\u76ca\u8005\u9996\u5148\u662f\u82f1\u5049\u9054\uff08NVDA\uff09<\/a>\uff0c\u7136\u5f8c\u662f\u8d85\u5fae\u96fb\u8166(SMCI)<\/a>\u3001\u6234\u723e(DELL)<\/a>\u3001Palantir (PLTR)<\/a>\u548c\u8a31\u591a\u5176\u4ed6\u516c\u53f8\u3002\u73fe\u5728\uff0c\u8f2a\u5230\u7f8e\u5149\u79d1\u6280\uff08MU\uff09<\/a>\u4e86\u3002\u5728\u7f8e\u5149\u516c\u4f48\u597d\u65bc\u9810\u671f\u7684\u7b2c\u4e8c\u8ca1\u5b63\u696d\u7e3e\u548c\u6307\u5f15\u5f8c\uff0c\u83ef\u723e\u8857\u5ba3\u4f48\uff0c\u7531\u65bc\u7f8e\u5149\u5728\u9ad8\u5e36\u5bec\u5167\u5b58\uff08HBM\uff09\u65b9\u9762\u7684\u5be6\u529b\uff0c\u6210\u70ba\u4eba\u5de5\u667a\u80fd\u7684\u4e0b\u4e00\u500b\u5927\u53d7\u76ca\u8005\u3002<\/p>\n

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Sur\u91cd\u7533\u4e86\u5c0d\u7f8e\u5149\u80a1\u7968\u7684\u589e\u6301\u8a55\u7d1a\uff0c\u4e26\u5c07\u76ee\u6a19\u50f9\u5f9e100\u7f8e\u5143\u4e0a\u8abf\u81f3130\u7f8e\u5143\uff0c\u4ed6\u6307\u51fa\uff0cHBM3e\uff08\u5c07\u7528\u65bc\u82f1\u5049\u9054\u7684H200GPU\uff09\u5c07\u4f7f\u8a72\u516c\u53f8\u4fdd\u6301\u5f37\u52e2\u5730\u4f4d\u3002\u96a8\u8457\u9032\u4e00\u6b65\u6539\u9032\uff0c\u6bdb\u5229\u7387\u4e5f\u6709\u53ef\u80fd\u4e0a\u5347\u3002\u96a8\u8457\u5e02\u5834\u7e7c\u7e8c\u610f\u8b58\u52302025\u5e74\u6536\u5165\/\u5229\u6f64\/\u76c8\u5229\u80fd\u529b\u7684\u6539\u5584\uff0c\u8a72\u80a1\u57282024\u5e74\u4e4b\u524d\u61c9\u8a72\u6703\u7e7c\u7e8c\u8dd1\u8d0f\u5927\u76e4\u3002<\/p>\n

\u622a\u81f32\u670829\u65e5\u7684\u671f\u9593\uff0c\u7f8e\u5149\u79d1\u6280\u6bcf\u80a1\u6536\u76ca\u8abf\u6574\u5f8c\u70ba0.42\u7f8e\u5143\uff0c\u6536\u5165\u70ba58.2\u5104\u7f8e\u5143\u3002\u671f\u5167\u8abf\u6574\u5f8c\u6bdb\u5229\u7387\u70ba20%\uff0c\u9060\u9ad8\u65bc\u7b2c\u4e00\u8ca1\u5b63\u76840.8%\u3002<\/p>\n

\u5206\u6790\u5e2b\u6b64\u524d\u9810\u8a08\u8a72\u516c\u53f8\u5c07\u5831\u544a\u8abf\u6574\u5f8c\u6bcf\u80a1\u8667\u640d0.24\u7f8e\u5143\uff0c\u6536\u5165\u70ba53.5\u5104\u7f8e\u5143\u3002<\/p>\n

\u5c55\u671b\u672a\u4f86\uff0c\u7f8e\u5149\u9810\u8a08\u7b2c\u4e09\u8ca1\u5b63\u6bcf\u80a1\u6536\u76ca\u57280.38\u7f8e\u5143\u81f30.52\u7f8e\u5143\uff0c\u92b7\u552e\u984d\u9810\u8a08\u70ba64\u5104\u81f368\u5104\u7f8e\u5143\u3002\u800c\u5206\u6790\u5e2b\u9810\u8a08\u92b7\u552e\u984d\u70ba60\u5104\u7f8e\u5143\uff0c\u6bcf\u80a1\u6536\u76ca\u70ba0.09\u7f8e\u5143\u3002<\/p>\n

\u6469\u6839\u58eb\u4e39\u5229\u5206\u6790\u5e2b<\/strong>Joseph Moore<\/strong>\u8868\u793a\uff1a<\/strong>\u201c\u66f4\u4ee4\u4eba\u9a5a\u8a1d\u7684\u662f\u7ba1\u7406\u5c64\u7684\u9577\u671f\u71b1\u60c5\uff0c\u4ed6\u5011\u547c\u7c72\u6bcf\u500b\u5b63\u5ea6\u4e0a\u6f32\u50f9\u683c\uff0c\u91cd\u75332025\u8ca1\u5e74\u5c07\u5be6\u73fe\u5275\u7d00\u9304\u7684\u71df\u6536\uff0c\u9810\u8a08\u96f2\u71df\u6536\u74b0\u6bd4\u589e\u9577\u4e00\u500d\u4ee5\u4e0a\uff0c\u540c\u6642\u4ed6\u5011\u8a8d\u70ba\u5ba2\u6236\u6e1b\u5c11\u4e86\u5eab\u5b58\u3002\u201dHBM\u7684\u8a55\u8ad6\u8207\u4e4b\u524d\u7684\u8a55\u8ad6\u4e00\u81f4\uff0c\u4f46\u4fe1\u5ff5\u4f3c\u4e4e\u66f4\u9ad8\uff0c128GB RDIMM\u5e36\u4f86\u7684\u6578\u5104\u7f8e\u5143\u6536\u5165\u662f\u4eba\u5de5\u667a\u80fd\u9a45\u52d5\u7684\u696d\u52d9\u4e2d\u88ab\u4f4e\u4f30\u7684\u90e8\u5206\u3002<\/p>\n

Moore\u5c0d\u7f8e\u5149\u79d1\u6280\u80a1\u7968\u7684\u8a55\u7d1a\u70ba\u201c\u6e1b\u6301\u201d\uff0c\u4f46\u5728\u696d\u7e3e\u516c\u4f48\u5f8c\uff0c\u4ed6\u5c07\u76ee\u6a19\u80a1\u50f9\u5f9e78\u7f8e\u5143\u4e0a\u8abf\u81f398\u7f8e\u5143\u3002<\/p>\n

\u7f8e\u5149\u7e3d\u88c1\u517c\u9996\u5e2d\u57f7\u884c\u5b98Sanjay Mehrotra\u8868\u793a\uff0c\u8a72\u516c\u53f8\u662f\u4eba\u5de5\u667a\u80fd\u5e36\u4f86\u7684\u591a\u5e74\u6a5f\u9047\u7684\u534a\u5c0e\u9ad4\u884c\u696d\u6700\u5927\u53d7\u76ca\u8005\u4e4b\u4e00\u3002<\/p>\n

\u5176\u4ed6\u4eba\u4e5f\u6ce8\u610f\u5230\u4e86\u7f8e\u5149\u79d1\u6280\u5c0d\u672a\u4f86\u7684\u770b\u597d\uff0c\u5176\u4e2d\u5305\u62ecArgus\u5206\u6790\u5e2bJim Kelleher\uff0c\u4ed6\u5c07\u8a72\u80a1\u8a55\u7d1a\u5f9e\u201c\u6301\u6709\u201d\u4e0a\u8abf\u81f3\u201c\u8cb7\u5165\u201d\uff0c\u4e26\u8a2d\u5b9a\u4e86140\u7f8e\u5143\u7684\u76ee\u6a19\u50f9\uff0c\u4e26\u4e14\u6307\u51fa\u5167\u5b58\u50f9\u683c\u4e0a\u6f32\u3001\u9700\u6c42\u5168\u9762\u5fa9\u8607\u4ee5\u53ca\u6578\u64da\u4e2d\u5fc3\u4eba\u5de5\u667a\u80fd\u9a45\u52d5\u7684\u9700\u6c42\u6fc0\u589e\u662f\u8a55\u7d1a\u4e0a\u8abf\u7684\u539f\u56e0\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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