{"id":497823,"date":"2024-05-22T18:12:50","date_gmt":"2024-05-23T01:12:50","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/05\/%e8%8b%b1%e4%bc%9f%e8%be%be%e5%ae%a3%e5%b8%83%e6%8b%86%e8%82%a1-%e6%8e%a5%e4%b8%8b%e6%9d%a5-ai%e8%82%a1%e7%a5%a8\/"},"modified":"2024-05-22T18:13:21","modified_gmt":"2024-05-23T01:13:21","slug":"%e8%8b%b1%e5%81%89%e9%81%94%e5%ae%a3%e4%bd%88%e6%8b%86%e8%82%a1-%e6%8e%a5%e4%b8%8b%e4%be%86-ai%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/05\/%e8%8b%b1%e5%81%89%e9%81%94%e5%ae%a3%e4%bd%88%e6%8b%86%e8%82%a1-%e6%8e%a5%e4%b8%8b%e4%be%86-ai%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u82f1\u5049\u9054\u5ba3\u4f48\u62c6\u80a1\uff0c\u63a5\u4e0b\u4f86\u53ef\u80fd\u6703\u8f2a\u5230\u9019\u4e9bAI\u80a1\u7968"},"content":{"rendered":"<p>\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u6d6a\u6f6e\u4e4b\u4e0b\uff0c\u5f88\u591a\u7f8e\u80a1\u7684AI\u80a1\u7968\u50f9\u683c\u4e5f\u96a8\u4e4b\u66b4\u6f32\uff0c\u80a1\u50f9\u9ad8\u4e86\uff0c\u81ea\u7136\u5c31\u6703\u7522\u751f\u62c6\u80a1\u7684\u9700\u6c42\u3002\u5c31\u5728\u4eca\u5929\uff0cAI\u660e\u661f\u80a1<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\">\u82f1\u5049\u9054NVIDIA\uff08NASDAQ:NVDA\uff09<\/a>\u5728\u5b83\u7684\u4e00\u5b63\u5ea6\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u671f\u9593\u5ba3\u4f4810\u6bd41\u7684\u80a1\u7968\u5206\u62c6\u3002<\/p>\n<p>\u62c6\u80a1\u96d6\u7136\u4e0d\u6703\u6539\u8b8a\u4e00\u5bb6\u516c\u53f8\u7684\u5e02\u503c\u6216\u57fa\u672c\u9762\uff0c\u4f46\u537b\u80fd\u63d0\u5347\u80a1\u7968\u7684\u6d41\u52d5\u6027\u548c\u5438\u5f15\u529b\uff0c\u56e0\u6b64\u6210\u70ba\u4e86\u80a1\u50f9\u4e0a\u6f32\u7684\u4e00\u500b\u91cd\u8981\u7684\u50ac\u5316\u5291\u3002\u56e0\u6b64\uff0c\u5373\u4f7f\u4e0b\u9762\u90194\u53eaAI\u80a1\u7968\u7684\u50f9\u683c\u5df2\u7d93\u5927\u6f32\uff0c\u4f46\u5982\u679c\u5b83\u5011\u4e5f\u5ba3\u4f48\u62c6\u80a1\u80a1\u50f9\uff0c\u80a1\u50f9\u6709\u671b\u9032\u4e00\u6b65\u8d70\u9ad8\u3002<\/p>\n<h2>1. Super Micro Computer<\/h2>\n<p>2021\u5e747\u6708\u6700\u8fd1\u4e00\u6b21\u62c6\u80a1\u4ee5\u4f86\uff0c\u82f1\u5049\u9054\u7684\u80a1\u50f9\u6f32\u4e865\u500d\uff0c\u4f46Super Micro Computer Inc\uff08NASDAQ:SMCI\uff09\u7684\u80a1\u50f9\u4e0d\u52303\u5e74\u6642\u9593\u6f32\u4e8625\u500d\u81f3\u5927\u7d04900\u7f8e\u5143\uff0c\u6f32\u5e45\u9060\u9ad8\u65bc\u524d\u8005\u3002\u9019\u53eaAI\u80a1\u7968\u7684\u5e02\u76c8\u7387\u4e5f\u5f9e\u539f\u4f86\u7684\u500b\u4f4d\u6578\u98c6\u5347\u81f350\uff0c\u62c6\u80a1\u689d\u4ef6\u8da8\u65bc\u6210\u719f\u3002Super Micro Computer\u7684\u6210\u529f\u5f97\u76ca\u65bc\u5b83\u7684\u5546\u696d\u6a21\u5f0f\uff0c\u5177\u9ad4\u4f86\u8aaa\u5c31\u662f\u9ad8\u5ea6\u6a21\u584a\u5316\u7684\u670d\u52d9\u5668\u6a21\u584a\u6216\u7d44\u4ef6\u53ef\u4ee5\u6eff\u8db3\u5927\u898f\u6a21\u5b9a\u5236\u7684\u9700\u6c42\uff0c\u540c\u6642\u9084\u80fd\u964d\u4f4e\u6210\u672c\u3002\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u670d\u52d9\u5668\u7684\u7bc0\u80fd\u6027\u5728AI\u9ad8\u8017\u96fb\u548c\u9ad8\u6210\u672c\u80cc\u666f\u4e0b\u66f4\u53d7\u6b61\u8fce\u3002<\/p>\n<h2>2. \u535a\u901a<\/h2>\n<p>\u82af\u7247\u88fd\u9020\u5546\u535a\u901aBroadcom\uff08NASDAQ:AVGO\uff09\u7684\u80a1\u50f9\u4e0a\u6f32\u81f31400\u7f8e\u5143\u4ee5\u4e0a\uff0c\u80a1\u50f9\u5f88\u9ad8\uff0c\u62c6\u80a1\u689d\u4ef6\u6210\u719f\u3002\u9664\u4e86\u8a72\u516c\u53f8\u7684\u7db2\u7d61\u548c\u8def\u7531\u82af\u7247\uff08Tomahawk\u548cJericho\u54c1\u724c\uff09\uff0c\u6578\u64da\u4e2d\u5fc3\u7db2\u7d61\uff0c\u4ee5\u53ca\u5c08\u7528\u7684\u5c08\u7528\u96c6\u6210\u96fb\u8def\uff08ASIC\uff09\u5747\u76f4\u63a5\u53d7\u76ca\u65bcAI\u4e4b\u5916\uff0c\u535a\u901a\u7684\u6210\u529f\u9084\u5f97\u76ca\u65bc\u8a72\u516c\u53f8\u7684\u4e26\u8cfc\u6230\u7565\u30022018\u5e74\uff0c\u8a72\u516c\u53f8\u6536\u8cfc\u7b2c\u4e00\u5bb6\u8edf\u4ef6\u516c\u53f8California Technologies\uff0c2019\u5e74\u6536\u8cfc\u7db2\u7d61\u5b89\u5168\u516c\u53f8\u8cfd\u9580\u9435\u514b\uff0c\u6b64\u5f8c\u53c8\u6536\u8cfc\u4e86\u6df7\u5408\u96f2\u548c\u6578\u64da\u4e2d\u5fc3\u516c\u53f8VMware\u3002\u5230\u76ee\u524d\u70ba\u6b62\uff0c\u535a\u901a\u7684\u8edf\u4ef6\u696d\u52d9\u6536\u5165\u5360\u6bd4\u5df2\u7d93\u5347\u81f340%\u5de6\u53f3\uff0c\u6210\u9577\u70ba\u4e00\u5bb6\u591a\u5143\u5316\u7684\u79d1\u6280\u5e73\u81fa\u516c\u53f8\u3002<\/p>\n<h2>3. \u963f\u65af\u9ea5\u63a7\u80a1<\/h2>\n<p>\u4efb\u4f55\u4e00\u6b3e\u5c16\u7aef\u534a\u5c0e\u9ad4\u7684\u751f\u7522\uff0c\u5305\u62ec\u82f1\u5049\u9054\u7684GPU\u5728\u5167\uff0c\u90fd\u96e2\u4e0d\u958b\u8377\u862d\u5149\u523b\u6280\u8853\u516c\u53f8\u963f\u65af\u9ea5\u63a7\u80a1ASML Holding\uff08NASDAQ:ASML\uff09\u7684EUV\u5149\u523b\u6a5f\u3002\u8a72\u80a1\u80a1\u50f9\u904e\u53bb5\u5e74\u5927\u6f32367%\u81f3940\u7f8e\u5143\uff0c\u662f\u6f5b\u5728\u7684\u62c6\u80a1\u5019\u9078\u80a1\u7968\u3002\u963f\u65af\u9ea5\u7684EUV\u5149\u523b\u6a5f\u6280\u8853\u77ed\u671f\u4e4b\u5167\u96e3\u4ee5\u88ab\u8907\u88fd\uff0c\u6700\u8fd1\u9084\u63a8\u51fa\u4e86\u6700\u65b0\u6b3e\u7684\uff0c\u5206\u8fa8\u7387\u90548\u7d0d\u7c73\u7684High-NA EUV\u5149\u523b\u6a5f\u3002high-NA\u6bcf\u53f0\u5b9a\u50f9\u57283-4\u5104\u7f8e\u5143\u4e4b\u9593\uff0c\u9019\u5c07\u70ba\u963f\u65af\u9ea5\u5e36\u4f86\u5927\u91cf\u7684\u6536\u5165\u3002<\/p>\n<h2>4. 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