Nvidia \u80a1\u50f9\u5728\u76e4\u5f8c\u4e0b\u8dcc\u8d85\u904e 3%\uff0c\u56e0\u70ba\u4f4e\u65bc\u9810\u671f\u7684\u8cc7\u6599\u4e2d\u5fc3\u696d\u7e3e\u63a9\u84cb\u4e86\u5f37\u52c1\u7684\u6574\u9ad4\u6210\u679c\u8207\u6a02\u89c0\u7684\u5c55\u671b\u3002\u9019\u4e00\u5b63\u5c55\u793a\u4e86\u4ee5\u66b4\u529b\u65b9\u5f0f\u9a45\u52d5\u7684 AI \u9700\u6c42\uff0c\u4f46\u4e5f\u51f8\u986f\u5730\u7de3\u653f\u6cbb\u7684\u4fb7\u9650\uff1aNvidia \u8868\u793a\u5728\u672c\u671f\u5167\u4e0d\u9810\u671f\u5411\u4e2d\u570b\u92b7\u552e\u4efb\u4f55 H20 \u6676\u7247\uff0c\u96a8\u8457\u9650\u5236\u8da8\u7dca\uff0c\u9019\u4e00\u632b\u6298\u52d5\u6416\u4e86\u5168\u7403 AI \u7522\u696d\u93c8\u7684\u4fe1\u5fc3\u3002<\/p>\n
\u6295\u8cc7\u4eba\u539f\u672c\u6e96\u5099\u8fce\u63a5\u5353\u8d8a\u8868\u73fe\uff0c\u7d50\u679c\u53ea\u662f\u975e\u5e38\u597d\u3002Nvidia \u7684\u8cc7\u6599\u4e2d\u5fc3\u71df\u6536\u2500\u2500AI \u7e41\u69ae\u7684\u5f15\u64ce\u2500\u2500\u672a\u9054\u83ef\u723e\u8857\u9810\u671f\uff0c\u524a\u5f31\u4e86\u672c\u61c9\u986f\u793a\u51fa\u5c11\u6578\u516c\u53f8\u80fd\u6bd4\u64ec\u4e4b\u898f\u6a21\u7684\u5831\u544a\u3002\u80a1\u50f9\u7684\u5373\u6642\u53cd\u61c9\u662f\u56de\u843d\uff0c\u986f\u793a\u5e02\u5834\u90e8\u7f72\u904e\u5ea6\u96c6\u4e2d\u3001\u9810\u671f\u751a\u9ad8\u3002\u5728\u4e00\u500b\u5b9a\u50f9\u8fd1\u4e4e\u5b8c\u7f8e\u7684\u5e02\u5834\uff0c\u5373\u4fbf\u6700\u53d7\u95dc\u6ce8\u7684\u71df\u6536\u9805\u76ee\u5c0f\u5e45\u843d\u7a7a\uff0c\u4e5f\u6703\u5f15\u767c\u4f30\u503c\u58d3\u7e2e\u3002\u9019\u6ce2\u8d70\u52e2\u8513\u5ef6\u81f3\u8207 Nvidia \u589e\u9577\u639b\u9264\u7684\u540c\u696d\u8207\u4f9b\u61c9\u5546\uff0c\u91cd\u7533\u4e86\u672c\u884c\u60c5\u7684\u4e00\u500b\u719f\u6089\u6a21\u5f0f\uff1a\u5728\u4f30\u503c\u88ab\u62c9\u9ad8\u4e14\u6301\u5009\u55ae\u908a\u6642\uff0c\u55ae\u4e00\u90e8\u9580\u7684\u9a5a\u5947\u6bd4\u6574\u9ad4\u8ca1\u5831\u8d85\u51fa\u66f4\u53d7\u91cd\u8996\u3002<\/p>\n
\u8868\u9762\u4e0a\uff0c\u8a72\u5b63\u582a\u7a31\u5c55\u793a\u5927\u6703\u3002\u71df\u6536\u5e74\u589e 56% \u81f3 467 \u5104\u7f8e\u5143\uff0c\u6de8\u5229\u5e74\u589e 59% \u81f3 264 \u5104\u7f8e\u5143\uff0c\u51f8\u986f\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u8207\u5927\u578b\u4f01\u696d\u5728 AI \u57fa\u790e\u8a2d\u65bd\u4e0a\u7684\u6301\u4e45\u652f\u51fa\u3002Nvidia \u6307\u5f15\u7b2c\u4e09\u5b63\u71df\u6536\u7d04 540 \u5104\u7f8e\u5143\uff0c\u9ad8\u65bc\u5e02\u5834\u7d04 531 \u5104\u7f8e\u5143\u7684\u9810\u671f\u3002\u554f\u984c\u5728\u65bc\u7d44\u5408\u3002\u7531\u65bc\u80a1\u50f9\u8207\u8cc7\u6599\u4e2d\u5fc3\u8d70\u52e2\u7dca\u5bc6\u76f8\u9023\uff0c\u8a72\u9805\u76ee\u7684\u5c0f\u5e45\u7f3a\u53e3\u5c0d\u65bc\u90a3\u4e9b\u4ee5\u55ae\u4f4d\u51fa\u8ca8\u3001\u7db2\u8def\u9644\u52a0\u548c\u8edf\u9ad4\u8ca2\u737b\u5916\u63a8\u7684\u6a21\u578b\u800c\u8a00\u5177\u6709\u904e\u5ea6\u5f71\u97ff\u529b\u3002\u7576\u6210\u9577\u6558\u4e8b\u4ecd\u5728\u4f46\u5e02\u5834\u9818\u5c0e\u7684\u90e8\u9580\u8868\u73fe\u4e0d\u53ca\u9810\u671f\u6642\uff0c\u6295\u8cc7\u4eba\u6703\u8fc5\u901f\u91cd\u65b0\u8a55\u4f30\u4f7f\u7528\u7387\u3001\u5f85\u8655\u7406\u8a02\u55ae\u8f49\u5316\u7387\u8207\u77ed\u671f\u7684\u5229\u6f64\u69d3\u687f\uff0c\u5373\u4fbf\u6574\u9ad4\u6307\u5f15\u512a\u65bc\u5171\u8b58\u3002<\/p>\n
\u4e2d\u570b\u7684\u9670\u5f71\u8b8a\u5f97\u66f4\u91cd\u3002Nvidia \u8868\u793a\u56e0\u61c9\u76f8\u95dc\u9650\u5236\uff0c\u672c\u5b63\u4e0d\u9810\u671f\u5411\u4e2d\u570b\u51fa\u8ca8 H20 \u6676\u7247\uff0c\u6b64\u524d\u6709\u5831\u5c0e\u7a31\u5317\u4eac\u5df2\u6307\u793a\u570b\u5167\u696d\u8005\u907f\u514d\u4f7f\u7528\u88ab\u964d\u7d1a\u7684\u96f6\u4ef6\uff0c\u4e14\u5728\u65e9\u5148\u7684\u4e00\u9805\u5b89\u6392\u4e2d\uff0c\u90e8\u5206 H20 \u6536\u5165\u5c07\u56de\u6d41\u7f8e\u570b\u4ee5\u63db\u53d6\u51fa\u53e3\u914d\u984d\u3002\u7d50\u679c\u662f\u5728\u4e00\u500b\u66fe\u88ab\u8996\u70ba\u9700\u6c42\u7a69\u5b9a\u5668\u7684\u5730\u5340\u51fa\u73fe\u77ed\u671f\u71df\u6536\u7a7a\u6d1e\u3002\u8d85\u8d8a\u91d1\u984d\u672c\u8eab\uff0c\u8a0a\u865f\u66f4\u70ba\u91cd\u8981\uff1a\u653f\u7b56\u80fd\u6bd4\u4f01\u696d\u91cd\u69cb\u7522\u54c1\u7dda\u66f4\u5feb\u5730\u6539\u8b8a AI \u4f9b\u61c9\u93c8\u8def\u5f91\u3002\u9019\u8b93\u5eab\u5b58\u898f\u5283\u3001\u901a\u8def\u7ba1\u7406\u8207\u6295\u8cc7\u4eba\u8a66\u5716\u5728\u7f8e\u570b\u76df\u53cb\u5e02\u5834\u8207\u53d7\u9650\u6cd5\u57df\u4e4b\u9593\u7e6a\u88fd\u7d44\u5408\u6642\u7684\u80fd\u898b\u5ea6\u8b8a\u5f97\u8907\u96dc\u3002\u5b83\u4e5f\u63d0\u9ad8\u4e86\u7af6\u722d\u8005\u5728\u4e2d\u570b\u586b\u88dc\u7a7a\u7f3a\u7684\u98a8\u96aa\uff0c\u540c\u6642 Nvidia \u5c07\u91cd\u5fc3\u653e\u5728\u8f03\u7121\u9650\u5236\u7684\u5730\u7406\u5340\u57df\u3002<\/p>\n
\u9ad8\u65bc\u5171\u8b58\u7684\u6307\u5f15\u901a\u5e38\u80fd\u63db\u4f86\u7d13\u56f0\u6027\u53cd\u5f48\u3002\u4f46\u9019\u6b21\u4f8b\u5916\u3002\u5e02\u5834\u5148\u524d\u504f\u5411\u4e00\u7a2e\u60c5\u5883\uff1a\u8cc7\u6599\u4e2d\u5fc3\u71df\u6536\u5c07\u5f37\u52e2\u8d85\u904e\u4f30\u8a08\uff0c\u800c\u65b0\u67b6\u69cb\u7121\u963b\u5730\u52a0\u901f\u63a8\u9032\u3002\u7ba1\u7406\u5c64\u7684 540 \u5104\u7f8e\u5143\u5c55\u671b\u61c9\u8a72\u8b49\u5be6\u4f86\u81ea\u4e3b\u8981\u96f2\u7aef\u5e73\u53f0\u5728\u751f\u6210\u5f0f AI \u5efa\u7f6e\u4e0a\u7684\u5065\u5eb7\u9700\u6c42\u3002\u4f46\u5728\u6b64\u5faa\u74b0\u968e\u6bb5\uff0c\u6295\u8cc7\u4eba\u6b63\u5728\u89e3\u6790\u6210\u9577\u7684\u578b\u614b\uff0c\u800c\u4e0d\u50c5\u662f\u898f\u6a21\u3002\u4efb\u4f55\u986f\u793a\u51fa\u51fa\u8ca8\u6642\u9593\u654f\u611f\u6216\u52a0\u901f\u5668\u3001\u7db2\u8def\u8207\u8edf\u9ad4\u7684\u7d44\u5408\u8207\u9810\u671f\u4e0d\u540c\u7684\u8de1\u8c61\uff0c\u90fd\u6703\u70ba\u6bdb\u5229\u7387\u8207\u76c8\u9918\u8d70\u52e2\u7559\u4e0b\u4fee\u6b63\u7a7a\u9593\u3002\u672c\u5b63\u7f3a\u4e4f\u4f86\u81ea\u4e2d\u570b\u7684 H20 \u91cf\u653e\u5927\u4e86\u9019\u4e9b\u654f\u611f\u9ede\uff0c\u5c07\u66f4\u591a\u57f7\u884c\u6b0a\u91cd\u63a8\u5411\u5317\u7f8e\u8207\u6b50\u6d32\uff0c\u6210\u70ba\u95dc\u9375\u7684\u64fa\u52d5\u56e0\u5b50\u3002<\/p>\n
\u9700\u6c42\u80cc\u666f\u4ecd\u7136\u7a69\u5065\u3002\u96f2\u7aef\u4f9b\u61c9\u5546\u6301\u7e8c\u63d0\u5347\u8cc7\u672c\u652f\u51fa\u4ee5\u90e8\u7f72\u5927\u578b\u8a9e\u8a00\u6a21\u578b\u8207\u63a8\u7406\u53e2\u96c6\u3002\u9019\u652f\u6490\u4e86 Nvidia \u7684\u6307\u5f15\uff0c\u4e26\u9a57\u8b49\u4e86 AI \u662f\u4e00\u6ce2\u57fa\u790e\u5efa\u8a2d\u9031\u671f\uff0c\u800c\u975e\u4e00\u6b21\u6027\u4e8b\u4ef6\u3002\u7136\u800c\u8cc7\u672c\u652f\u51fa\u5177\u6709\u5468\u671f\u6027\uff0c\u5ba2\u6236\u4e5f\u6703\u70ba\u4e86\u9054\u5230\u6548\u7387\u9580\u6abb\u800c\u5408\u7406\u5316\u90e8\u7f72\u3002\u9019\u610f\u5473\u8457\u8a02\u55ae\u7bc0\u594f\u53ef\u80fd\u6ce2\u52d5\uff0c\u56e0\u8cb7\u65b9\u5728\u96fb\u529b\u3001\u4f48\u5c40\u8207\u6a21\u578b\u6295\u8cc7\u5831\u916c\u7387\u4e4b\u9593\u5c0b\u6c42\u5e73\u8861\u3002\u5c0d Nvidia \u800c\u8a00\uff0c\u9019\u4f7f\u5f97\u4e0b\u4e00\u4ee3\u5e73\u53f0\u7684\u7121\u7e2b\u63a8\u5c55\u3001\u8207 HBM \u4f9b\u61c9\u8005\u7684\u7dca\u5bc6\u5c0d\u9f4a\uff0c\u4ee5\u53ca\u64f4\u5927\u8edf\u9ad4\u8b8a\u73fe\u4ee5\u7a69\u5b9a\u5229\u6f64\u7387\u8b8a\u5f97\u81f3\u95dc\u91cd\u8981\u3002\u904e\u53bb\u8a72\u80a1\u88ab\u8996\u70ba\u7121\u9650\u9700\u6c42\u7684\u66ff\u4ee3\u6307\u6a19\uff1b\u4eca\u65e5\u7684\u53cd\u61c9\u986f\u793a\u5e02\u5834\u958b\u59cb\u8a55\u4f30\u7bc0\u594f\uff0c\u800c\u4e0d\u50c5\u662f\u65b9\u5411\u3002<\/p>\n
\u885d\u64ca\u6ce2\u64f4\u6563\u81f3\u6574\u500b\u5340\u57df\u3002\u4e9e\u6d32\u4e3b\u8981\u79d1\u6280\u4f9b\u61c9\u5546\u80a1\u50f9\u4e0b\u632b\uff0c\u53f0\u7a4d\u96fb\u8207 Samsung \u7684\u8dcc\u5e45\u986f\u793a AI \u8ced\u6ce8\u5df2\u9ad8\u5ea6\u96c6\u4e2d\u3002\u7576 Nvidia \u6253\u5674\u568f\uff0c\u6574\u500b\u751f\u614b\u7cfb\u5c31\u6703\u611f\u5192\u3002\u5728\u7f8e\u570b\uff0c\u4ea4\u53c9\u6f6e\u6d41\u53cd\u6620\u5728\u8edf\u9ad4\u8207\u8cc7\u5b89\u80a1\uff0c\u4ea4\u6613\u8005\u5c0b\u627e\u4e8c\u968e\u52dd\u51fa\u8005\u8207\u843d\u6557\u8005\u3002Snowflake \u56e0\u8207 AI \u5c08\u6848\u76f8\u95dc\u7684\u6578\u64da\u5de5\u4f5c\u8ca0\u8f09\u6539\u5584\u8de1\u8c61\u800c\u4e0a\u6f32\uff0c\u800c CrowdStrike \u5247\u5728\u4e00\u6ce2\u5f37\u52e2\u4e4b\u5f8c\u51fa\u73fe\u8cc7\u91d1\u8f2a\u52d5\u800c\u4e0b\u6ed1\u3002\u9019\u4e9b\u52d5\u4f5c\u662f\u4e3b\u8cfd\u4e8b\u7684\u65c1\u6ce8\uff0c\u4f46\u5b83\u5011\u5f37\u8abf\u4e00\u500b\u8a0a\u606f\uff1aAI \u7684\u50f9\u503c\u93c8\u7dca\u5bc6\u76f8\u9023\uff0c\u9802\u7aef\u7684\u985b\u7c38\u6703\u5728\u534a\u5c0e\u9ad4\u3001\u8a18\u61b6\u9ad4\u3001\u7db2\u8def\u8207\u8edf\u9ad4\u9593\u7522\u751f\u9023\u9396\u53cd\u61c9\u3002<\/p>\n
\u4e09\u9805\u8981\u7d20\u5c07\u4e3b\u5c0e\u8a72\u80a1\u7684\u4e0b\u4e00\u6ce2\u8d70\u52e2\u3002\u7b2c\u4e00\uff0c\u653f\u7b56\u3002\u4efb\u4f55\u6709\u95dc\u51fa\u53e3\u7ba1\u5236\u3001\u57f7\u6cd5\u6216\u8c41\u514d\u7684\u52d5\u614b\uff0c\u90fd\u6703\u5f71\u97ff Nvidia \u591a\u5feb\u80fd\u91cd\u65b0\u9032\u5165\u4e2d\u570b\u5e02\u5834\u6216\u8f49\u5411\u5176\u4ed6\u7522\u54c1\u3002\u7b2c\u4e8c\uff0c\u4f9b\u61c9\u3002\u696d\u754c\u6b63\u5728\u95dc\u6ce8\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u7522\u91cf\u8207\u6a21\u7d44\u7d44\u88dd\u826f\u7387\uff1b\u82e5\u51fa\u73fe\u74f6\u9838\uff0c\u6703\u91cd\u5851\u51fa\u8ca8\u6642\u7a0b\u8207\u7d44\u5408\u3002\u7b2c\u4e09\uff0c\u5ba2\u6236\u6d88\u5316\u3002\u8d85\u5927\u96f2\u7aef\u696d\u8005\u4ecd\u5728\u8cfc\u8cb7\uff0c\u4f46\u5728\u8ca1\u653f\u5e74\u5ea6\u7d50\u675f\u8207\u65b0\u6a21\u578b\u767c\u5e03\u6642\uff0c\u6642\u9593\u9ede\u5c24\u5176\u91cd\u8981\uff0c\u7279\u5225\u662f\u4f01\u696d\u5728\u5927\u898f\u6a21\u63a8\u7406\u4e0a\u6e2c\u8a66\u6295\u8cc7\u5831\u916c\u7387\u3002\u9019\u4e9b\u9762\u5411\u7684\u660e\u6717\u5316\uff0c\u53ef\u80fd\u6703\u5c07\u6558\u4e8b\u5f9e\u4e00\u5b63\u7684\u7d44\u5408\u5931\u8aa4\uff0c\u91cd\u8a2d\u70ba\u652f\u6490\u7576\u524d\u500d\u6578\u7684\u8010\u4e45\u8dd1\u9053\u3002<\/p>\n
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