{"id":604761,"date":"2025-11-19T05:19:19","date_gmt":"2025-11-19T13:19:19","guid":{"rendered":"https:\/\/nai500.com\/?p=604761"},"modified":"2025-11-19T05:19:19","modified_gmt":"2025-11-19T13:19:19","slug":"nvidia-2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/nvidia-2\/","title":{"rendered":"\u4e9e\u6d32\u5728\u4e2d\u65e5\u7dca\u5f35\u5347\u6eab\u4e4b\u969b\u8fce\u63a5 Nvidia \u885d\u64ca"},"content":{"rendered":"

\u4e9e\u6d32\u80a1\u5e02\u5728\u7b49\u5f85 Nvidia \u8ca1\u5831\u524d\u8f49\u5411\u98a8\u96aa\u898f\u907f\uff0c\u540c\u6642\u5317\u4eac\u8207\u6771\u4eac\u5728\u6676\u7247\u8207\u5b89\u5168\u653f\u7b56\u4e0a\u8a00\u8a5e\u66f4\u70ba\u5c16\u92b3\u3002\u9019\u5169\u500b\u6545\u4e8b\u76f8\u4e92\u4ea4\u7e54\uff1aAI \u5faa\u74b0\u98a8\u5411\u6a19\u7684\u8ca1\u5831\uff0c\u6b63\u597d\u5728\u65e5\u672c\u6536\u7dca\u7d93\u6fdf\u5b89\u5168\u7acb\u5834\u3001\u4e14\u4e2d\u570b\u5c0d\u7f8e\u570b\u76f8\u95dc\u79d1\u6280\u793a\u610f\u66f4\u56b4\u683c\u5be9\u67e5\u4e4b\u969b\u516c\u5e03\u3002\u90a3\u65af\u9054\u514b\u6628\u591c\u4e0b\u8dcc\u7d04 1.2%\uff0c\u8ddd\u8fd1\u671f\u9ad8\u9ede\u5df2\u56de\u843d\u8d85\u904e 6%\u3002\u65e5\u672c\u65e5\u7d93\u6307\u6578\u5728\u5148\u524d\u8dcc\u5e45\u5f8c\u6301\u5e73\uff0c\u9999\u6e2f\u6046\u751f\u6307\u6578\u4e0b\u6ed1 0.5%\u3002\u9019\u7a2e\u5c40\u9762\u4f7f\u5f97\u5e02\u5834\u5c0d\u4efb\u4f55\u986f\u793a AI \u9700\u6c42\u8da8\u65bc\u6b63\u5e38\u5316\u6216\u5730\u7de3\u653f\u6cbb\u5c07\u6539\u9053\u4f9b\u61c9\u93c8\u7684\u8de1\u8c61\u66f4\u70ba\u654f\u611f\u3002<\/p>\n

\u672c\u5730\u71b1\u9ede\uff1a\u5317\u4eac\u2014\u6771\u4eac\u5728\u6280\u8853\u7ba1\u63a7\u4e0a\u7684\u6469\u64e6<\/h3>\n

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\u4eca\u65e5\u5e02\u5834\uff1a\u4e9e\u6d32\u8868\u73fe\u6c89\u5bc2\uff0cAI \u751f\u614b\u91cd\u58d3<\/h3>\n

\u50f9\u683c\u8d70\u52e2\u986f\u793a\u7684\u662f\u8b39\u614e\u591a\u65bc\u6050\u614c\u3002\u65e5\u7d93 225 \u5927\u81f4\u6301\u5e73\uff0c\u9632\u79a6\u6027\u677f\u584a\u7684\u4e0a\u6f32\u62b5\u6d88\u4e86\u534a\u5c0e\u9ad4\u8207\u7cbe\u5bc6\u5de5\u5177\u7684\u5f31\u52e2\u3002\u6771\u8b49\u6210\u9577\u80a1\u6307\u8868\u73fe\u4e0d\u5982\u50f9\u503c\u80a1\u3002\u5728\u9999\u6e2f\uff0c\u6046\u751f\u6307\u6578\u5c0f\u5e45\u4e0b\u8dcc 0.5%\uff0c\u4ee5\u7db2\u8def\u8207\u786c\u9ad4\u80a1\u9818\u8dcc\u3002\u4e2d\u570b\u5883\u5167\u5e02\u5834\u8868\u73fe\u5206\u5316\uff1b\u79d1\u5275\u677f\u8d70\u5f31\u3002\u97d3\u570b\u7d9c\u5408\u80a1\u50f9\u6307\u6578\u5728\u76e4\u672b\u770b\u5230\u6676\u7247\u80a1\u56de\u843d\u3002\u5404\u90e8\u9580\u7684\u5c0d\u8a71\u4e00\u81f4\uff1a\u4ea4\u6613\u8005\u60f3\u8981\u7684\u662f\u95dc\u65bc Nvidia \u51fa\u8ca8\u8ecc\u8de1\u8207\u4e2d\u570b\u9700\u6c42\u7684\u660e\u78ba\u4fe1\u865f\uff0c\u800c\u4e0d\u50c5\u662f\u71df\u6536\u6216\u7372\u5229\u8d85\u9810\u671f\u7684\u6a19\u984c\u3002\u90a3\u65af\u9054\u514b\u4e0b\u8dcc 1.2% \u4e14\u5169\u65e5\u8dcc\u5e45\u64f4\u5927\uff0c\u4e9e\u6d32\u8ddf\u96a8\u7f8e\u570b\u8a9e\u8abf\uff0c\u4f46\u4e26\u672a\u5168\u9762\u53bb\u98a8\u96aa\u5316\u3002<\/p>\n

\u65e5\u672c\u79d1\u6280\u591a\u982d\u7a31\u4e26\u975e\u6ce1\u6cab<\/h3>\n

\u9762\u5c0d\u5e02\u5834\u7dca\u5f35\u60c5\u7dd2\uff0c\u65e5\u672c\u6700\u5927\u79d1\u6280\u57fa\u91d1\u91cd\u7533\u5176\u4fe1\u5ff5\u3002\u91ce\u6751\u8cc7\u7522\u7ba1\u7406\u7684 Japanese Information Electronics \u80a1\u7968\u57fa\u91d1\u5411\u672c\u5730\u5a92\u9ad4\u8868\u793a AI \u5faa\u74b0\u5c1a\u672a\u7d50\u675f\uff0c\u5c1a\u672a\u9054\u5230\u9802\u5cf0\u3002\u5982 Japan Times \u672c\u6708\u65e9\u4e9b\u6642\u5019\u5831\u5c0e\uff0c\u6295\u7d44\u4e3b\u7ba1 Fukuda Yasuyuki \u8868\u793a\u5e02\u5834\u6b63\u8655\u65bc\u300c\u7b2c\u4e8c\u5e55\u300d\uff0c\u300c\u5c1a\u975e\u6ce1\u6cab\u968e\u6bb5\u300d\u3002\u570b\u5167\u5a92\u9ad4\u8a9e\u6c23\u66f4\u70ba\u76f4\u767d\u3002\u65e5\u7d93\u5f15\u8ff0\u7d93\u7406\u4eba\u7a31\u300cAI\u95a2\u9023\u682a\u306f\u30d0\u30d6\u30eb\u3067\u306f\u306a\u3044\u300d\uff0c\u4e26\u6307\u51fa\u91cd\u9ede\u5728\u65bc\u91cf\u6e2c\u8207\u6aa2\u6e2c\u4f01\u696d\u7684\u76c8\u9918\u4fee\u6b63\u8207\u8a02\u55ae\u7a4d\u58d3\uff0c\u800c\u4e0d\u50c5\u662f\u672c\u76ca\u6bd4\u64f4\u5f35\u3002\u6771\u4eac\u7684\u7d30\u5fae\u5dee\u5225\u5728\u65bc\u8cc7\u91d1\u6d41\u5df2\u64f4\u6563\u81f3\u8207\u5de5\u5ee0\u81ea\u52d5\u5316\u53ca\u8cc7\u6599\u4e2d\u5fc3\u76f8\u95dc\u7684\u96f6\u7d44\u4ef6\u4f9b\u61c9\u5546\u8207\u8edf\u9ad4\u6574\u5408\u5546\uff0c\u800c\u4e0d\u53ea\u662f\u986f\u8457\u7684 GPU \u6295\u8cc7\u984c\u6750\u3002<\/p>\n

\u4e2d\u570b\u7684 AI \u50f9\u683c\u6230\uff1aDeepSeek \u7684\u901a\u7e2e\u98a8\u96aa<\/h3>\n

\u76f8\u5c0d\u8ad6\u9ede\u4f86\u81ea\u4e2d\u570b\u7684\u5e73\u53f0\u7d93\u6fdf\u3002\u7576\u5730\u79d1\u6280\u5a92\u9ad4\u5c0d DeepSeek \u8208\u8d77\u7684\u5831\u5c0e\u4e0d\u65b7\u300221st Century Business Herald \u5f37\u8abf\u56e0\u6a21\u578b\u58d3\u7e2e\u8207\u8cc7\u6599\u6548\u7387\u63d0\u5347\u800c\u5c0e\u81f4\u300c\u7b97\u529b\u6210\u672c\u7684\u5927\u5e45\u4e0b\u964d\u300d\uff0c\u9019\u63d0\u9ad8\u4e86\u65e2\u6709\u696d\u8005\u7684\u5229\u6f64\u58d3\u529b\u98a8\u96aa\u3002DeepSeek \u7684\u514d\u8cbb\u52a9\u7406\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\u5728 Apple \u4e2d\u570b App Store \u8d85\u904e\u7f8e\u570b\u7af6\u722d\u5c0d\u624b ChatGPT\uff0c\u8a72\u8f49\u6298\u5f15\u767c\u4e00\u6ce2\u5168\u7403 AI \u8ce3\u58d3\uff0c\u7576\u6642\u62b9\u53bb Nvidia \u7d04 5,930 \u5104\u7f8e\u5143\u7684\u5e02\u503c\u3002\u4e2d\u570b\u5a92\u9ad4\u50b3\u905e\u7684\u7b56\u7565\u8a0a\u606f\u5f88\u6e05\u695a\uff1a\u300c\u5927\u6a21\u578b\u8d70\u5411\u9ad8\u6548\u4f4e\u4ef7\u300d\u3002\u9019\u7a2e\u6558\u4e8b\u524a\u5f31\u4e86\u300c\u9ad8\u50f9\u683c\u7684\u7b97\u529b\u4ecd\u662f\u8ca8\u5e63\u5316\u74f6\u9838\u300d\u7684\u5047\u8a2d\u3002<\/p>\n

Nvidia \u5728\u4e2d\u570b\u7684\u7cfe\u845b\uff1a\u53cd\u58df\u65b7\u8207\u51fa\u53e3\u8a31\u53ef<\/h3>\n

\u76e3\u7ba1\u6469\u64e6\u975e\u865b\u69cb\u3002\u4e2d\u570b\u570b\u5bb6\u5e02\u5834\u76e3\u7763\u7ba1\u7406\u5c40\u5148\u524d\u8a8d\u5b9a Nvidia \u5728\u6536\u8cfc Mellanox \u6848\u4e2d\u9055\u53cd\u53cd\u58df\u65b7\u6cd5\uff0c\u7576\u5730\u5a92\u9ad4\u5c07\u6b64\u6848\u6982\u62ec\u70ba\u300c\u8fdd\u53cd\u53cd\u5784\u65ad\u6cd5\u7684\u7ecf\u8425\u8005\u96c6\u4e2d\u300d\u3002\u96d6\u7136\u8655\u7f70\u6709\u9650\uff0c\u4f46\u5df2\u793a\u8b66\u5317\u4eac\u9858\u610f\u5c0d\u7f8e\u570b\u6676\u7247\u9f8d\u982d\u9032\u884c\u5be9\u67e5\u3002\u5f8c\u7e8c\u5831\u5c0e\u986f\u793a Nvidia \u5728\u53d6\u5f97\u7f8e\u570b\u51fa\u53e3\u4fdd\u8b49\u5f8c\uff0c\u6e96\u5099\u6062\u5fa9\u5411\u4e2d\u570b\u92b7\u552e H20\u3002\u4e2d\u570b\u5546\u696d\u5a92\u9ad4\u5f62\u5bb9\u9019\u985e\u8b8a\u901a\u6676\u7247\u70ba\u300c\u89c4\u907f\u9650\u5236\u7684\u5b9a\u5236\u578b\u53f7\u300d\u3002\u5c0d\u6295\u8cc7\u4eba\u7684\u5be6\u52d9\u554f\u984c\u662f\uff1a\u4e2d\u570b\u8cc7\u6599\u4e2d\u5fc3\u8cb7\u5bb6\u662f\u5426\u6703\u56e0\u64d4\u6182\u653f\u7b56\u53cd\u8986\u800c\u8d85\u91cf\u8a02\u8cfc\u5df2\u6838\u51c6\u7684 SKU\uff0c\u6216\u662f\u5ef6\u5f8c\u63a1\u8cfc\u4ee5\u5c0d\u6c96\u898f\u5247\u8b8a\u52d5\u3002\u4efb\u4e00\u505a\u6cd5\u90fd\u6703\u626d\u66f2\u77ed\u671f\u80fd\u898b\u5ea6\u3002<\/p>\n

\u4e2d\u570b\u7dca\u5f35\u5c40\u52e2\u4e0b\u65e5\u672c\u4f9b\u61c9\u93c8\u7684\u5229\u5bb3\u95dc\u4fc2<\/h3>\n

\u65e5\u672c\u4f9b\u61c9\u5546\u8655\u65bc\u4ea4\u706b\u5340\u3002\u8a2d\u5099\u88fd\u9020\u5546\u8207\u6750\u6599\u516c\u53f8\u4ef0\u8cf4\u4e2d\u570b\u7684\u92b7\u552e\u8207\u73fe\u5834\u670d\u52d9\u5bc6\u5ea6\u3002\u8b80\u8ce3\u65b0\u805e\u7d93\u6fdf\u7248\u5728\u5831\u5c0e\u5167\u95a3\u5c64\u7d1a\u6307\u5f15\u6642\u4f7f\u7528\u4e86\u300c\u5bfe\u4e2d\u8f38\u51fa\u898f\u5236\u306e\u53b3\u683c\u5316\u300d\u4e00\u8a5e\u3002\u6771\u4eac\u7684\u696d\u754c\u8a0a\u6e90\u6307\u51fa\uff0c\u5373\u4f7f\u6c92\u6709\u5168\u9762\u7981\u4ee4\uff0c\u7576\u8a31\u53ef\u88ab\u4fee\u8a02\u6642\u4ea4\u671f\u4e5f\u6703\u5ef6\u9577\u3002\u4e0b\u6e38\u7684\u91cf\u6e2c\u5100\u5668\u8207\u57fa\u677f\u5ee0\u64d4\u5fc3\u82e5\u8a00\u8fad\u5347\u7d1a\uff0c\u670d\u52d9\u5de5\u7a0b\u5e2b\u8de8\u5883\u4f5c\u696d\u6703\u53d7\u5f71\u97ff\u3002\u65e5\u7d93\u4e00\u7bc7\u5c08\u6b04\u5c07\u6b64\u8207\u300c\u5728\u5eab\u8abf\u6574\u306e\u9577\u671f\u5316\u300d\u9023\u7d50\uff0c\u5c24\u5176\u662f\u5728\u4e2d\u570b\u96f2\u7aef\u5c08\u6848\u70ba\u4e86\u914d\u5408\u5730\u7de3\u653f\u6cbb\u548c\u4e0b\u8dcc\u7684 AI \u63a8\u7406\u50f9\u683c\u800c\u5206\u6279\u63a1\u8cfc\u6642\u3002<\/p>\n

\u5728 Nvidia \u524d\u7684\u8ca1\u5831\u98a8\u96aa\u6821\u6e96<\/h3>\n

\u5e02\u5834\u5c0d Nvidia \u7684\u671f\u671b\u4ecd\u7136\u5f88\u9ad8\u3002\u83ef\u723e\u8857\u6a21\u578b\u986f\u793a\u71df\u6536\u7d04\u9700\u6210\u9577 56% \u81f3\u7d04 549.2 \u5104\u7f8e\u5143\uff0c\u6295\u8cc7\u4eba\u5c0b\u6c42\u7684\u662f GPU \u9700\u6c42\u4ecd\u5177\u7d50\u69cb\u6027\u7dca\u4fcf\u7684\u78ba\u8b49\u3002\u9996\u723e\u8207\u53f0\u5317\u7684\u672c\u5730\u5238\u5546\u8f03\u95dc\u6ce8 HBM \u7684\u7522\u80fd\u9650\u5236\u8207 NVL \u4f3a\u670d\u5668\u6574\u5408\u6642\u7a0b\uff0c\u800c\u975e\u50c5\u770b P \u8207 E \u6307\u6a19\u3002\u97d3\u570b\u4e00\u4efd\u5831\u544a\u5c07\u8b70\u984c\u8868\u8ff0\u70ba\u300cHBM\u4f9b\u7d66\u306e\u30bf\u30a4\u30c8\u3055\u304c\u7d9a\u304f\u304b\u300d\uff0c\u91dd\u5c0d SK Hynix \u8207 Samsung \u7684\u8cc7\u672c\u652f\u51fa\u7bc0\u594f\u3002\u5728\u4e2d\u570b\uff0c\u4ea4\u6613\u54e1\u60f3\u770b\u5230\u6838\u51c6\u7684 H \u7cfb\u5217\u8b8a\u9ad4\u80fd\u5426\u5728 2026 \u5e74\u884c\u4e8b\u66c6\u4e2d\u7121\u653f\u7b56\u9a5a\u559c\u5730\u5927\u898f\u6a21\u4ea4\u4ed8\u3002\u66f4\u5927\u7684\u554f\u984c\u662f\uff0c\u61c9\u7528\u5c64\u9762\u7684 AI \u50f9\u683c\u6230\u662f\u5426\u6703\u6291\u5236\u4e2d\u570b\u4e92\u806f\u7db2\u5e73\u53f0\u7684\u589e\u91cf\u8cc7\u672c\u652f\u51fa\u6b65\u4f10\u3002<\/p>\n

\u672c\u5730\u5a92\u9ad4\u767c\u51fa\u7684\u4fe1\u865f<\/h3>\n

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