{"id":615428,"date":"2026-01-16T04:35:38","date_gmt":"2026-01-16T12:35:38","guid":{"rendered":"https:\/\/nai500.com\/?p=615428"},"modified":"2026-01-16T04:35:38","modified_gmt":"2026-01-16T12:35:38","slug":"memory-nvda-amd-dell-anet-bbai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/01\/memory-nvda-amd-dell-anet-bbai\/","title":{"rendered":"Memory \u74f6\u9838\u7684\u6295\u6a5f\u884c\u60c5\uff1aNVDA AMD DELL ANET BBAI"},"content":{"rendered":"

\u4eca\u5929\u7684\u76e4\u52e2\u4e0d\u7b49\u4eba\u3002Morgan Stanley \u6307\u51fa\u8a18\u61b6\u9ad4\u6210\u70ba\u65b0\u7684 AI \u74f6\u9838\uff0c\u5e02\u5834\u7acb\u5373\u885d\u5411\u4efb\u4f55\u8207\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u3001\u4f3a\u670d\u5668\u5efa\u7f6e\u6216 AI \u57fa\u790e\u8a2d\u65bd\u76f8\u95dc\u7684\u6a19\u7684\u3002\u6700\u6d3b\u8e8d\u7684\u540d\u5b57\u5f88\u660e\u986f\uff1a\u6676\u7247\u3001\u4f3a\u670d\u5668\u3001\u4ea4\u63db\u5668\uff0c\u4ee5\u53ca\u4e00\u6a94\u6295\u6a5f\u6027\u7684 AI \u9644\u5e36\u80a1\u3002\u5171\u901a\u7dda\u7d22\u5f88\u7c21\u55ae\uff1a\u5982\u679c HBM \u4f9b\u61c9\u5403\u7dca\uff0c\u5b9a\u50f9\u6b0a\u638c\u63e1\u5728\u8d0f\u5bb6\u624b\u4e2d\uff0c\u5176\u4ed6\u4eba\u90fd\u5f97\u4ed8\u66f4\u9ad8\u50f9\u683c\u3002<\/p>\n

1. Nvidia (NVDA) \u2014 AI \u6676\u7247\u9047\u4e0a HBM \u7a00\u7f3a<\/h3>\n

\u9a45\u52d5\u56e0\u7d20\uff1a\u898f\u6a21\u8207\u7a00\u7f3a\u6027\u3002Nvidia \u6301\u7e8c\u4e3b\u5c0e AI \u8a08\u7b97\u5806\u758a\uff0c\u540c\u6642\u5728 H100 \u8207 B100 \u7d1a\u52a0\u901f\u5668\u4e0a\u4f9d\u8cf4 SK Hynix\u3001Micron \u8207 Samsung \u7684\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u3002\u80a1\u50f9\u4e0a\u6f32 3.17% \u81f3 188.94\uff0c\u6210\u4ea4\u91cf 1.19887 \u5104\u80a1\uff0c\u660e\u986f\u5c6c\u65bc\u6700\u6d3b\u8e8d\u7fa4\u3002\u8a72\u516c\u53f8\u5728 2025 \u5e74\u7a81\u7834 4 \u5146\u8207 5 \u5146\u5e02\u503c\u91cc\u7a0b\u7891\uff0c\u4e26\u975e\u50c5\u56e0\u70ba\u6676\u7247\uff1b\u800c\u662f\u56e0\u70ba\u638c\u63a7 AI \u7684\u6750\u6599\u6e05\u55ae\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u6d41\u52d5\u6027\u6df1\u3001\u6a5f\u69cb\u9700\u6c42\u7a69\u5b9a\uff0c\u7576 HBM \u53d7\u9650\u6558\u4e8b\u6536\u7dca\u6642\uff0c\u76e4\u4e2d\u9022\u4f4e\u8cb7\u76e4\u983b\u7e41\u51fa\u73fe\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1aAI \u9818\u5c0e\u8005\u7684\u541e\u5410\u7387\u53d7\u5236\u65bc HBM \u53ef\u5f97\u6027\uff0c\u800c\u975e\u610f\u9858\u3002\u95dc\u6ce8 HBM \u4f9b\u61c9\u5546\u7684\u4f9b\u61c9\u66f4\u65b0\u8207\u8cc7\u6599\u4e2d\u5fc3\u8cc7\u672c\u652f\u51fa\u8a55\u8ad6\uff0c\u4ee5\u638c\u63e1\u51fa\u8ca8\u7bc0\u594f\u8207\u6bdb\u5229\u52d5\u5411\u3002\u8a18\u61b6\u9ad4\u7dca\u4fcf\u7dad\u6301 Nvidia \u7684\u5b9a\u50f9\u6b0a\uff1b\u4efb\u4f55\u53ef\u4fe1\u7684 HBM \u5bec\u9b06\u8a0a\u865f\u90fd\u53ef\u80fd\u5feb\u901f\u58d3\u7e2e\u5176\u6ea2\u50f9\u3002<\/p>\n

2. Advanced Micro Devices (AMD) \u2014 \u6311\u6230\u8005\u642d\u4e0a HBM3E \u71b1\u6f6e<\/h3>\n

\u9a45\u52d5\u56e0\u7d20\uff1a\u5e02\u5360\u7387\u5e0c\u671b\u8207\u66f4\u591a\u8a18\u61b6\u9ad4\u3002\u96a8\u8457\u6295\u8cc7\u4eba\u62bc\u6ce8 MI300 \u52d5\u80fd\u4ee5\u53ca\u82e5\u8a18\u61b6\u9ad4\u53ef\u5f97\u6027\u64f4\u5927\u6703\u8b93\u591a\u5bb6\u4f9b\u61c9\u5546\u5206\u5f97\u66f4\u591a AI \u52a0\u901f\u5668\u5e02\u5360\uff0cAMD \u98c6\u6f32 11.4%\u3002\u5e03\u5c40\u770b\u8d77\u4f86\u5f88\u719f\u6089\uff1aAMD \u7684\u6210\u529f\u5c11\u5728\u65bc\u7d55\u5c0d\u6548\u80fd\u7684\u5439\u5653\uff0c\u66f4\u5728\u65bc\u7576 HBM3E \u5206\u914d\u64f4\u5927\u6642\uff0c\u6210\u70ba\u4e0b\u4e00\u500b\u53d7\u60e0\u8005\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u5169\u4f4d\u6578\u6f32\u5e45\u4e14\u540d\u76ee\u6210\u4ea4\u984d\u9f90\u5927\uff0c\u8cb7\u6b0a\u8cb7\u5bb6\u64e0\u5165\u8fd1\u6708\u6642\u7a97\uff0c\u7a7a\u982d\u5728\u65b0\u8a02\u55ae\u50b3\u805e\u524d\u9000\u5834\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u57f7\u884c\u7b49\u65bc\u5b58\u53d6\u3002AMD \u7684\u4e0a\u884c\u7a7a\u9593\u7d81\u5728 HBM \u5206\u914d\u8207\u6a21\u7d44\u826f\u7387\uff1b\u7576 HBM \u4f9b\u61c9\u5403\u7dca\u6642\u9700\u6709\u8010\u5fc3\u3002\u82e5\u4f9b\u61c9\u5546\u5982\u6697\u793a\u822c\u64f4\u7522\uff0cAMD \u5728\u51fa\u8ca8\u4e0a\u6709\u9a5a\u559c\u7a7a\u9593\uff0c\u4f46\u6295\u8cc7\u4eba\u61c9\u9810\u671f\u5728\u63a1\u8cfc\u6642\u7a97\u958b\u95dc\u6642\u51fa\u73fe\u9ad8\u6ce2\u52d5\u3002<\/p>\n

3. Dell Technologies (DELL) \u2014 \u8a18\u61b6\u9ad4\u5230\u8ca8\u624d\u6703\u5e36\u52d5\u4f3a\u670d\u5668\u92b7\u552e<\/h3>\n

\u9a45\u52d5\u56e0\u7d20\uff1aAI \u4f3a\u670d\u5668\u7a4d\u58d3\u8a02\u55ae\u8207\u4e0a\u8abf\u76ee\u6a19\u3002Dell \u5728\u628a\u5e74\u5ea6\u71df\u6536\u6210\u9577\u76ee\u6a19\u5f9e 3\u20134% \u4e0a\u8abf\u5230 7\u20139% \u5f8c\u8df3\u5347 9.1%\uff0c\u9019\u662f AI \u4f3a\u670d\u5668\u9700\u6c42\u771f\u5be6\u4e14\u6b63\u5728\u6210\u9577\u7684\u5178\u578b\u8a0a\u865f\u3002\u4f46\u8981\u628a\u90a3\u4e9b\u6a5f\u67b6\u51fa\u8ca8\uff0c\u5fc5\u9808\u6709\u642d\u8f09 HBM \u7684\u52a0\u901f\u5668\u8207\u7d93\u9a57\u8b49\u7684\u7db2\u8def\u8a2d\u5099\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u5177\u52d5\u80fd\u7684\u5927\u578b\u79d1\u6280\u80a1\uff0c\u5c0d\u786c\u9ad4 OEM \u800c\u8a00\u6210\u4ea4\u91cf\u504f\u9ad8\uff0c\u5c0d\u8d85\u5927\u96f2\u7aef\u5ba2\u6236\u7684\u8a02\u55ae\u6642\u9ede\u654f\u611f\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u7a4d\u58d3\u8a02\u55ae\u5728\u96f6\u4ef6\u5230\u4f4d\u524d\u4e0d\u662f\u71df\u6536\u3002Dell \u7684 AI \u71df\u6536\u8f49\u63db\u53d6\u6c7a\u65bc\u5408\u4f5c\u5925\u4f34\u7684 HBM \u8207 GPU \u4ea4\u4ed8\uff0c\u52a0\u4e0a\u7db2\u8def\u8207\u6563\u71b1\u7684\u7dca\u5bc6\u6574\u5408\u3002\u96a8\u8457\u8a18\u61b6\u9ad4\u7522\u80fd\u64f4\u5f35\uff0cDell \u7684\u767c\u7968\u624d\u6703\u958b\u51fa\uff1b\u82e5 HBM \u6301\u7e8c\u53d7\u9650\uff0c\u9810\u671f\u6642\u7a0b\u5ef6\u9072\u4f46\u8a02\u55ae\u5eab\u5b58\u66f4\u9ecf\u8457\u3002\u53ef\u4f9b\u53c3\u8003\u7684\u6307\u6a19\u5f88\u6e05\u695a\uff1a\u8ffd\u8e64 SK Hynix\u3001Micron \u8207 Samsung \u7684 HBM \u4f9b\u61c9\u8a55\u8ad6\uff1b\u9019\u5c0d Dell \u5982\u540c\u4efb\u4f55\u901a\u8def\u6aa2\u6838\u4e00\u6a23\uff0c\u662f\u9818\u5148\u6307\u6a19\u3002<\/p>\n

4. Arista Networks (ANET) \u2014 AI \u7db2\u8def\uff0c\u53e6\u4e00\u500b\u74f6\u9838<\/h3>\n

\u9a45\u52d5\u56e0\u7d20\uff1a\u983b\u5bec\u8981\u4e0d\u7136\u5c31\u6c92\u6232\u3002Arista \u56e0\u5c0d\u4f9b\u61c9 GPU \u53e2\u96c6\u7684 400G \u8207 800G \u4ea4\u63db\u5668\u9700\u6c42\u7a69\u5065\u800c\u4e0a\u6f32 8.3%\u3002\u5b83\u662f AI \u5efa\u7f6e\u4e2d\u8f03\u4e0d\u5149\u9bae\u7684\u4e00\u534a\uff0c\u4f46\u6c92\u6709\u4f4e\u5ef6\u9072\u7684\u7db2\u8def\u5c31\u7121\u6cd5\u9032\u884c\u6a21\u578b\u8a13\u7df4\u3002\u6b63\u5982 Morgan Stanley \u6240\u63cf\u7e6a\u7684\u8a18\u61b6\u9ad4\u74f6\u9838\uff0c\u7db2\u8def\u554f\u984c\u7dca\u8cbc\u5176\u5074\uff1a\u5373\u4fbf\u4f60\u5f04\u5230 GPU \u8207 HBM\uff0c\u82e5\u7db2\u8def\u53d7\u9650\u4e5f\u6703\u8b93\u904b\u7b97\u9592\u7f6e\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u9ad8\u54c1\u8cea\u52d5\u80fd\u80a1\uff0c\u5728\u5f37\u52c1\u6210\u4ea4\u91cf\u4e0b\u4e0a\u6f32\uff0c\u8cb7\u65b9\u8f2a\u52d5\u9032\u5165\u5fc5\u5099\u7684 AI \u57fa\u790e\u8a2d\u65bd\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u7576\u8d85\u5927\u96f2\u7aef\u5ee0\u5546\u5728\u53e2\u96c6\u8a2d\u8a08\u4e0a\u5e38\u614b\u5316\u66f4\u9ad8 radix \u7684 800G \u4e26\u63a8\u5411 1.6T\uff0cArista \u4ecd\u662f\u6838\u5fc3\u4f9b\u61c9\u5546\u4e26\u5177\u69d3\u687f\u6548\u679c\u3002\u95dc\u6ce8\u96f2\u7aef\u8cc7\u672c\u652f\u51fa\u6307\u5f15\u3001\u7a4d\u58d3\u8a02\u55ae\u8207\u4ea4\u4ed8\u524d\u7f6e\u671f\u8a55\u8ad6\u3002\u82e5\u8a18\u61b6\u9ad4\u74f6\u9838\u653e\u9b06\u4e14 GPU \u51fa\u8ca8\u52a0\u901f\uff0cArista \u7684\u71df\u6536\u62c9\u52d5\u901a\u5e38\u843d\u5f8c\u4e00\u5b63\uff0c\u4f46\u96a8\u8457\u7db2\u8def\u898f\u6a21\u64f4\u5f35\uff0c\u5176\u71df\u6536\u6301\u7e8c\u6642\u9593\u66f4\u9577\u3002<\/p>\n

5. BigBear.ai (BBAI) \u2014 \u6295\u6a5f\u6027\u7684 AI \u5206\u6790\u8ddf\u98a8<\/h3>\n

\u9a45\u52d5\u56e0\u7d20\uff1a\u540c\u60c5\u6027\u8cc7\u91d1\u6d41\u8207\u6a19\u984c\u6548\u61c9\u3002BigBear.ai \u5728\u6210\u4ea4\u91cf 4,952.7 \u842c\u80a1\u4e0b\u5fae\u5e45\u4e0a\u6f32 1.28%\uff0c\u5c0d\u65bc\u4e00\u5bb6\u5c0f\u578b\u80a1\u800c\u8a00\u9019\u662f\u986f\u773c\u7684\u6210\u4ea4\u91cf\uff0c\u65b0\u805e\u95dc\u6ce8\u5e38\u8d85\u904e\u57fa\u672c\u9762\u3002\u5728\u8a18\u61b6\u9ad4\u8207\u57fa\u790e\u8a2d\u65bd\u4e3b\u5c0e\u76e4\u52e2\u7684\u4ea4\u6613\u65e5\uff0c\u4efb\u4f55\u8cbc\u4e0a AI \u6a19\u7c64\u7684\u6a19\u7684\u90fd\u6703\u5438\u5f15\u8cb7\u76e4\uff0c\u4ea4\u6613\u8005\u5728\u5c0b\u6c42\u8c9d\u5854\u8207\u6d41\u52d5\u6027\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u9ad8\u6ce2\u52d5\u3001\u983b\u7e41\u63db\u624b\uff0c\u7576 AI \u65cf\u7fa4\u76e4\u4e2d\u8d70\u5f31\u6642\u5bb9\u6613\u51fa\u73fe\u5287\u70c8\u56de\u64a4\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u9019\u662f\u4e00\u500b\u4ea4\u6613\u5de5\u5177\uff0c\u4e0d\u662f\u91dd\u5c0d\u8a18\u61b6\u9ad4\u74f6\u9838\u7684\u6838\u5fc3\u4ee3\u7406\u3002\u5982\u679c\u4f60\u6301\u6709 BBAI \u662f\u70ba\u4e86\u9023\u52d5 HBM \u7684\u8ad6\u9ede\uff0c\u90a3\u4f60\u662f\u70ba\u52d5\u80fd\u800c\u975e\u71df\u904b\u69d3\u687f\u800c\u6301\u6709\u3002\u628a\u7a4d\u58d3\u8a02\u55ae\u54c1\u8cea\u3001\u5408\u7d04\u52dd\u5229\u8207\u73fe\u91d1\u71d2\u8017\u7684\u66f4\u65b0\u8996\u70ba\u552f\u4e00\u5be6\u8cea\u9328\u9ede\uff1b\u5426\u5247\u8acb\u6309\u671f\u6b0a\u7684\u5c3a\u5ea6\u4f86\u5b9a\u5009\uff0c\u800c\u975e\u9577\u671f\u6295\u8cc7\u3002<\/p>\n

\u6295\u8cc7\u4eba\u8996\u89d2<\/h3>\n

\u8a18\u61b6\u9ad4\u662f\u5728 AI \u9818\u57df\u7684\u65b0\u77f3\u6cb9\uff0c\u4eca\u65e5\u7684\u8cc7\u91d1\u6d41\u5c31\u50cf\u5927\u5bb6\u7a81\u7136\u767c\u73fe\u947d\u4e95\u6578\u91cf\u88ab\u9650\u5236\u4e00\u6a23\u3002\u7576 HBM \u4f9b\u61c9\u6536\u7dca\u6642\uff0cNvidia \u8207 AMD \u7684\u80a1\u50f9\u6703\u8ddf\u8457\u52d5\uff0c\u56e0\u70ba\u7a00\u7f3a\u652f\u6490\u50f9\u683c\u4e26\u4fc3\u4f7f\u5ba2\u6236\u9810\u4ed8\u4ee5\u53d6\u5f97\u914d\u984d\u3002\u5f80\u4e0b\u6e38\u770b\uff0c\u7576 GPU \u8207\u8a18\u61b6\u9ad4\u771f\u6b63\u5230\u4f4d\uff0cDell \u8207 Arista \u5c31\u80fd\u5f9e\u5efa\u7f6e\u4e2d\u7372\u5229\uff0c\u5f62\u6210\u6bd4\u6700\u521d\u6676\u7247\u71b1\u6f6e\u66f4\u70ba\u5ef6\u7e8c\u7684\u5206\u968e\u6bb5\u71df\u6536\u6d6a\u6f6e\u3002\u81f3\u65bc\u6295\u6a5f\u6027\u6a19\u7684\uff0c\u4ea4\u6613\u7684\u662f\u6558\u4e8b\u800c\u975e\u5be6\u969b\u74f6\u9838\u672c\u8eab\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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