{"id":652407,"date":"2026-07-23T07:43:14","date_gmt":"2026-07-23T14:43:14","guid":{"rendered":"https:\/\/nai500.com\/?p=652407"},"modified":"2026-07-23T07:43:14","modified_gmt":"2026-07-23T14:43:14","slug":"smci-600-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/07\/smci-600-ai\/","title":{"rendered":"SMCI \u98c6\u5347\uff0c600 \u5104\u7f8e\u5143\u8a02\u55ae\u6539\u5beb AI \u6545\u4e8b"},"content":{"rendered":"

Super Micro Computer \u91cd\u56de\u5e02\u5834\u5feb\u8eca\u9053\u3002\u9019\u5bb6 AI \u4f3a\u670d\u5668\u88fd\u9020\u5546\u8868\u793a\uff0c\u5728\u7b2c\u56db\u8ca1\u5b63\u63a5\u7372\u8d85\u904e 600 \u5104\u7f8e\u5143\u7684\u65b0\u8a02\u55ae\uff0c\u4e26\u5c07\u6bdb\u5229\u7387\u5c55\u671b\u4e0a\u8abf\u81f3 15% \u81f3 17%\uff0c\u4f7f\u5176\u80a1\u50f9\u5728\u76e4\u5f8c\u4ea4\u6613\u53ca\u4e0b\u4e00\u4ea4\u6613\u65e5\u5927\u5e45\u4e0a\u63da\u3002\u6b64\u8209\u5c07\u5e02\u5834\u7126\u9ede\u91cd\u65b0\u62c9\u56de\u9019\u6a94\u6700\u6ce2\u52d5\u7684 AI \u786c\u9ad4\u80a1\u4e4b\u4e00\uff0c\u5176\u6210\u9577\u3001\u8a02\u55ae\u7a4d\u58d3\u8207\u6cbb\u7406\u554f\u984c\u6301\u7e8c\u5373\u6642\u4ea4\u7e54\u3002<\/p>\n

\u5e02\u5834\u53cd\u61c9\u8fc5\u901f\u3002SMCI \u5728 7 \u6708 22 \u65e5\u767c\u5e03\u521d\u6b65\u66f4\u65b0\u5f8c\uff0c\u76e4\u5f8c\u4ea4\u6613\u4e0a\u6f32\u7d04 20%\uff0c7 \u6708 23 \u65e5\u76e4\u4e2d\u518d\u6f32 22.9%\uff0c\u7d42\u5834\u6536\u9ad8 19.84% \u81f3 30.56 \u7f8e\u5143\u3002\u9019\u6a23\u7684\u6ce2\u52d5\u51f8\u986f AI \u4ea4\u6613\u4ecd\u9ad8\u5ea6\u4f9d\u8cf4\u8a02\u55ae\u52d5\u80fd\u8207\u6bdb\u5229\u7387\u4fee\u6b63\uff0c\u800c\u975e\u50c5\u662f\u6700\u7d42\u696d\u7e3e\u3002\u5c0d Super Micro \u800c\u8a00\uff0c\u8a0a\u606f\u5f88\u7c21\u55ae\uff1a\u9700\u6c42\u4ecd\u5728\uff0c\u4e14\u9060\u6bd4\u5e02\u5834\u539f\u5148\u9810\u4f30\u7684\u66f4\u5927\u3002<\/p>\n

\u6bdb\u5229\u7387\u9a5a\u559c\u9a45\u52d5\u91cd\u65b0\u5b9a\u50f9<\/h3>\n

\u6700\u5927\u7684\u50ac\u5316\u5291\u662f\u6bdb\u5229\u7387\u7684\u8abf\u6574\u3002Super Micro \u8868\u793a\uff0c\u622a\u81f3 6 \u6708 30 \u65e5\u7684\u5b63\u5ea6\u6bdb\u5229\u7387\u61c9\u843d\u5728 15% \u81f3 17% \u4e4b\u9593\uff0c\u9060\u9ad8\u65bc\u5148\u524d\u9810\u4f30\u7684 8.2% \u81f3 8.4%\u3002\u8a72\u516c\u53f8\u8868\u793a\uff0c\u6539\u5584\u300c\u4e3b\u8981\u6b78\u56e0\u65bc\u6709\u5229\u7684\u5ba2\u6236\u8207\u7522\u54c1\u7d44\u5408\u300d\u3002\u9019\u4e4b\u6240\u4ee5\u91cd\u8981\uff0c\u662f\u56e0\u70ba\u6bdb\u5229\u7387\u4e00\u76f4\u662f\u6295\u8cc7\u4eba\u5c0d\u8a72\u516c\u53f8\u7684\u4e3b\u8981\u64d4\u6182\u4e4b\u4e00\uff0c\u5c24\u5176\u662f\u5728\u5176\u64f4\u5927 AI \u4f3a\u670d\u5668\u9700\u6c42\u898f\u6a21\uff0c\u4e26\u8a66\u5716\u5c07\u9700\u6c42\u8f49\u5316\u70ba\u5229\u6f64\u800c\u975e\u50c5\u662f\u71df\u6536\u4e4b\u969b\u3002<\/p>\n

\u5373\u4fbf\u6bdb\u5229\u7387\u5c55\u671b\u8f49\u5f37\uff0cSuper Micro \u8868\u793a\u5b63\u5ea6\u71df\u6536\u61c9\u843d\u5728\u5148\u524d 110 \u5104\u81f3 125 \u5104\u7f8e\u5143\u5340\u9593\u7684\u4f4e\u7aef\u3002\u6839\u64da LSEG \u5f59\u7de8\u7684\u6578\u64da\uff0c\u5206\u6790\u5e2b\u9810\u671f\u70ba 116.7 \u5104\u7f8e\u5143\u3002\u9019\u4f7f\u8a72\u516c\u53f8\u8655\u65bc\u719f\u6089\u7684\u8655\u5883\uff1a\u6574\u9ad4\u71df\u6536\u4f9d\u7136\u9f90\u5927\uff0c\u4f46\u6295\u8cc7\u4eba\u66f4\u95dc\u6ce8\u92b7\u552e\u54c1\u8cea\u3001\u8f49\u63db\u70ba\u73fe\u91d1\u7684\u901f\u5ea6\uff0c\u4ee5\u53ca\u5728\u5feb\u901f\u51fa\u8ca8\u7cfb\u7d71\u6642\u80fd\u4fdd\u8b77\u591a\u5c11\u6bdb\u5229\u7387\u3002<\/p>\n

\u5275\u7d00\u9304\u7684\u8a02\u55ae\u7a4d\u58d3\uff0c\u4f46\u7d30\u7bc0\u6709\u9650<\/h3>\n

Super Micro \u8868\u793a\uff0c\u622a\u81f3 2026 \u8ca1\u5e74\u672b\uff0c\u5176\u8a02\u55ae\u7a4d\u58d3\u6500\u5347\u81f3\u5275\u7d00\u9304\u6c34\u6e96\u3002\u8a72\u516c\u53f8\u5c07\u6b64\u6b78\u56e0\u65bc\u5b63\u5ea6\u5167\u8d85\u904e 600 \u5104\u7f8e\u5143\u7684\u65b0\u8a02\u55ae\uff0c\u9019\u4e9b\u8a02\u55ae\u9810\u8a08\u5728\u672a\u4f86\u5e7e\u5b63\u4ea4\u4ed8\u3002\u9019\u9805\u7a4d\u58d3\u6578\u5b57\u5982\u4eca\u6210\u70ba\u6545\u4e8b\u6838\u5fc3\uff0c\u56e0\u70ba\u5b83\u986f\u793a AI \u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\u4ecd\u5728\u706b\u71b1\u9032\u884c\uff0c\u5373\u4f7f\u5e02\u5834\u53cd\u8986\u8cea\u7591\u6b64\u4ea4\u6613\u7684\u6301\u4e45\u6027\u3002<\/p>\n

\u4f46\u8a72\u516c\u53f8\u4e26\u672a\u63ed\u9732\u8a02\u55ae\u7684\u5177\u9ad4\u7d44\u6210\u3002\u5b83\u672a\u8aaa\u660e\u54ea\u4e9b\u5ba2\u6236\u8ca2\u737b\u4e86\u9019\u4e9b\u8a02\u55ae\uff0c\u4e5f\u672a\u8aaa\u660e\u6db5\u84cb\u54ea\u4e9b\u7522\u54c1\u3002\u7d30\u7bc0\u7684\u7f3a\u4e4f\u7559\u4e0b\u4e86\u89e3\u8b80\u7a7a\u9593\uff0c\u9019\u4e5f\u662f\u8a72\u80a1\u80fd\u56e0\u55ae\u4e00\u66f4\u65b0\u800c\u5287\u70c8\u6ce2\u52d5\u7684\u539f\u56e0\u4e4b\u4e00\u3002\u6295\u8cc7\u4eba\u77e5\u9053\u7a4d\u58d3\u8a02\u55ae\u662f\u771f\u5be6\u7684\uff0c\u4f46\u5c1a\u4e0d\u6e05\u695a\u5176\u96c6\u4e2d\u7a0b\u5ea6\uff0c\u6216\u6709\u591a\u5c11\u53d6\u6c7a\u65bc\u5c11\u6578\u5927\u578b\u4ea4\u6613\u3002<\/p>\n

\u70ba\u4f55 AI \u4f3a\u670d\u5668\u4ea4\u6613\u4ecd\u6709\u52d5\u80fd<\/h3>\n

\u6574\u9ad4\u80cc\u666f\u4ecd\u5c0d Super Micro \u6709\u5229\u3002\u96a8\u8457\u79d1\u6280\u516c\u53f8\u8207\u96f2\u7aef\u4f9b\u61c9\u5546\u589e\u52a0\u8cc7\u6599\u4e2d\u5fc3\u652f\u51fa\u4ee5\u652f\u63f4\u5927\u578b\u8a9e\u8a00\u6a21\u578b\u53ca\u5176\u4ed6 AI \u61c9\u7528\uff0cAI \u57fa\u790e\u8a2d\u65bd\u516c\u53f8\u7684\u9700\u6c42\u5df2\u52a0\u901f\u6210\u9577\u3002\u6b64\u8da8\u52e2\u662f AI \u71b1\u6f6e\u4e2d\u6700\u660e\u78ba\u7684\u53d7\u76ca\u8005\u4e4b\u4e00\uff0c\u8cc7\u91d1\u6d41\u5165\u90a3\u4e9b\u6253\u9020\u8edf\u9ad4\u65b0\u805e\u80cc\u5f8c\u5be6\u9ad4\u57fa\u790e\u8a2d\u65bd\u7684\u516c\u53f8\u3002<\/p>\n

Super Micro \u6b63\u8655\u65bc\u6b64\u8cfd\u9053\u3002\u8a72\u516c\u53f8\u92b7\u552e\u5148\u9032\u7684 AI \u4f3a\u670d\u5668\uff0c\u4e26\u5df2\u5728 6 \u6708\u544a\u8a34\u6295\u8cc7\u4eba\uff0c\u8a08\u5283\u900f\u904e\u4e00\u7cfb\u5217\u80a1\u6b0a\u53ca\u80a1\u6b0a\u9023\u7d50\u878d\u8cc7\u4ea4\u6613\u7c4c\u96c6 70 \u5104\u7f8e\u5143\uff0c\u4ee5\u5354\u52a9\u5c65\u884c\u4f86\u81ea\u8d85\u904e 20 \u5bb6\u5ba2\u6236\u3001\u50f9\u503c\u7d04 390 \u5104\u7f8e\u5143\u7684\u8a02\u55ae\u3002\u6700\u65b0\u66f4\u65b0\u986f\u793a\uff0c\u8a72\u7ba1\u9053\u4e26\u672a\u653e\u7de9\uff1b\u53cd\u800c\u53ef\u80fd\u64f4\u5927\u3002\u5c0d\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u9019\u6bcf\u6b21\u80a1\u50f9\u98c6\u5347\u6642\u90fd\u6703\u5f15\u767c\u76f8\u540c\u554f\u984c\uff1a\u8a72\u516c\u53f8\u80fd\u5426\u6301\u7e8c\u5c07\u9700\u6c42\u8f49\u5316\u70ba\u7a69\u5065\u7684\u57f7\u884c\u529b\uff1f<\/p>\n

\u83ef\u723e\u8857\u4ecd\u8981\u6c42\u8b49\u64da<\/h3>\n

\u4e26\u975e\u6240\u6709\u4eba\u90fd\u6e96\u5099\u597d\u5ba3\u5e03\u52dd\u5229\u3002Wolfe Research \u5206\u6790\u5e2b George Notter \u8868\u793a\uff1a\u300c\u96d6\u7136\u6bdb\u5229\u7387\u7d50\u679c\u6b63\u9762\uff0c\u4f46\u6211\u5011\u4ecd\u8a8d\u70ba\u6cbb\u7406\u8207\u76e3\u7ba1\u98a8\u96aa\u5c1a\u672a\u89e3\u6c7a\u3002\u6b64\u5916\uff0c\u6bdb\u5229\u7387\u6b77\u4f86\u6ce2\u52d5\u5287\u70c8\uff0c\u4e14\u6613\u53d7\u5ba2\u6236\u7d44\u5408\u5927\u5e45\u8b8a\u52d5\u5f71\u97ff\u3002\u6211\u5011\u5c1a\u672a\u6e96\u5099\u597d\u5c07\u6bdb\u5229\u7387\u6539\u5584\u7a31\u70ba\u8da8\u52e2\u3002\u300d\u9019\u662f\u4e00\u500b\u6709\u7528\u7684\u63d0\u9192\uff1a\u55ae\u4e00\u5b63\u5ea6\u7684\u5f37\u52c1\u6307\u5f15\u4e26\u4e0d\u80fd\u6d88\u9664\u8a72\u516c\u53f8\u7684\u5305\u88b1\u3002<\/p>\n

Raymond James \u5206\u6790\u5e2b Simon Leopold \u4e5f\u6307\u51fa\u53ef\u80fd\u7684\u4f9b\u61c9\u93c8\u8b8a\u6578\uff0c\u4ed6\u8868\u793a\uff1a\u300c\u6211\u5011\u9810\u898b NVIDIA \u53ef\u80fd\u91cd\u65b0\u5206\u914d\u7522\u80fd\u7684\u589e\u91cf\u98a8\u96aa\uff0c\u5118\u7ba1\u9019\u7121\u6cd5\u91cf\u5316\u3002\u300d\u63db\u53e5\u8a71\u8aaa\uff0c\u5373\u4f7f AI \u9700\u6c42\u6545\u4e8b\u4e5f\u53ef\u80fd\u5728\u8868\u9762\u4e0b\u8b8a\u52d5\uff0c\u53d6\u6c7a\u65bc\u5927\u8cb7\u5bb6\u5982\u4f55\u5728\u4f9b\u61c9\u5546\u4e4b\u9593\u5206\u914d\u8a02\u55ae\u3002\u9019\u7a2e\u4e0d\u78ba\u5b9a\u6027\u4f7f\u5e02\u5834\u5728\u6578\u5b57\u4eae\u773c\u6642\u66f4\u9858\u610f\u8ffd\u9010\u6f32\u52e2\uff0c\u4f46\u5728\u5931\u671b\u6642\u4e5f\u540c\u6a23\u8fc5\u901f\u61f2\u7f70\u3002<\/p>\n

\u65b0\u76ee\u6a19\u50f9\uff0c\u4f46\u83ef\u723e\u8857\u770b\u6cd5\u5206\u6b67<\/h3>\n

\u90e8\u5206\u5206\u6790\u5e2b\u5df2\u4e0a\u8abf\u76ee\u6a19\u50f9\u3002Needham \u7684 Quinn Bolton \u5c07 SMCI \u76ee\u6a19\u50f9\u5f9e 40 \u7f8e\u5143\u4e0a\u8abf\u81f3 46 \u7f8e\u5143\uff0c\u4e26\u7dad\u6301\u8cb7\u5165\u8a55\u7d1a\u3002\u4f46\u83ef\u723e\u8857\u6574\u9ad4\u5171\u8b58\u4ecd\u50c5\u70ba\u6301\u6709\uff0c\u6709 4 \u500b\u8cb7\u5165\u30019 \u500b\u6301\u6709\u548c 1 \u500b\u8ce3\u51fa\uff0c\u5e73\u5747\u76ee\u6a19\u50f9\u70ba 37.91 \u7f8e\u5143\u3002\u9019\u7a2e\u5206\u6b67\u5145\u5206\u8aaa\u660e\u4e86\u8a72\u80a1\u76ee\u524d\u7684\u8a55\u50f9\uff1a\u6709\u8db3\u5920\u7684\u6210\u9577\u8207\u8a02\u55ae\u6d41\u4f86\u7dad\u6301\u770b\u591a\u6a21\u578b\uff0c\u4f46\u4fe1\u4efb\u5ea6\u4e0d\u8db3\u4ee5\u652f\u6301\u5168\u9762\u91cd\u65b0\u8a55\u7d1a\u3002<\/p>\n

\u9019\u7a2e\u7dca\u5f35\u95dc\u4fc2\u5df2\u6210\u70ba Super Micro \u7684\u5e38\u614b\u3002\u8a72\u516c\u53f8\u8655\u65bc\u5e02\u5834\u6700\u5f37\u52c1\u7684\u4e3b\u984c\u4e4b\u4e00\uff0c\u4f46\u4ecd\u53d7\u5236\u65bc\u5c0d\u6cbb\u7406\u8207\u6bdb\u5229\u7387\u6301\u4e45\u6027\u7684\u61f7\u7591\u3002\u56e0\u6b64\uff0c\u6bcf\u6b21\u66f4\u65b0\u90fd\u6bd4\u5e73\u5e38\u66f4\u91cd\u8981\u3002\u5275\u7d00\u9304\u7684\u7a4d\u58d3\u8a02\u55ae\u53ef\u80fd\u5f15\u767c\u8ecb\u7a7a\uff0c\u4f46\u4e5f\u5f15\u4f86\u5be9\u8996\uff0c\u56e0\u70ba\u4ea4\u6613\u8005\u60f3\u77e5\u9053\u9019\u4e9b\u6578\u5b57\u80fd\u5426\u91cd\u73fe\u3002<\/p>\n

8 \u6708 11 \u65e5\u6210\u70ba\u4e0b\u4e00\u500b\u8003\u9a57<\/h3>\n

\u4e0b\u4e00\u500b\u91cd\u8981\u6aa2\u67e5\u9ede\u662f 8 \u6708 11 \u65e5\uff0cSuper Micro \u9810\u5b9a\u516c\u5e03 2026 \u8ca1\u5e74\u7b2c\u56db\u5b63\u5b8c\u6574\u696d\u7e3e\uff0c\u4e26\u65bc\u7f8e\u6771\u6642\u9593\u4e0b\u5348 5:00 \u8209\u884c\u96fb\u8a71\u6703\u8b70\u3002\u5c46\u6642\u6295\u8cc7\u4eba\u53ef\u80fd\u5c0b\u6c42\u66f4\u591a\u95dc\u65bc 600 \u5104\u7f8e\u5143\u8a02\u55ae\u3001\u6bdb\u5229\u7387\u64f4\u5f35\u53ca\u672a\u4f86\u5e7e\u5b63\u4ea4\u4ed8\u6642\u7a0b\u7684\u7d30\u7bc0\u3002\u8a72\u516c\u53f8\u5df2\u91cb\u51fa\u8db3\u5920\u8a0a\u606f\u9ede\u71c3\u80a1\u50f9\uff1b\u73fe\u5728\u5b83\u5fc5\u9808\u89e3\u91cb\u6f32\u52e2\u80cc\u5f8c\u7684\u539f\u56e0\u3002<\/p>\n

\u76ee\u524d\uff0c\u5e02\u5834\u7684\u8a0a\u606f\u660e\u78ba\u7121\u8aa4\u3002Super Micro \u4ecd\u662f AI \u5efa\u8a2d\u4e2d\u6700\u654f\u611f\u7684\u80a1\u7968\u4e4b\u4e00\uff0c\u800c\u9019\u6b21\u6700\u65b0\u66f4\u65b0\u8aaa\u660e\u4e86\u539f\u56e0\u3002\u8a02\u55ae\u589e\u52a0\uff0c\u6bdb\u5229\u7387\u597d\u8f49\uff0c\u6295\u8cc7\u4eba\u9858\u610f\u70ba\u9019\u5169\u8005\u8cb7\u55ae\u3002\u4f46\u96a8\u8457\u8a02\u55ae\u7a4d\u58d3\u7684\u7d44\u6210\u4ecd\u672a\u63ed\u9732\uff0c\u6cbb\u7406\u8faf\u8ad6\u4ecd\u5728\u9032\u884c\uff0c\u8a72\u80a1\u7684\u4e0b\u4e00\u6b65\u5c07\u66f4\u53d6\u6c7a\u65bc\u8a72\u516c\u53f8\u5728 8 \u6708 11 \u65e5\u80fd\u8b49\u660e\u4ec0\u9ebc\uff0c\u800c\u975e\u7092\u4f5c\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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