AIͷȷҵ챨 ҵԡס
2024-08-05 19:10
ժҪȫжͷҵ601138.SHҲӭεɸ㣡
һAIͶʳбҵԤ
Ͷ˶AIĭжĵǣı䲻ΪгʵΪȫAIңҲǹҵҪͻȺļƳ̶ȵʱ֧ܼΪ528.52Ԫͬ57.76%ԤȫAIͶԽֿ
ְ“ܱ”ĶǰAIĹҵҵȻڣĩҵ챨ʾ˾ԤϰʵӪ2660.91Ԫͬ28.69%87.39Ԫͬ22.04%ͬ¸ߡͬʱ˾AIƷӪձּƣƷӪռȳ
ҲԹ˾ҵǰʮֿã֤ͨȯбƣ˾Q21474.02Ԫҽӽʷߵ㣬“”н˾ҲʾAIƼҵָ߾óGB200
ɶӢΰﴫǣɼۣĦջ
ڣӢΰBlackwellоƬӳٽϢܹעӢΰ﹫ҥгкܶ˵AIعƱҲDzСʵǣĿǰBlackwellоƬСúͳУմǰҵԤƣļȲŽģǷӳ٣ҵԤƻ2025ŻиԵı仯֡
Ħ±Ϊֹۣ“ԴӦĵУΪBlackwellоƬܻͣԼܣ̨Ŭ£һ2024ļȵõֲ”
ֵעǣH100ǿĦΪ̨ʱЩõCoWoS-LH100оƬȻӢΰBlackwellǿǶ˵Թҵ˵Ǹá
ֺ+عעҵͷֵ
Ը߹ϢֵصͶ߹עҵʿΪʳеı£ͶʲЧҵռAIҵؼλãԤƽAIռȫгݶ40%ڻƳ“ڷֺ+عע”Ĺɶرƻ˵“AI+߹Ϣ”˫ͷͶʼֵ֡