英偉達芯片迭代里程碑（2023-2026）

通達信趨勢財經

03/10

2023 年

核心發布產品

H100 GPU、Hopper 架構

奠定 AI 訓練時代算力基石

上市 18 個月內，帶動英偉達營收增長超 5 倍

2024 年

核心發布產品

GB200 超級芯片、Blackwell 架構

成為 2024-2025 年全球雲廠商核心採購標的

上市後訂單排期超 12 個月

2025 年

核心發布產品

Blackwell 架構全棧產品、NVLink Switch 系統

推動萬卡級 AI 集羣規模化落地

帶動全球高速光模塊需求翻倍增長

2026 年（市場預期）

核心發布產品

Rubin 架構全系量產、CPO 商業化方案、LPU 推理產品、Feynman 架構前瞻

開啓 CPO 商用元年

定義下一代 1.6nm 製程芯片技術路線

直接決定未來 3 年 AI 產業發展主線

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

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年核心發布產品Blackwell 架構全棧產品、NVLink Switch 系統推動萬卡級 AI 集羣規模化落地帶動全球高速光模塊需求翻倍增長2026 年（市場預期）核心發布產品Rubin 架構全系量產、CPO 商業化方案、LPU 推理產品、Feynman 架構前瞻開啓 CPO 商用元年定義下一代 1.6nm 製程芯片技術路線直接決定未來 3 年 AI 產業發展主線</article></body></html>\n<div class=\"bt-text\">\n\n\n 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310165704a6b4e90b&s=b\">通達信趨勢財經</a>\n為提升您的閱讀體驗，我們對本頁面進行了排版優化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B775SV38.USD","symbol_name":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) 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