【民生电子】英伟达2025COMPUTEX大会纪要

千帆竞渡电子研究
19 May

点评一、核心技术与产品1. Grace Blackwell系统:英伟达研发的Grace Blackwell系统具有重要突破,它能实现计算机的扩展,包括向上扩展(将普通计算机变为巨型计算机)和向外扩展(连接多台计算机)。该系统自去年年底全面投产,今年2月开始供货,目前已在CoreWeave上线数周,被众多CSP使用。今年第三季度将升级到Grace Blackwell GB300,其采用相同架构、物理...

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