渤海融媒丨AI算力数据中心全景解析

渤海证券股份有...
13 Jun

全文1747字 预计阅读需10分钟近期全球AI算力行业持续催化。英伟达股价自4月初低点以来回升超44%,已接近前高,国内外算力产业链迎来共振机遇。6月4日,亚马逊宣布计划在美国北卡罗来纳州投资100亿美元,扩大云计算基础设施并推进人工智能创新,预计将创造500个新的高技能工作岗位。网络端方面,全球网络芯片龙头博通正式打响AI算力基建升级战。博通近期宣布交付交换机芯片Tomahawk6,有望推动...

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