随着DeepSeek等国产大模型的突破以及芯片技术发展,正加快AI从技术快速转向商业落地,带动算力基础设施市场增长。近日,国信证券发布研报称大模型+智能体+智算一体机正成为驱动千行百业数智化转型的核心引擎。智算一体机因大模型而兴,成为众多企业高效低成本部署边缘算力的主要选择之一,也逐渐成为算力服务厂商争夺政企智算市场的焦点。国信证券认为,联想万众AI一体机等智算一体机产品,硬件部分支持多厂商、多...
Source Link随着DeepSeek等国产大模型的突破以及芯片技术发展,正加快AI从技术快速转向商业落地,带动算力基础设施市场增长。近日,国信证券发布研报称大模型+智能体+智算一体机正成为驱动千行百业数智化转型的核心引擎。智算一体机因大模型而兴,成为众多企业高效低成本部署边缘算力的主要选择之一,也逐渐成为算力服务厂商争夺政企智算市场的焦点。国信证券认为,联想万众AI一体机等智算一体机产品,硬件部分支持多厂商、多...
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