渤海融媒丨AI算力革命下PCB板块投资机会分析

渤海证券股份有...
Jul 07

全文3074字 预计阅读需18分钟一、行业变革:GB300服务器开启高阶PCB增长新纪元2025年7月3日,美国AI云服务商CoreWeave官宣接收全球首批英伟达GB300 NVL72服务器系统,标志着AI算力基础设施进入新纪元。该服务器由戴尔科技制造,搭载72颗Blackwell Ultra GPU和36颗Grace CPU,单机架AI算力突破每秒百亿亿次浮点运算,内存带宽高达40TB,较上...

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