现在的大模型确实变得越来越智能,同时也在往多模态方向发展,应用场景不断拓宽,用户数量迅速增长,相关的训练以及推理需求呈现高速增长。而算力的需求落到硬件上还是要靠AI服务器支撑。摩根士丹利有一个报告,英伟达最新一代AI服务器GB200 NVL72的拆解里面,一个72卡的机架价格达到了300万美金左右,其中GPU的价值量达到了216万美金,约占72%。我们也关注到英伟达的毛利率、净利率均较高。英伟达在...
Source Link现在的大模型确实变得越来越智能,同时也在往多模态方向发展,应用场景不断拓宽,用户数量迅速增长,相关的训练以及推理需求呈现高速增长。而算力的需求落到硬件上还是要靠AI服务器支撑。摩根士丹利有一个报告,英伟达最新一代AI服务器GB200 NVL72的拆解里面,一个72卡的机架价格达到了300万美金左右,其中GPU的价值量达到了216万美金,约占72%。我们也关注到英伟达的毛利率、净利率均较高。英伟达在...
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