电子行业点评报告:算力芯片看点系列-英伟达Scale-out网络为何兼有IB和以太网?

东吴证券
Aug 23, 2025

(以下内容从东吴证券《电子行业点评报告:算力芯片看点系列-英伟达Scale-out网络为何兼有IB和以太网?》研报附件原文摘录)投资要点IB与Ethernet之争,性能与通用性的博弈。InfiniBand(IB)和以太网(Ethernet)是两种常见而又不同的网络技术。二者对比来看,IB在带宽、延迟、可靠性方面的表现更为出色,适合需要高性能通信的场景;而以太网因其较低的成本和广泛兼容性,在一般...

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