通信行业研究:英伟达发布RUBINCPX 阿里发行可转债加强云基础设施建设

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通信周观点:1)英伟达发布Rubin CPX,推理效率翻倍推动硬件升级需求。Rubin CPX 是首款面向百万token 推理的CUDA GPU,单卡算力达30 PFLOPS,注意力加速3 倍。Vera Rubin NVL144 CPX 平台集成144 颗GPU 与100 TB 高速内存,单机架AI性能达8 EFLOPS,约为GB300 NVL72 的7.5 倍。英伟达称每投入1 亿美元可带来高达...

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