一、寒武纪存好37亿,这个大多数是原料非非成品,因为接到订单就会大量备货,说明需求旺盛处于备货期。长期看算力需求还是会大幅度增长,短期内需求不用担心。按照推测今年70亿营收肯定是有的,明年保守180亿营收,超预期会有250亿营收这样。二、现在大模型原来需要1万块GPU现在就只需1200块左右呢?Aegaeon方案是资源优化不是降低算力需求因为Aegaeon方案入选SOSP是因为它解决了AI模型服务...
Source Link一、寒武纪存好37亿,这个大多数是原料非非成品,因为接到订单就会大量备货,说明需求旺盛处于备货期。长期看算力需求还是会大幅度增长,短期内需求不用担心。按照推测今年70亿营收肯定是有的,明年保守180亿营收,超预期会有250亿营收这样。二、现在大模型原来需要1万块GPU现在就只需1200块左右呢?Aegaeon方案是资源优化不是降低算力需求因为Aegaeon方案入选SOSP是因为它解决了AI模型服务...
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