本文作者：鲍奕龙 来源：硬AI 2025年OCP全球峰会传递出明确信号，“Scale Up”（规模化扩展）架构已成为AI数据中心基础设施建设的核心主题。 10月20日摩根士丹利亚太团队发表研报，指出为了满足AI对算力永无止境的需求，整个行业正全力冲向更大规模、更高密度的“Scale Up”（规模化扩展）架构。 研报指出，投资焦点需从通用服务器组件转向能够支持超节点架构的核心技术供应商。本次大会...
Source Link本文作者：鲍奕龙 来源：硬AI 2025年OCP全球峰会传递出明确信号，“Scale Up”（规模化扩展）架构已成为AI数据中心基础设施建设的核心主题。 10月20日摩根士丹利亚太团队发表研报，指出为了满足AI对算力永无止境的需求，整个行业正全力冲向更大规模、更高密度的“Scale Up”（规模化扩展）架构。 研报指出，投资焦点需从通用服务器组件转向能够支持超节点架构的核心技术供应商。本次大会...
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