【华鑫计算机|行业周报】 英伟达发布多项关键成果,谷歌推出Veo 3.1模型

华鑫研究
Oct 21

投资要点▌算力:算力租赁价格下降,英伟达发布多项关键成果2025年10月13日至16日于美国圣何塞举办的OCP(开放计算项目)全球峰会上,英伟达围绕AI基础设施的技术突破与生态合作,发布了多项关键成果,具体包括以下三个核心方向:发布800VDC高压直流电源架构,推动AI能源效率革命、推出Kyber机架系统,升级AI算力集群扩展能力、深化生态合作与技术布局,巩固AI基础设施领导地位。▌AI应用:文心...

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