硬·AI作者| 董 静编辑| 硬 AI摩根⼠丹利预测,2026年将成为AI科技硬件迎来爆发式增⻓的关键之年,主要受AI服务器硬件需求强劲增⻓驱动。11⽉3⽇,据硬AI消息,摩根⼠丹利在最研报中称,AI服务器硬件正在经历⼀场由GPU和ASIC驱动的重⼤设计升级。英伟达即将推出的GB300、Vera Rubin平台和Kyber架构,以及AMD的Helios服务器机架项⽬,都将带来更⾼的计算能⼒和机柜...
Source Link硬·AI作者| 董 静编辑| 硬 AI摩根⼠丹利预测,2026年将成为AI科技硬件迎来爆发式增⻓的关键之年,主要受AI服务器硬件需求强劲增⻓驱动。11⽉3⽇,据硬AI消息,摩根⼠丹利在最研报中称,AI服务器硬件正在经历⼀场由GPU和ASIC驱动的重⼤设计升级。英伟达即将推出的GB300、Vera Rubin平台和Kyber架构,以及AMD的Helios服务器机架项⽬,都将带来更⾼的计算能⼒和机柜...
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