80%利润 NVIDIA顶级AI显卡B200成本分析:HBM占了一半

快科技
Dec 13, 2025

快科技12月13日消息,虽然H200显卡可以对国内出口了,但是它已经不是NVIDIA顶级的AI显卡了,目前的主力之一是B200,有2颗GB100核心组成,台积电4NP工艺生产。B200显卡不仅使用了先进工艺,还用上了CoWoS封装,那成本到底如何呢?EPOCH.AI日前做了一次分析,将这块显卡按照不同结构的成本做了对比。首先是逻辑核心,也就是GPU本身的部分,这部分成本比想象中要低,在720到...

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