(以下内容从华安证券《海外及传媒年度策略:算力飞轮、多极模型生态与Agent化生产力》研报附件原文摘录)主要观点:生成式AI:从单一算力飞轮,到多极大模型生态与全栈Agent化1)算力与大模型:从“单一供应商”走向“多架构+多家头部”从2024到2025年,算力体系从“单一GPU体系”转向多架构并行,我们预计到2026年这种趋势将持续:一方面,NVIDIA通过Blackwell/Rubin、...
Source Link(以下内容从华安证券《海外及传媒年度策略:算力飞轮、多极模型生态与Agent化生产力》研报附件原文摘录)主要观点:生成式AI:从单一算力飞轮,到多极大模型生态与全栈Agent化1)算力与大模型:从“单一供应商”走向“多架构+多家头部”从2024到2025年,算力体系从“单一GPU体系”转向多架构并行,我们预计到2026年这种趋势将持续:一方面,NVIDIA通过Blackwell/Rubin、...
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