申万宏源表示,随着生成式AI应用加速渗透,AI基础设施软件(AI Infra)正成为应用落地的关键“卖铲人”,算力调度能力直接决定模型推理服务的盈利水平。根据测算,在单日10亿查询量下,若使用H800芯片,单卡吞吐能力每提升10%,毛利率能够提升2-7个百分点。数据层面,向量数据库已成刚需,Gartner预测2025年企业RAG技术采用率将达68%。随着生成式AI应用加速渗透,AI基础设施软件(...
Source Link申万宏源表示,随着生成式AI应用加速渗透,AI基础设施软件(AI Infra)正成为应用落地的关键“卖铲人”,算力调度能力直接决定模型推理服务的盈利水平。根据测算,在单日10亿查询量下,若使用H800芯片,单卡吞吐能力每提升10%,毛利率能够提升2-7个百分点。数据层面,向量数据库已成刚需,Gartner预测2025年企业RAG技术采用率将达68%。随着生成式AI应用加速渗透,AI基础设施软件(...
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