近期黄仁勋在 CES2026 上的演讲，再一次推升了市场对存储的热情。尤其是本次 Rubin 的架构中，需要搭载更多的 DDR 和 NAND（相比于原来的 Blackwell），带动存储股价的再次上涨。目前市场的关注点已经从 HBM 拓展到了 DDR、NAND 等传统存储领域，供需关系的变化推动了存储价格的全面上涨。上篇文章主要是对 AI 服务器中各类存储角色和 HBM 市场进行梳理，海豚君将在...
Source Link近期黄仁勋在 CES2026 上的演讲，再一次推升了市场对存储的热情。尤其是本次 Rubin 的架构中，需要搭载更多的 DDR 和 NAND（相比于原来的 Blackwell），带动存储股价的再次上涨。目前市场的关注点已经从 HBM 拓展到了 DDR、NAND 等传统存储领域，供需关系的变化推动了存储价格的全面上涨。上篇文章主要是对 AI 服务器中各类存储角色和 HBM 市场进行梳理，海豚君将在...
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