中信建投:各厂商AI芯片向大功率不断迭代,推升单机柜功率迅速增长

中信建投证券研究
Jan 17

文|朱玥 雷云泽 郑博元AI供电方案的根本驱动力是单芯片和单机柜功率的不断提升。以英伟达为首的AI芯片厂商不断迭代升级其最新AI芯片的功率。英伟达已从Maxwell时代单颗芯片250W提升至B200芯片的超过1000W;谷歌、微软、Meta等自研芯片也向单颗1000W以上迈进。通过NVL72(英伟达)、Superpod(谷歌)等多芯片设计,单机柜功率进一步向MW级迈进。我们认为,至2028年北美...

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