未来算力就是东大主打的供应链和西大主导的供应链之争!英伟达GPU 产业链去大陆供应链化,意料中,也是必要的 PlanB,毕竟大背景下,需要一个 PlanB当谷歌(Google)凭借OCS(光路交换)在TPU集群互联上取得先发优势时,英伟达(Nvidia)正在以一种更为激进且封闭的姿态进行反击:全面押注CPO(光电共封装),并试图构建一条“去大陆化”的独立供应链。这一战略不仅是技术路线的选择,更是...
Source Link未来算力就是东大主打的供应链和西大主导的供应链之争!英伟达GPU 产业链去大陆供应链化,意料中,也是必要的 PlanB,毕竟大背景下,需要一个 PlanB当谷歌(Google)凭借OCS(光路交换)在TPU集群互联上取得先发优势时,英伟达(Nvidia)正在以一种更为激进且封闭的姿态进行反击:全面押注CPO(光电共封装),并试图构建一条“去大陆化”的独立供应链。这一战略不仅是技术路线的选择,更是...
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