英伟达 VR200 NVL72 机柜带来巨额商机,谁会成为最大赢家?

半导体新知道
Feb 15

英伟达新一代AI服务器机柜VR200 NVL72的神秘面纱,在今年一月就已经正式亮相。这座以天文学家维拉·鲁宾命名的算力巨兽,搭载72颗Rubin GPU和36颗Vera CPU,其AI推理算力达到前代产品的5倍,预计将于2026年下半年开始出货。据供应链分析,这款重达两吨的VR200机柜,售价可能高达600万美元。如此高价源于其革命性架构升级,采用全液冷散热方案,替代前代85%液冷+15%气冷的...

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