银河证券研报指出,春节期间国内通信行业全面发展,5G-A、卫星互联网、6G以及光通信行业受假期影响相对较小,应用端AI智能体相关公司如智谱寻找算力合伙人、豆包2月16日暂停视频通话功能能等均体现出算力不足的现状,AI应用的持续发展带动算力规模的持续上行;海外相关新闻主要集中于数据中心建设以及GPU-XPU的路线上,英伟达当前行业龙头地位稳固,收购Groq技术协议授权进一步抢占推理硬件市场,市场在...
Source Link银河证券研报指出,春节期间国内通信行业全面发展,5G-A、卫星互联网、6G以及光通信行业受假期影响相对较小,应用端AI智能体相关公司如智谱寻找算力合伙人、豆包2月16日暂停视频通话功能能等均体现出算力不足的现状,AI应用的持续发展带动算力规模的持续上行;海外相关新闻主要集中于数据中心建设以及GPU-XPU的路线上,英伟达当前行业龙头地位稳固,收购Groq技术协议授权进一步抢占推理硬件市场,市场在...
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