过去两年,资本市场对AI的叙事高度集中在GPU、算力租赁与大模型公司身上。但真正决定算力效率的,并不只是算力规模,而是算力之间的数据流动效率。当全球AI服务器开始大规模采用多GPU集群架构,单机功耗、带宽与延迟成为性能瓶颈,服务器内部的数据互连能力,正在从“辅助角色”变成“关键变量”。如果说GPU是算力引擎,那么互连芯片就是算力系统的“高速公路”。在这一结构性变局中,澜起科技交出了一份堪称拐点意义...
Source Link过去两年,资本市场对AI的叙事高度集中在GPU、算力租赁与大模型公司身上。但真正决定算力效率的,并不只是算力规模,而是算力之间的数据流动效率。当全球AI服务器开始大规模采用多GPU集群架构,单机功耗、带宽与延迟成为性能瓶颈,服务器内部的数据互连能力,正在从“辅助角色”变成“关键变量”。如果说GPU是算力引擎,那么互连芯片就是算力系统的“高速公路”。在这一结构性变局中,澜起科技交出了一份堪称拐点意义...
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