一、英伟达GTC大会2026年3月16日至19日,英伟达将在美国加州举办年度最重要的AI与算力大会GTC 2026。根据广发证券报告,预计展会亮点包括:1)Rubin的再度强调:凭借HBM4技术(相比谷歌的v8AXHBM3e更具优势)以及更优的系统设计,Rubin将显著提升英伟达的产品竞争力,其推理/训练性能分别可达GB300的5倍/3.5倍。2)用于推理的LPU:Open AI公布了其GPT-...
Source Link一、英伟达GTC大会2026年3月16日至19日,英伟达将在美国加州举办年度最重要的AI与算力大会GTC 2026。根据广发证券报告,预计展会亮点包括:1)Rubin的再度强调:凭借HBM4技术(相比谷歌的v8AXHBM3e更具优势)以及更优的系统设计,Rubin将显著提升英伟达的产品竞争力,其推理/训练性能分别可达GB300的5倍/3.5倍。2)用于推理的LPU:Open AI公布了其GPT-...
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