南方财经3月16日电,据科创板日报,分析师郭明𫓹最新供应链调查显示,在英伟达投资Groq之后,LPU的出货量预测已大幅上调。预计2026至2027年的总出货量将达到400万至500万颗。为维持推论解码阶段的超低延迟优势,英伟达预计将每机柜LPU数量由目前64颗提升至256颗。新架构机柜预计于今年第四季度开始量产,2026年与2027年机柜出货量分别约为300至500个,以及15000至20000个。
(文章来源:南方财经网)
南方财经3月16日电,据科创板日报,分析师郭明𫓹最新供应链调查显示,在英伟达投资Groq之后,LPU的出货量预测已大幅上调。预计2026至2027年的总出货量将达到400万至500万颗。为维持推论解码阶段的超低延迟优势,英伟达预计将每机柜LPU数量由目前64颗提升至256颗。新架构机柜预计于今年第四季度开始量产,2026年与2027年机柜出货量分别约为300至500个,以及15000至20000个。
(文章来源:南方财经网)
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