["Nvidia 計劃推出功耗高達 1000W 的 B100AI 加速器，比之前的產品多出 42% 的功耗","Dell 高管表示，GPU 的功耗將持續增加，但直接液冷可能不再是必需的解決方案","Nvidia 的新一代 GPU 可能包括 B200Superchip，結合 Grace CPU，功耗或將達到 1300 瓦左右"]
["B100速度可能是H100的4倍以上,內部採用芯片組合設計","GPT-5可能實現通用人工智能,需要大量計算資源支持","微軟已向OpenAI投入超過100億美元資金","英偉達B100和OpenAI GPT-5有望在2024年發佈","業內預計兩者將帶來計算機速度和智能的重大提升"]
["英偉達計劃將Blackwell B100 GPU發佈時間提前至2024年第二季度","英偉達選擇了SK海力士的HBM3e內存用於Blackwell B100 GPU","英偉達提前發佈Blackwell B100是爲滿足AI需求快速增長","英偉達已於今年8月收到SK海力士的HBM3e內存樣品","Blackwell B100將助英偉達在AI市場繼續保持領先地位"]
["供應鏈消息稱,英偉達明年將推出新一代AI芯片架構B100。","B100預計採用4納米制程,集成2顆GPU和8顆HBM,將提升CoWoS封裝需求。 ","英偉達從臺積電和後端OSAT獲得CoWoS產能支持,有利未來生產能見度。","隨着CoWoS產能擴充,英偉達AI芯片出貨量將提高,反向刺激CoWoS需求增長。","分析認爲英偉達新架構有利其AI芯片發展,也將促進CoWoS等封裝技術進步。"]
Google
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1k
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Alibaba
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-
256
Openai
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$3.15
131
$1
$4
$8.75
$70
$0.5
32
Tencent
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$9.6
$1.5
$1.6
Moonshot
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$32
262
$0.49
$2.1
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