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<\/strong><strong>\u7522\u54c1\u524d\u77bb\u91cd\u9ede<\/strong><\/p>\n\n<p><strong>\u8cc7\u6599\u4e2d\u5fc3\u52d5\u80fd<\/strong>: \u7522\u54c1\u9762\u7684\u89c0\u5bdf\u91cd\u9ede\u5c07\u96c6\u4e2d\u5728\u8cc7\u6599\u4e2d\u5fc3\u696d\u52d9\u80fd\u5426\u5ef6\u7e8c\u9ad8\u901f\u6210\u9577\u52d5\u80fd\uff0c\u4e26\u7559\u610f\u65b0\u5831\u544a\u67b6\u69cb\u4e0b Hyperscale \u8207 ACIE \u5169\u5927\u5b50\u5e02\u5834\u7684\u6210\u9577\u7bc0\u594f\u662f\u5426\u7dad\u6301\u5148\u524d\u7684\u9ad8\u96d9\u4f4d\u6578\u5b63\u589e\u901f\u5ea6\u3002Blackwell \u5e73\u53f0\uff08GB300\uff0fNVL72\uff09\u7684\u51fa\u8ca8\u898f\u6a21\u8207\u5ba2\u6236\u90e8\u7f72\u9032\u5ea6\u9810\u671f\u5c07\u6301\u7e8c\u653e\u91cf\uff0c\u662f\u672c\u5b63\u71df\u6536\u7684\u4e3b\u8981\u652f\u6490\u3002\u5e02\u5834\u66f4\u95dc\u9375\u7684\u89c0\u5bdf\u7126\u9ede\u5728\u65bc VeraRubin \u5e73\u53f0\u662f\u5426\u5982\u671f\u65bc\u672c\u5b63\uff08\u7b2c\u4e09\u5b63\uff0c\u5373\u8ca1\u5831\u5f8c\u9019\u4e00\u5b63\uff09\u958b\u59cb\u91cf\u7522\u51fa\u8ca8\uff0c\u9019\u5c07\u662f\u9a57\u8b49\u7ba1\u7406\u5c64 2025–2027 \u5e74 Blackwell \u8207 Rubin \u5408\u8a08\u4e0a\u770b 1 \u5146\u7f8e\u5143\u71df\u6536\u76ee\u6a19\u662f\u5426\u5982\u671f\u63a8\u9032\u7684\u91cd\u8981\u6307\u6a19\u3002<\/p>\n\n<p><strong>\u65b0\u7522\u54c1\u7dda\u8207\u5176\u4ed6\u696d\u52d9:<\/strong> \u6b64\u5916\uff0cVera CPU \u9032\u5165\u5e02\u5834\u5f8c\u7684\u71df\u6536\u8ca2\u737b\u662f\u5426\u671d\u5411\u5168\u5e74\u8fd1 200 \u5104\u7f8e\u5143\u7684\u80fd\u898b\u5ea6\u9081\u9032\u3001\u908a\u7de3\u904b\u7b97\u8207\u5be6\u9ad4 AI\uff08\u81ea\u99d5\u3001\u6a5f\u5668\u4eba\uff09\u696d\u52d9\u7684\u6210\u9577\u52d5\u80fd\u80fd\u5426\u5ef6\u7e8c\uff0c\u4e5f\u5c07\u662f\u672c\u5b63\u8ca1\u5831\u4e2d\u503c\u5f97\u7559\u610f\u7684\u7522\u54c1\u7dda\u89c0\u5bdf\u91cd\u9ede\u3002<\/p>\n\n<p><strong>3. <\/strong><strong>\u8f1d\u9054\u80a1\u50f9\u8d70\u52e2\u8207\u8ca1\u5831\u767c\u5e03<\/strong><\/p>\n\n<figure><img data-height="311" data-mime="image\/jpeg" data-ratio="1.7813504823151125" data-src-m="https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/m\/160e8255f34346face1a9c2071cbb959.jpg" data-width="554" src="https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/l\/160e8255f34346face1a9c2071cbb959.jpg"><\/figure>\n\n<p><strong>\u8fd1\u5e7e\u5b63\u5713\u9ede\u660e\u986f\u7e2e\u5c0f\uff1a<\/strong>\u82e5\u6bd4\u8f03\u5716\u4e2d\u5713\u9ede\u5927\u5c0f\uff0c2023Q4 \u81f3 2024Q4 \u671f\u9593\u7684\u7d05\u8272\u5713\u9ede\u660e\u986f\u8f03\u5927\uff0c\u800c\u81ea 25Q1\uff0805\/22\uff09\u4e4b\u5f8c\uff0c\u5305\u542b 25Q2\u300125Q3\u300125Q4\u300126Q1\u300126Q2\u300126Q3\u300126Q4 \u4e00\u76f4\u5230\u6700\u8fd1\u4e00\u6b21 27Q1\uff0805\/20\uff09\uff0c\u5713\u9ede\u5c3a\u5bf8\u90fd\u660e\u986f\u7e2e\u5c0f\uff0c\u986f\u793a\u8fd1\u5e7e\u5b63\u7684\u300c\u8d85\u9810\u671f\u300d\u5e45\u5ea6\u76f8\u8f03 2023–2024 \u5e74\u5df2\u660e\u986f\u6536\u6582\u3002<\/p>\n\n<p><strong>\u8fd1\u671f\u8ca1\u5831\u5f8c\u50f9\u683c\u53cd\u61c9\u8da8\u65bc\u5e73\u7de9: <\/strong>\u5c0d\u7167\u80a1\u50f9\u8d70\u52e2\uff0c26Q2\uff0808\/27\uff09\u300126Q3\uff0811\/19\uff09\u300126Q4\uff0802\/25\uff09\u8207 27Q1\uff0805\/20\uff09\u9019\u5e7e\u6b21\u8ca1\u5831\u516c\u5e03\u524d\u5f8c\uff0c\u80a1\u50f9\u96d6\u4ecd\u7dad\u6301\u5728\u6574\u9ad4\u4e0a\u5347\u8ecc\u9053\u4e2d\uff0c\u4f46\u6bcf\u6b21\u8ca1\u5831\u5f8c\u7684\u6ce2\u52d5\u5e45\u5ea6\u76f8\u5c0d\u548c\u7de9\uff0c\u8f03\u5c11\u51fa\u73fe\u5982 2023–2024 \u5e74\u671f\u9593\u8ca1\u5831\u5f8c\u90a3\u7a2e\u660e\u986f\u8df3\u7a7a\u5f0f\u7684\u6025\u62c9\u8d70\u52e2\uff0c\u53cd\u800c\u5448\u73fe\u5340\u9593\u9707\u76ea\u3001\u7de9\u6b65\u588a\u9ad8\u7684\u578b\u614b\u3002<\/p>\n\n<p><strong>4. <\/strong><strong>\u8f1d\u9054\u91cd\u8981\u8cc7\u8a0a: <\/strong><strong>\u4e0a\u5b63\u6cd5\u8aaa\u6307\u5f15\u3001\u91cd\u9edeQA<\/strong><strong>\u4e00\u6b21\u770b<\/strong><\/p>\n\n<figure><a href="https:\/\/www.sinotrade.com.tw\/richclub\/hotstock\/%E8%BC%9D%E9%81%94%E8%B2%A1%E5%A0%B1%E8%A6%81%E4%BE%86%E4%BA%86-%E7%B7%8A%E7%9B%AF-3-%E5%A4%A7%E7%9C%8B%E9%BB%9E-%E9%97%9C%E9%8D%B5%E5%B0%B1%E7%9C%8B-Rubin-%E6%BA%96%E4%B8%8D%E6%BA%96%E6%99%82-6a8baed06040320b88e88374?strProd=0068&strWeb=0090&utm_content=NVDA_0826&utm_campaign=%E9%89%85%E4%BA%A8%E6%8E%A8%E5%BB%A3&_channel_track_key=9waVUC7E"><img data-height="412" data-mime="image\/png" data-ratio="1.8446601941747574" data-src-m="https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/m\/e8cbc099c72a1b913a4137d8e893a059.jpg" data-width="760" src="https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/l\/e8cbc099c72a1b913a4137d8e893a059.jpg" srcset="https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/l\/e8cbc099c72a1b913a4137d8e893a059.jpg 1x,https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/xl\/e8cbc099c72a1b913a4137d8e893a059.jpg 2x,https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/xxl\/e8cbc099c72a1b913a4137d8e893a059.jpg 3x"><\/a><\/figure>\n\n<p><a href="https:\/\/dmp.sinotrade.com.tw\/t\/9ue"><strong>\u9ede\u6211\u56de\u539f\u6587: <\/strong><strong>\u4e0a\u5b63\u6cd5\u8aaa\u6307\u5f15\u3001\u91cd\u9edeQA<\/strong><strong>\u4e00\u6b21\u770b<\/strong><\/a><\/p>","hasCoverPhoto":1,"isIndex":1,"summary":"","isCategoryHeadline":1,"stock":[],"video":"","payment":0,"feature":0,"otherProduct":[],"source":"","isOutsource":0,"keyword":["\u6c38\u8c50\u91d1\u8b49\u5238","\u8da8\u52e2\u5206\u6790","\u8f1d\u9054","\u53f0\u80a1"],"is24h":0,"publishAt":1787706480,"coverSrc":{"xs":{"src":"https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/xs\/f712fe683e186c75881de7d56a7dc82f.jpg","width":100,"height":56},"s":{"src":"https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/s\/f712fe683e186c75881de7d56a7dc82f.jpg","width":180,"height":101},"m":{"src":"https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/m\/f712fe683e186c75881de7d56a7dc82f.jpg","width":380,"height":214},"l":{"src":"https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/l\/f712fe683e186c75881de7d56a7dc82f.jpg","width":640,"height":360},"xl":{"src":"https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/xl\/f712fe683e186c75881de7d56a7dc82f.jpg","width":960,"height":540},"xxl":{"src":"https:\/\/cimg.cnyes.cool\/prod\/news\/6587016\/xxl\/f712fe683e186c75881de7d56a7dc82f.jpg","width":1080,"height":608}},"abTesting":null,"categoryId":827,"categoryName":"\u53f0\u80a1\u65b0\u805e","columnists":null,"fundCategoryAbbr":[],"etf":[],"fbShare":0,"fbComment":0,"fbCommentPluginCount":0},{"newsId":6586932,"title":"30\u591a\u570b\u5ba3\u5e03\uff1a\u4fc4\u70cf\u505c\u706b\u9054\u6210\u5f8c 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