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 <\/p>\n

<\/figure>\n

 <\/p>\n

NVIDIA GTC\u5927\u4f1a\u91ca\u653e\u7684\u4e0d\u4ec5\u662fBlackwell Ultra\u7684\u7b97\u529b\u6838\u7206\uff0c\u66f4\u63ed\u793a\u4e86AI<\/a><\/span>\u4ea7\u4e1a<\/a><\/span>\u5316\u8fdb\u7a0b\u4e2d\u4e09\u5927\u6838\u5fc3\u547d\u9898\uff1a\u4f20\u7edf\u7b97\u529b\u57fa\u5efa\u5982\u4f55\u627f\u63a5\u6307\u6570\u7ea7\u589e\u957f\u7684\u63a8\u7406\u9700\u6c42\uff1f\u8de8\u754c\u6280\u672f\u878d\u5408\u600e\u6837\u50ac\u751f\u65b0\u7684\u5546\u4e1a\u751f\u6001\uff1f\u4f01\u4e1a\u5982\u4f55\u5728\u6280\u672f\u7ea2\u5229\u4e0e\u6210\u672c\u60ac\u5d16\u95f4\u627e\u5230\u5e73\u8861\u70b9\uff1f<\/p>\n

\u4f5c\u8005|\u5434\u94ed<\/p>\n

\u7f16\u8f91|\u76ae\u7237<\/p>\n

\u51fa\u54c1|\u4ea7\u4e1a\u5bb6<\/p>\n

\u5728\u7845\u8c37\u7684\u6625\u65e5\u91cc\uff0c\u82f1\u4f1f\u8fbeGTC\u5927\u4f1a\u518d\u6b21\u5411\u5168\u7403\u79d1\u6280\u754c\u6295\u4e0b\u51e0\u679a\u6280\u672f\u6838\u5f39\u3002<\/p>\n

 <\/p>\n

\u4eceBlackwell Ultra GPU\u6495\u88c2\u7269\u7406\u5b9a\u5f8b\u7684\u6027\u80fd\u66f2\u7ebf\uff0c\u5230\u91cf\u5b50-\u7ecf\u5178\u6df7\u5408\u8ba1\u7b97\u5e73\u53f0\u7a81\u7834\u4ea7\u4e1a\u5e94\u7528\u4e34\u754c\u70b9\uff1b\u4ece\u5f00\u6e90\u4eba\u5f62\u673a\u5668\u4eba\u6a21\u578b\u6253\u7834\u5236\u9020\u4e1a\u81ea\u52a8\u5316\u50f5\u5c40\uff0c\u5230L4\u7ea7\u81ea\u52a8\u9a7e\u9a76\u65b9\u6848\u8de8\u8d8a\u91cf\u4ea7\u751f\u6b7b\u7ebf\u2014\u2014\u8fd9\u573a\u6280\u672f\u76db\u5bb4\u7684\u6bcf\u4e2a\u7ae0\u8282\u90fd\u5728\u91cd\u5851\u4ea7\u4e1a\u89c4\u5219\u3002<\/p>\n

 <\/p>\n

\u62c6\u89e3\u4e4b\u4e0b\uff0c\u770b\u5230\u7684\u4e0d\u4ec5\u662f\u6676\u4f53\u7ba1\u5806\u53e0\u7684\u5de5\u7a0b\u5947\u8ff9\uff0c\u66f4\u662f\u4e00\u5e45AI\u6280\u672f\u6e17\u900f\u5b9e\u4f53\u7ecf\u6d4e\u7684\u8def\u7ebf\u56fe\uff1a<\/p>\n

 <\/p>\n

1\u3001\u51fb\u7a7f\u63a8\u7406\u7b97\u529b\u5929\u82b1\u677f\uff0cBlackwell Ultra\u7528288GB HBM3E\u663e\u5b58\u91cd\u6784\u6570\u636e\u4e2d\u5fc3\uff1b<\/strong><\/p>\n

2\u3001\u5f00\u8f9f\u91cf\u5b50\u8ba1\u7b97\u65b0\u6218\u7ebf\uff0cCUDA-Q 2.0\u5728\u836f\u7269\u7814\u53d1\u6218\u573a\u5efa\u7acb\u6df7\u5408\u8ba1\u7b97\u6865\u5934\u5821\uff1b<\/strong><\/p>\n

3\u3001\u91ca\u653e\u673a\u5668\u4eba\u901a\u7528\u667a\u80fd\uff0cIsaac GR00TN1\u53cc\u7cfb\u7edf\u67b6\u6784\u7834\u89e3\u5236\u9020\u4e1a\u67d4\u6027\u751f\u4ea7\u96be\u9898\uff1b<\/strong><\/p>\n

4\u3001\u7a81\u7834Agentic AI\u51b3\u7b56\u74f6\u9888\uff0c\u63a8\u7406\u6548\u738730\u500d\u8dc3\u5347\u6495\u5f00\u4e07\u4ebf\u7ea7\u4f01\u4e1a\u670d\u52a1\u5e02\u573a\uff1b<\/strong><\/p>\n

5\u3001\u51b2\u7834\u81ea\u52a8\u9a7e\u9a76\u91cf\u4ea7\u8ff7\u96fe\uff0cDRIVEThor\u8ba1\u7b97\u5e73\u53f0\u7684\u6280\u672f\u5347\u7ea7\u63a8\u52a8L4\u843d\u5730\uff1b<\/strong><\/p>\n

6\u3001\u5f15\u7206\u7eff\u8272\u8ba1\u7b97\u9769\u547d\uff0c\u6db2\u51b7\u7cfb\u7edf\u5e9f\u70ed\u56de\u6536\u7f14\u9020\u6570\u636e\u4e2d\u5fc3”\u8d1f\u78b3”\u795e\u8bdd\uff1b<\/strong><\/p>\n

7\u3001\u6539\u5199\u5149\u901a\u4fe1\u7269\u7406\u6cd5\u5219\uff0cCPO\u6280\u672f115.2Tbps\u5e26\u5bbd\u91cd\u6784\u7b97\u529b\u96c6\u7fa4\u8fde\u63a5\u8303\u5f0f\uff1b<\/strong><\/p>\n

8\u3001\u843d\u5b50\u4e2d\u56fd\u751f\u6001\u7eb5\u6df1\uff0cNIM\u5fae\u670d\u52a1\u5e73\u53f0\u5728\u5408\u89c4\u4e0e\u521b\u65b0\u7684\u94a2\u4e1d\u4e0a\u8df3\u51fa\u751f\u6001\u63a2\u6208\u3002<\/strong><\/p>\n

 <\/p>\n

\u8fd9\u4e9b\u5728\u8fdb\u4e00\u6b65\u91ca\u653e\u6280\u672f\u60f3\u8c61\u529b\u7684\u540c\u65f6\uff0c\u4e5f\u66f4\u5728\u52fe\u52d2\u51fa\u82f1\u4f1f\u8fbe\u7406\u60f3\u4e2d\u7684AI\u4ea7\u4e1a\u65b0\u5927\u9646\u3002<\/p>\n

 <\/p>\n

\u5f53\u751f\u6210\u5f0fAI\u7684\u70ed\u6f6e\u5f00\u59cb\u5411\u4ea7\u4e1a\u8179\u5730\u6e17\u900f\u7684\u5f53\u4e0b\uff0c\u4ea7\u4e1a\u5bb6\u8bd5\u56fe\u901a\u8fc7\u89e3\u8bfbGTC\u5927\u4f1a\u4e2d\u76848\u5927\u770b\u70b9\uff0c\u6765\u5ba1\u89c62025\u5e74\u7684\u5982\u4eca\u6211\u4eec\u8ddd\u79bb\u4ea7\u4e1aAI\u5b8c\u5168\u843d\u5730\uff0c\u5230\u5e95\u8fd8\u6709\u591a\u8fdc\uff1f<\/p>\n

 <\/p>\n

\u4e00\u3001Blackwell Ultra GPU\u67b6\u6784\uff1a<\/strong><\/p>\n

AI\u63a8\u7406\u6027\u80fd\u7684\u98a0\u8986\u6027\u5347\u7ea7<\/strong><\/p>\n

 <\/p>\n

NVIDIA\u53d1\u5e03\u4e86\u5212\u65f6\u4ee3\u7684Blackwell Ultra GPU\u67b6\u6784\u3002<\/p>\n

 <\/p>\n

288GB\u7684HBM\u5185\u5b58\u5bb9\u91cf\u300150%\u7684\u8fd0\u7b97\u6548\u80fd\u63d0\u5347\u3001400-600W\u7684\u6db2\u51b7\u6563\u70ed\u7cfb\u7edf\uff0c\u6bcf\u4e00\u4e2a\u53c2\u6570\u90fd\u5728\u6311\u6218\u73b0\u6709\u6280\u672f\u5929\u82b1\u677f\u3002<\/p>\n

 <\/p>\n

\u76f8\u8f83\u4e8e\u524d\u4ee3Hopper\u67b6\u6784\uff0c\u5176\u5728\u63a8\u7406\u6027\u80fd\u4e0a\u5b9e\u73b0\u4e8640\u500d\u8dc3\u5347\uff0c\u90e8\u5206\u573a\u666f\u751a\u81f3\u7a81\u7834900\u500d\u795e\u8bdd\u3002<\/strong><\/p>\n

 <\/p>\n

\u66f4\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0cGB300 NVL72\u673a\u67b6\u7ea7\u89e3\u51b3\u65b9\u6848\u96c6\u6210\u4e8672\u4e2aBlackwell Ultra GPU\u548c36\u4e2aGrace CPU\uff0c\u5176\u63a8\u7406\u6548\u7387\u8f83\u524d\u4ee3\u63d0\u534711\u500d\uff0c\u9884\u8ba12025\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u5411\u5fae\u8f6f\u3001\u4e9a\u9a6c\u900a\u7b49\u4e91\u670d\u52a1\u5de8\u5934\u4f9b\u8d27\u3002<\/strong><\/p>\n

 <\/p>\n

\u968f\u7740\u751f\u6210\u5f0fAI\u5411\u5177\u5907\u81ea\u4e3b\u51b3\u7b56\u80fd\u529b\u7684\u4ee3\u7406\u5f0fAI\u6f14\u8fdb\uff0c\u884c\u4e1a\u6b63\u9762\u4e34\u590d\u6742\u4efb\u52a1\u5206\u89e3\u4e0e\u5b9e\u65f6\u51b3\u7b56\u7684\u53cc\u91cd\u6311\u6218\u3002<\/p>\n

 <\/p>\n

\u800cBlackwell Ultra\u67b6\u6784\u901a\u8fc7\u4e09\u5927\u6280\u672f\u7a81\u7834\u6b63\u5728\u91cd\u6784\u7b97\u529b\u8303\u5f0f\u3002\u9996\u5148\uff0c\u5176\u91c7\u7528CPU-GPU\u5f02\u6784\u534f\u540c\u67b6\u6784\uff0c\u5b9e\u73b0\u8ba1\u7b97\u8d44\u6e90\u52a8\u6001\u8c03\u914d\uff1b\u5176\u6b21\uff0c\u96c6\u6210\u7845\u5149\u4e92\u8054\u6280\u672f\uff0c\u7a81\u7834\u4f20\u7edf\u7535\u4fe1\u53f7\u4f20\u8f93\u74f6\u9888\uff1b\u6700\u540e\uff0c\u5f15\u5165\u667a\u80fd\u529f\u8017\u7ba1\u7406\u7cfb\u7edf\uff0c\u53ef\u6839\u636e\u8d1f\u8f7d\u9700\u6c42\u5b9e\u65f6\u8c03\u6574\u80fd\u8017\u914d\u6bd4\u3002<\/p>\n

 <\/p>\n

\u82f1\u4f1f\u8fbeCEO\u9ec4\u4ec1\u52cb\u5728\u53d1\u5e03\u4f1a\u4e0a\u5f3a\u8c03\uff1a”AI\u63a8\u7406\u9636\u6bb5\u7684\u7b97\u529b\u9700\u6c42\u5c06\u5448\u73b0\u767e\u500d\u7ea7\u589e\u957f\uff0c’Scaling Law’\u6cd5\u5219\u7684\u5e94\u7528\u91cd\u5fc3\u6b63\u4ece\u6a21\u578b\u9884\u8bad\u7ec3\u5411\u540e\u8bad\u7ec3\u73af\u8282\u8fc1\u79fb\u3002”<\/p>\n

<\/figure>\n

 <\/p>\n

\u66f4\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0c\u52302027\u5e74AI\u63a8\u7406\u7b97\u529b\u9700\u6c42\u5c06\u5360\u636e\u6574\u4f53\u5e02\u573a\u768470%\uff0c\u8fd9\u5c06\u5f15\u53d1\u4e09\u5927\u57fa\u7840\u8bbe\u65bd\u53d8\u9769\uff1a\u4e00\u662f\u5149\u6a21\u5757\u5347\u7ea7\u81f31.6T\u89c4\u683c\uff1b\u4e8c\u662fCPO\u4ea4\u6362\u673a\u5e26\u5bbd\u7a81\u7834204.8T\uff1b\u4e09\u662f\u5168\u740330%\u7684\u6570\u636e\u4e2d\u5fc3\u5c06\u8f6c\u578b\u4e3a\u751f\u6210\u5f0f\u8ba1\u7b97\u4e13\u7528\u8bbe\u65bd\u3002<\/p>\n

 <\/p>\n

\u8fd9\u79cd\u53d8\u9769\u4e0d\u4ec5\u91cd\u5851\u7b97\u529b\u4ea7\u4e1a\u94fe\u683c\u5c40\uff0c\u66f4\u5c06\u63a8\u52a8”AI\u5373\u670d\u52a1”\u5546\u4e1a\u6a21\u5f0f<\/a><\/span>\u7684\u5feb\u901f\u666e\u53ca\u3002<\/strong><\/p>\n

 <\/p>\n

\u4e8c\u3001\u91cf\u5b50\u8ba1\u7b97\u6218\u7565\u8f6c\u578b\uff1a<\/strong><\/p>\n

\u6df7\u5408\u67b6\u6784\u4e0e\u751f\u6001\u5408\u4f5c<\/strong><\/p>\n

 <\/p>\n

\u5728\u5168\u7403\u91cf\u5b50\u8ba1\u7b97\u4ea7\u4e1a\u5316\u8fdb\u7a0b\u52a0\u901f\u7684\u80cc\u666f\u4e0b\uff0cNVIDIA\u901a\u8fc7”\u91cf\u5b50\u65e5”\u6d3b\u52a8\u6b63\u5f0f\u516c\u5e03\u5176\u6218\u7565\u5e03\u5c40\u3002<\/p>\n

 <\/p>\n

\u516c\u53f8\u8054\u5408D-Wave\u3001IonQ\u7b49\u91cf\u5b50\u8ba1\u7b97\u9886\u519b\u4f01\u4e1a\uff0c\u63a8\u51fa\u65b0\u4e00\u4ee3\u6df7\u5408\u91cf\u5b50\u2014\u2014\u7ecf\u5178\u8ba1\u7b97\u5e73\u53f0CUDA-Q 2.0\u3002<\/p>\n

 <\/p>\n

\u8be5\u5e73\u53f0\u901a\u8fc7\u96c6\u6210QODA\u91cf\u5b50\u7b97\u6cd5\u52a0\u901f\u5e93\uff0c\u5728\u5316\u5b66\u6a21\u62df\u7b49\u5173\u952e\u9886\u57df\u5b9e\u73b0\u5343\u500d\u6548\u7387\u7a81\u7834\uff0c\u6807\u5fd7\u7740\u7ecf\u5178\u8ba1\u7b97\u4e0e\u91cf\u5b50\u8ba1\u7b97\u7684\u534f\u540c\u521b\u65b0\u8fdb\u5165\u65b0\u9636\u6bb5\u3002<\/p>\n

 <\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0cNVIDIA\u540c\u6b65\u53d1\u5e03\u4e86Quantum-X Photonics\u4ea4\u6362\u673a\uff0c\u5176144\u7aef\u53e3800Gb\/s\u7684\u5149\u4e92\u8054\u6027\u80fd\u4e0d\u4ec5\u521b\u4e0b\u884c\u4e1a\u65b0\u6807\u6746\uff0c\u66f4\u517c\u5bb9IBM\u3001Rigetti\u7b49\u4e3b\u6d41\u91cf\u5b50\u8ba1\u7b97\u673a\uff0c\u4e3a\u6784\u5efa\u8de8\u5e73\u53f0\u91cf\u5b50\u8ba1\u7b97\u751f\u6001\u5960\u5b9a\u786c\u4ef6\u57fa\u7840\u3002<\/p>\n

<\/figure>\n

 <\/p>\n

\u5c3d\u7ba1NVIDIA CEO\u9ec4\u4ec1\u52cb\u66fe\u516c\u5f00\u8d28\u7591\u91cf\u5b50\u8ba1\u7b97\u7684\u77ed\u671f\u5b9e\u7528\u6027\uff0c\u4f46\u516c\u53f8\u6218\u7565\u5e03\u5c40\u5374\u663e\u73b0\u51fa\u4e0d\u540c\u8003\u91cf\u3002<\/p>\n

 <\/p>\n

\u5f53\u524dAI\u4e0e\u91cf\u5b50\u6280\u672f\u878d\u5408\u4ea7\u751f\u7684\u836f\u7269\u5206\u5b50\u6a21\u62df\u3001\u7ec4\u5408\u4f18\u5316\u7b49\u9ad8\u4ef7\u503c\u573a\u666f\uff0c\u6b63\u63a8\u52a8\u6280\u672f\u5b9e\u7528\u5316\u8fdb\u7a0b\u52a0\u901f\u3002NVIDIA\u91c7\u53d6”\u786c\u4ef6\u517c\u5bb9+\u8f6f\u4ef6\u4f18\u5316”\u7684\u53cc\u8f68\u7b56\u7565\uff1a\u4e00\u65b9\u9762\u901a\u8fc7\u6807\u51c6\u63a5\u53e3\u6253\u901a\u91cf\u5b50\u8ba1\u7b97\u8bbe\u5907\u8fde\u63a5\uff0c\u53e6\u4e00\u65b9\u9762\u8fd0\u7528\u91cf\u5b50\u7ea0\u9519\u7b97\u6cd5\u63d0\u5347\u8ba1\u7b97\u53ef\u9760\u6027\u3002<\/p>\n

 <\/p>\n

\u8fd9\u79cd\u6218\u7565\u9009\u62e9\u5b9e\u8d28\u662f\u7784\u51c6”\u91cf\u5b50\u4f18\u52bf\u7a97\u53e3\u671f”\u7684\u751f\u6001\u63a7\u5236\u6743\u4e89\u593a\u2014\u2014\u5373\u5728\u7279\u5b9a\u9886\u57df\u91cf\u5b50\u8ba1\u7b97\u5c55\u73b0\u4f18\u52bf\u7684\u4e34\u754c\u9636\u6bb5\uff0c\u5efa\u7acb\u6280\u672f\u6807\u51c6\u4e0e\u4ea7\u4e1a\u534f\u540c\u4f18\u52bf\u3002<\/strong><\/p>\n

 <\/p>\n

\u884c\u4e1a\u89c2\u5bdf\u663e\u793a\uff0c2025-2027\u5e74\u5c06\u6210\u4e3a\u91cf\u5b50\u8ba1\u7b97\u5b9e\u7528\u5316\u5173\u952e\u8f6c\u6298\u671f\u3002<\/p>\n

 <\/p>\n

NVIDIA\u51ed\u501f\u5728\u4f20\u7edf\u8ba1\u7b97\u9886\u57df\u7684\u751f\u6001\u79ef\u7d2f\uff0c\u6709\u671b\u4e3b\u5bfc\u91cf\u5b50\u8f6f\u4ef6\u4e2d\u95f4\u5c42\u6807\u51c6\u5236\u5b9a\uff0c\u8fd9\u5c06\u6df1\u523b\u5f71\u54cd\u5316\u5b66\u5408\u6210\u3001\u80fd\u6e90\u5f00\u53d1\u7b49\u9886\u57df\u7684\u7814\u53d1\u8303\u5f0f\u3002<\/p>\n

 <\/p>\n

\u8fd9\u79cd\u6e10\u8fdb\u5f0f\u521b\u65b0\u8def\u5f84\uff0c\u65e2\u89c4\u907f\u4e86\u901a\u7528\u91cf\u5b50\u8ba1\u7b97\u673a\u7684\u6280\u672f\u98ce\u9669\uff0c\u53c8\u80fd\u5feb\u901f\u5f62\u6210\u53ef\u91cf\u5316\u7684\u884c\u4e1a\u89e3\u51b3\u65b9\u6848\u3002<\/strong><\/p>\n

 <\/p>\n

\u4e09\u3001\u673a\u5668\u4eba\u901a\u7528\u667a\u80fd\u5e73\u53f0\uff1a<\/strong><\/p>\n

\u5f00\u6e90\u6a21\u578b\u4e0e\u7269\u7406\u5f15\u64ce\u7a81\u7834<\/strong><\/p>\n

 <\/p>\n

\u5728\u4eba\u5de5\u667a\u80fd\u4e0e\u673a\u5668\u4eba\u6280\u672f\u6df1\u5ea6\u878d\u5408\u7684\u80cc\u666f\u4e0b\uff0cNVIDIA\u8fd1\u65e5\u53d6\u5f97\u7a81\u7834\u6027\u8fdb\u5c55\uff1a\u5f00\u6e90\u5168\u7403\u9996\u4e2a\u4eba\u5f62\u673a\u5668\u4eba\u57fa\u7840\u6a21\u578bGROOT N1\u3002<\/strong><\/p>\n

 <\/p>\n

\u636e\u6089\uff0cGR00T N1\u57fa\u7840\u6a21\u578b\u91c7\u7528\u53cc\u7cfb\u7edf\u67b6\u6784\uff0c\u7075\u611f\u6765\u81ea\u4eba\u7c7b\u8ba4\u77e5\u539f\u7406\u3002\u5176\u4e2d\uff0c\u201c\u7cfb\u7edf1\u201d\u662f\u4e00\u79cd\u5feb\u901f\u601d\u8003\u7684\u884c\u52a8\u6a21\u578b\uff0c\u53cd\u6620\u4e86\u4eba\u7c7b\u7684\u53cd\u5e94\u6216\u76f4\u89c9\u3002\u201c\u7cfb\u7edf2\u201d\u662f\u4e00\u79cd\u6162\u901f\u601d\u8003\u7684\u6a21\u578b\uff0c\u7528\u4e8e\u6df1\u601d\u719f\u8651\u7684\u51b3\u7b56\u3002<\/p>\n

 <\/p>\n

\u5728\u89c6\u89c9\u8bed\u8a00\u6a21\u578b\u7684\u652f\u6301\u4e0b\uff0c\u201c\u7cfb\u7edf2\u201d\u53ef\u4ee5\u63a8\u7406\u5176\u73af\u5883\u548c\u6536\u5230\u7684\u6307\u4ee4\uff0c\u4ece\u800c\u89c4\u5212\u884c\u52a8\u3002\u63a5\u7740\uff0c\u201c\u7cfb\u7edf1\u201d\u5c06\u8fd9\u4e9b\u8ba1\u5212\u8f6c\u5316\u4e3a\u52a8\u4f5c\u3002\u4ece\u89c6\u9891\u6765\u770b\uff0cGR00T N1\u53ef\u4ee5\u8f7b\u677e\u5b9e\u73b0\u6293\u53d6\u3001\u642c\u8fd0\u3001\u5305\u88c5\u7b49\u4e00\u7cfb\u5217\u4efb\u52a1\u3002<\/p>\n

 <\/p>\n

\u9ec4\u4ec1\u52cb\u8fd8\u53d1\u5e03\u4e86\u7528\u4e8e\u751f\u6210\u5408\u6210\u8bad\u7ec3\u6570\u636e\u7684\u6a21\u62df\u6846\u67b6\u548c\u84dd\u56fe\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u82f1\u4f1f\u8fbe\u6b63\u4e0eDeepMind\u3001\u8fea\u58eb\u5c3c\u7814\u7a76\u4e2d\u5fc3\u5408\u4f5c\u5f00\u53d1\u65b0\u5e73\u53f0Newton\uff0c\u8fd9\u662f\u4e00\u4e2a\u5f00\u6e90\u7269\u7406\u5f15\u64ce\uff0c\u53ef\u8ba9\u673a\u5668\u4eba\u5b66\u4e60\u5982\u4f55\u66f4\u7cbe\u786e\u5730\u5904\u7406\u590d\u6742\u4efb\u52a1\u3002<\/p>\n

 <\/p>\n

\u4e00\u4e2a\u4e8b\u5b9e\u662f\uff0c\u9762\u5bf9\u5168\u7403\u5236\u9020\u4e1a\u81ea\u52a8\u5316\u9700\u6c42\u6fc0\u589e\u4e0e\u52b3\u52a8\u529b\u7ed3\u6784\u6027\u77ed\u7f3a\u7684\u53cc\u91cd\u6311\u6218\uff0cNVIDIA\u901a\u8fc7\u6784\u5efa\u5f00\u653e\u6280\u672f\u751f\u6001\u964d\u4f4e\u5f00\u53d1\u95e8\u69db\u3002GR00T\u57fa\u7840\u6a21\u578b\u6574\u5408\u4e86Robomimic\u6a21\u4eff\u5b66\u4e60\u7b97\u6cd5\u4e0e\u5965\u6bd4\u4e2d\u51493D\u89c6\u89c9\u6280\u672f\uff0c\u91cd\u70b9\u7a81\u7834”\u6a21\u62df\u5230\u73b0\u5b9e”\u7684\u6280\u672f\u8fc1\u79fb\u74f6\u9888\u3002<\/strong><\/p>\n

 <\/p>\n

\u8fd9\u79cd\u7aef\u5230\u7aef\u7684\u89e3\u51b3\u65b9\u6848\u663e\u8457\u63d0\u5347\u4e86\u673a\u5668\u4eba\u5bf9\u975e\u7ed3\u6784\u5316\u73af\u5883\u7684\u9002\u5e94\u80fd\u529b\uff0c\u4e3a\u5927\u89c4\u6a21\u5546\u7528\u5960\u5b9a\u57fa\u7840\u3002<\/strong><\/p>\n

 <\/p>\n

\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u667a\u80fd\u673a\u5668\u4eba\u5e02\u573a\u89c4\u6a21\u6709\u671b\u57282026\u5e74\u7a81\u78342000\u4ebf\u7f8e\u5143\u5927\u5173\u3002\u968f\u7740\u89c4\u6a21\u5316\u751f\u4ea7\u63a8\u8fdb\uff0c\u5355\u53f0\u6210\u672c\u9884\u8ba1\u5c06\u4ece\u76ee\u524d\u768410\u4e07\u7f8e\u5143\u7ea7\u964d\u81f35\u4e07\u7f8e\u5143\u4ee5\u4e0b\uff0c\u8fbe\u5230\u4f01\u4e1a\u6295\u8d44\u56de\u62a5\u7684\u4e34\u754c\u70b9\u3002<\/p>\n

<\/figure>\n

\u6280\u672f\u6f14\u8fdb\u8def\u5f84\u663e\u793a\uff0c\u5f00\u6e90\u751f\u6001\u5efa\u8bbe\u4e0e\u5173\u952e\u90e8\u4ef6\u7a81\u7834\u6b63\u5728\u5f62\u6210\u826f\u6027\u4e92\u52a8\u3002\u8fd9\u79cd<\/strong> “<\/strong> \u8f6f\u786c\u4ef6\u534f\u540c\u521b\u65b0<\/strong> “<\/strong> \u6a21\u5f0f\u4e0d\u4ec5\u52a0\u901f\u6280\u672f\u8fed\u4ee3\uff0c\u66f4\u901a\u8fc7\u964d\u4f4e\u51c6\u5165\u95e8\u69db\u5438\u5f15\u5168\u7403\u5f00\u53d1\u8005\u5171\u540c\u63a8\u52a8\u884c\u4e1a\u8fdb\u6b65\u3002\u672a\u6765\u4e09\u5e74\uff0c\u4eba\u5f62\u673a\u5668\u4eba\u6709\u671b\u4ece\u5b9e\u9a8c\u5ba4\u8d70\u5411\u771f\u5b9e\u5546\u4e1a\u573a\u666f\uff0c\u5f00\u542f\u667a\u80fd\u5236\u9020\u65b0\u7eaa\u5143\u3002<\/strong><\/p>\n

 <\/p>\n

\u56db\u3001\u751f\u6210\u5f0fAI\u5411\u4ee3\u7406\u5f0fAI\u6f14\u8fdb\uff1a<\/strong><\/p>\n

ScalingLaw\u7684\u8303\u5f0f\u8f6c\u79fb<\/strong><\/p>\n

 <\/p>\n

\u5728NVIDIA\u5e74\u5ea6\u6280\u672f\u5cf0\u4f1a\u4e0a\uff0c\u9ec4\u4ec1\u52cb\u63d0\u51fa\u7684AI\u6f14\u8fdb\u4e09\u9636\u6bb5\u8bba\u5f15\u53d1\u884c\u4e1a\u5173\u6ce8\u3002<\/p>\n

 <\/p>\n

\u8be5\u7406\u8bba\u5c06AI\u53d1\u5c55\u8f68\u8ff9\u5212\u5206\u4e3a\u751f\u6210\u5f0fAI\u3001\u4ee3\u7406\u5f0fAI\uff08Agentic AI\uff09\u548c\u7269\u7406AI\u4e09\u4e2a\u9636\u6bb5\uff0c\u5176\u4e2d\u4ee3\u7406\u5f0fAI\u4f5c\u4e3a\u5173\u952e\u8fc7\u6e21\u5f62\u6001\uff0c\u9700\u8981\u7a81\u7834\u4e24\u5927\u6280\u672f\u74f6\u9888\uff1a\u652f\u6301\u590d\u6742\u51b3\u7b56\u7684\u957f\u7a0b\u63a8\u7406\u80fd\u529b\uff08Long-Thinking\uff09\u4e0e\u591a\u4efb\u52a1\u534f\u540c\u5206\u89e3\u673a\u5236\u3002<\/p>\n

 <\/p>\n

\u4e3a\u652f\u6491\u8fd9\u4e00\u6f14\u8fdb\uff0cNVIDIA\u63a8\u51fa\u5f00\u6e90\u63a8\u7406\u6a21\u578bLlama Nemotron Reasoning\u7cfb\u5217\uff0c\u5176\u521b\u65b0\u67b6\u6784\u652f\u6301\u4ece\u8fb9\u7f18\u8ba1\u7b97\u5230\u6570\u636e\u4e2d\u5fc3\u7684\u5f39\u6027\u90e8\u7f72\uff0c\u5b9e\u6d4b\u63a8\u7406\u6548\u7387\u8f83\u4f20\u7edf\u6a21\u578b\u63d0\u534730\u500d\uff0c\u4e3a\u4ee3\u7406\u5f0fAI\u843d\u5730\u63d0\u4f9b\u4e86\u57fa\u7840\u8bbe\u65bd\u4fdd\u969c\u3002<\/p>\n

 <\/p>\n

\u6280\u672f\u6f14\u8fdb\u80cc\u540e\u662f\u8ba1\u7b97\u8303\u5f0f\u7684\u6839\u672c\u8f6c\u53d8\u3002<\/strong><\/p>\n

 <\/p>\n

\u968f\u7740\u9884\u8bad\u7ec3\u9636\u6bb5\u7684\u7b97\u529b\u6269\u5f20\uff08Scaling Law\uff09\u906d\u9047\u8fb9\u9645\u6548\u76ca\u9012\u51cf\uff0c\u884c\u4e1a\u7126\u70b9\u6b63\u8f6c\u5411\u540e\u8bad\u7ec3\u4f18\u5316\u4e0e\u5b9e\u65f6\u63a8\u7406\u67b6\u6784\u521b\u65b0\u3002<\/p>\n

 <\/p>\n

\u5178\u578b\u4f8b\u8bc1\u4f53\u73b0\u5728\u5904\u7406\u9700\u6c42\u6307\u6570\u7ea7\u589e\u957f\uff1a\u5355\u4e2a\u7528\u6237\u67e5\u8be2\u7684Token\u5904\u7406\u91cf\u9884\u8ba1\u4e24\u5e74\u5185\u589e\u52a0100\u500d\uff0c\u8fd9\u8981\u6c42\u63a8\u7406\u7cfb\u7edf\u5fc5\u987b\u5b9e\u73b0\u4ece\u4f20\u7edf\u4e32\u884c\u5904\u7406\u5411\u52a8\u6001\u6279\u5904\u7406\u3001\u8fde\u7eed\u63a8\u7406\u4f18\u5316\u7684\u67b6\u6784\u8f6c\u578b\u3002\u5fae\u8f6f\u7814\u7a76\u9662\u6570\u636e\u663e\u793a\uff0c\u65b0\u578b\u63a8\u7406\u5f15\u64ce\u53ef\u964d\u4f4e\u5355\u4f4dToken\u5904\u7406\u80fd\u801758%\uff0c\u8fd9\u5bf9\u5b9e\u73b0\u5546\u4e1a\u53ef\u884c\u6027\u5177\u6709\u51b3\u5b9a\u6027\u610f\u4e49\u3002<\/p>\n

 <\/p>\n

\u4ea7\u4e1a\u843d\u5730\u5c42\u9762\u5448\u73b0\u660e\u663e\u7684\u65f6\u7a7a\u68af\u5ea6\u7279\u5f81\u3002<\/p>\n

 <\/p>\n

\u636eGartner\u9884\u6d4b\uff0c\u52302027\u5e74\u5168\u740360%\u4ee5\u4e0a\u4f01\u4e1a\u5c06\u90e8\u7f72AI\u4ee3\u7406\u7cfb\u7edf\uff0c\u5176\u4e2d\u5236\u9020\u4e1a\u667a\u80fd\u8c03\u5ea6\u548c\u533b\u7597\u8f85\u52a9\u8bca\u65ad\u5c06\u6210\u4e3a\u9996\u6279\u4ef7\u503c\u9a8c\u8bc1\u9886\u57df\u3002<\/p>\n

 <\/p>\n

\u8fd9\u79cd\u5206\u5316\u6e90\u4e8e\u884c\u4e1a\u7279\u6027\uff0c\u5373\u5236\u9020\u573a\u666f\u7684\u6d41\u7a0b\u53ef\u5206\u89e3\u6027\u4e0e\u533b\u7597\u9886\u57df\u7684\u51b3\u7b56\u6811\u7ed3\u6784\uff0c\u5929\u7136\u9002\u914d\u4ee3\u7406\u5f0fAI\u7684\u591a\u4efb\u52a1\u5904\u7406\u8303\u5f0f\u3002<\/p>\n

 <\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0cDeepSeek\u7b49\u5382\u5546\u63a8\u51fa\u7684\u81ea\u9002\u5e94\u538b\u7f29\u6280\u672f\uff0c\u53ef\u5c06\u5927\u6a21\u578b\u63a8\u7406\u6210\u672c\u538b\u7f29\u81f3\u4f20\u7edf\u65b9\u6848\u76841\/7\uff0c\u8fd9\u5c06\u5b9e\u8d28\u6027\u964d\u4f4e\u4e2d\u5c0f\u4f01\u4e1a\u7684AI\u90e8\u7f72\u95e8\u69db\uff0c\u52a0\u901f”AI\u5373\u670d\u52a1”\u751f\u6001\u7684\u5f62\u6210\u3002<\/p>\n

 <\/p>\n

\u901a\u8fc7\u5efa\u7acb”\u6280\u672f\u6f14\u8fdb-\u67b6\u6784\u521b\u65b0-\u4ea7\u4e1a\u843d\u5730”\u7684\u4e09\u5c42\u5206\u6790\u6846\u67b6\uff0c\u6211\u4eec\u53ef\u4ee5\u6e05\u6670\u770b\u5230\uff0c\u4ece\u751f\u6210\u5f0f\u5230\u4ee3\u7406\u5f0f\u7684\u8303\u5f0f\u8f6c\u79fb\uff0c\u672c\u8d28\u662fAI\u53d1\u5c55\u91cd\u5fc3\u4ece\u6570\u636e\u89c4\u6a21\u9a71\u52a8\u8f6c\u5411\u7cfb\u7edf\u6548\u80fd\u7ade\u4e89\uff0c\u8fd9\u79cd\u8f6c\u53d8\u6b63\u5728\u91cd\u5851\u6574\u4e2a\u4ea7\u4e1a\u94fe\u7684\u4ef7\u503c\u5206\u914d\u683c\u5c40\u3002<\/strong><\/p>\n

 <\/p>\n

\u4e94\u3001\u81ea\u52a8\u9a7e\u9a76\u5168\u6808\u65b9\u6848<\/strong><\/p>\n

L4\u7ea7\u91cf\u4ea7\u4e0e\u5b89\u5168\u5347\u7ea7<\/strong><\/p>\n

 <\/p>\n

GTC \u5927\u4f1a\u4e0a\uff0cNVIDIA \u8fd8\u63a8\u51fa\u4e86NVIDIA Halos\u6c7d\u8f66\u5b89\u5168\u89e3\u51b3\u65b9\u6848\uff0c\u5176\u521b\u65b0\u6027\u5730\u6784\u5efa\u4e86\u4ece\u82af\u7247\u7ea7\u4ee3\u7801\u9a8c\u8bc1\u5230\u6574\u8f66\u7ea7\u529f\u80fd\u6d4b\u8bd5\u7684\u5168\u94fe\u6761\u4fdd\u969c\u4f53\u7cfb\u3002<\/p>\n

<\/figure>\n

 <\/p>\n

\u5728\u5173\u952e\u6280\u672f\u964d\u672c\u65b9\u9762\u53d6\u5f97\u663e\u8457\u8fdb\u5c55\uff0c\u6fc0\u5149\u96f7\u8fbe\u6838\u5fc3\u7ec4\u4ef6\u6210\u672c\u964d\u4f4e\u81f3500\u7f8e\u5143\u7ea7\uff0c\u964d\u5e45\u8fbe60%\uff0c\u914d\u5408\u7aef\u5230\u7aef\u6a21\u578b\u7684\u7b97\u529b\u4f18\u5316\uff0c\u6210\u529f\u7a81\u7834L4\u7cfb\u7edf\u5355\u5957\u6210\u672c3000\u7f8e\u5143\u7684\u5546\u4e1a\u5316\u4e34\u754c\u70b9\u3002Halos\u5b89\u5168\u7cfb\u7edf\u91c7\u7528\u5f62\u5f0f\u5316\u9a8c\u8bc1\uff08Formal Verification\uff09\u548c\u6545\u969c\u6ce8\u5165\u6d4b\u8bd5\u53cc\u91cd\u673a\u5236\uff0c\u5176\u9a8c\u8bc1\u6d41\u7a0b\u8986\u76d6\u8d85\u8fc72000\u4e2a\u529f\u80fd\u5b89\u5168\u573a\u666f\uff0c\u6210\u4e3a\u5168\u7403\u9996\u4e2a\u901a\u8fc7ISO 26262 ASIL-D\u6700\u9ad8\u5b89\u5168\u7b49\u7ea7\u8ba4\u8bc1\u7684\u81ea\u52a8\u9a7e\u9a76\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u79cd”\u6210\u672c-\u5b89\u5168”\u53cc\u7a81\u7834\u4e3a\u89c4\u6a21\u5316\u91cf\u4ea7\u5960\u5b9a\u57fa\u7840\u3002<\/p>\n

 <\/p>\n

\u636e\u7b2c\u4e09\u65b9\u673a\u6784\u9884\u6d4b\uff0c2030\u5e74\u5168\u7403L4\u7ea7\u81ea\u52a8\u9a7e\u9a76\u5e02\u573a\u89c4\u6a21\u5c06\u7a81\u78343000\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2dNVIDIA\u51ed\u501f\u5176”\u786c\u4ef6-\u4eff\u771f-\u6570\u636e”\u95ed\u73af\u751f\u6001\u4f53\u7cfb\uff0c\u6709\u671b\u5360\u636e\u8f83\u5927\u8ba1\u7b97\u5e73\u53f0\u5e02\u573a\u4efd\u989d\u3002<\/p>\n

 <\/p>\n

\u76ee\u524d\uff0c\u901a\u7528\u6c7d\u8f66\u53f8\u5df2\u7ecf\u5ba3\u5e03\u5c06\u4f7f\u7528\u82f1\u4f1f\u8fbe\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u548c\u8f6f\u4ef6\uff0c\u4e3a\u5176\u8f66\u8f86\u5f00\u53d1\u81ea\u52a8\u9a7e\u9a76\u6280\u672f\uff0c\u5e76\u6539\u5584\u5de5\u5382\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002\u4e24\u5bb6\u516c\u53f8\u8ba1\u5212\u5171\u540c\u6784\u5efa\u57fa\u4e8e\u82f1\u4f1f\u8fbe\u5e73\u53f0\u7684AI\u7cfb\u7edf\uff0c\u4ee5\u8bad\u7ec3\u7528\u4e8e\u5de5\u5382\u89c4\u5212\u7684AI\u6a21\u578b\u3002\u901a\u7528\u6c7d\u8f66\u8fd8\u8ba1\u5212\u4f7f\u7528\u82f1\u4f1f\u8fbe\u7684\u81ea\u52a8\u9a7e\u9a76\u6280\u672f\u6765\u5f00\u53d1\u672a\u6765\u7684\u9ad8\u7ea7\u9a7e\u9a76\u8f85\u52a9\u7cfb\u7edf\uff08ADAS\uff09\u3002<\/strong><\/p>\n

 <\/p>\n

\u6b64\u5916\uff0c\u5305\u62ec\u4e30\u7530\u548c\u73b0\u4ee3\u5728\u5185\u7684\u591a\u5bb6\u6c7d\u8f66\u5236\u9020\u5546\u548c\u4f9b\u5e94\u5546\u4eca\u5e74\u4e5f\u4e0e\u82f1\u4f1f\u8fbe\u5408\u4f5c\uff0c\u5f00\u53d1\u81ea\u52a8\u9a7e\u9a76\u80fd\u529b\uff0c\u4ee5\u5e94\u5bf9\u6765\u81ea\u7279\u65af\u62c9\u7684\u7ade\u4e89\u538b\u529b\u3002<\/p>\n

 <\/p>\n

\u901a\u7528\u6c7d\u8f66\u9884\u8ba1\uff0c\u5176Super Cruise\u9a7e\u9a76\u8f85\u52a9\u6280\u672f\u5728\u672a\u6765\u4e94\u5e74\u5185\u5c06\u5e26\u6765\u7ea620\u4ebf\u7f8e\u5143\u7684\u5e74\u6536\u5165\u3002Super Cruise\u514d\u8d39\u63d0\u4f9b\u4e09\u5e74\uff0c\u4e4b\u540e\u5ba2\u6237\u53ef\u4ee5\u9009\u62e9\u6bcf\u6708\u652f\u4ed825\u7f8e\u5143\u6216\u6bcf\u5e74250\u7f8e\u5143\u7684\u8ba2\u9605\u8d39\u7528\u3002<\/p>\n

 <\/p>\n

\u8fd9\u5c06\u8fdb\u4e00\u6b65\u6539\u53d8\u81ea\u52a8\u9a7e\u9a76\u539f\u6709\u683c\u5c40\uff0c\u63a8\u52a8L4\u7ea7\u81ea\u52a8\u9a7e\u9a76\u6280\u672f\u7684\u843d\u5730\u3002<\/p>\n

 <\/p>\n

\u516d\u3001AI\u57fa\u7840\u8bbe\u65bd\u9769\u65b0\uff1a<\/strong><\/p>\n

\u6db2\u51b7\u4e0e\u7eff\u8272\u8ba1\u7b97\u9769\u547d<\/strong><\/p>\n

 <\/p>\n

NVIDIA BlackwellUltra\u67b6\u6784\u6b63\u5728\u5f15\u9886\u6570\u636e\u4e2d\u5fc3\u6563\u70ed\u6280\u672f\u7684\u8303\u5f0f\u8f6c\u53d8\u3002<\/p>\n

\u5176\u521b\u65b0\u6027\u5730\u6784\u5efa\u4e86\u51b7\u677f\u5f0f\u4e0e\u6d78\u6ca1\u5f0f\u6db2\u51b7\u7684\u53cc\u8f68\u53d1\u5c55\u8def\u5f84\u3002\u5f53\u524d\u9636\u6bb5\u4ee5\u51b7\u677f\u5f0f\u6db2\u51b7\u4e3a\u5e02\u573a\u4e3b\u529b\uff0c\u914d\u5957\u7684EcoPowerDGX\u8d85\u7b97\u96c6\u7fa4\u901a\u8fc7\u7cbe\u5bc6\u70ed\u7ba1\u7406\u7cfb\u7edf\uff0c\u5c06PUE\u503c\u4f18\u5316\u81f31.05\u7684\u884c\u4e1a\u65b0\u6807\u6746\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8be5\u67b6\u6784\u540c\u6b65\u5347\u7ea7\u4e86\u7535\u529b\u7cfb\u7edf\uff0c800V\u9ad8\u538b\u76f4\u6d41\u7535\u6e90\u7684\u90e8\u7f72\u4e0d\u4ec5\u9002\u914d\u5146\u74e6\u7ea7\u7b97\u529b\u4e2d\u5fc3\u9700\u6c42\uff0c\u66f4\u4e3a\u6d78\u6ca1\u5f0f\u6db2\u51b7\u7684\u957f\u671f\u53d1\u5c55\u9884\u7559\u6280\u672f\u63a5\u53e3\u3002<\/p>\n

 <\/p>\n

\u5728\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u5e74\u8017\u7535\u91cf\u7a81\u78341000TWh\u7684\u4e25\u5cfb\u80cc\u666f\u4e0b\uff0c\u4f20\u7edf\u98ce\u51b7\u65b9\u6848\u5df2\u96be\u4ee5\u652f\u6491BlackwellUltra\u9ad8\u8fbe1400W\u7684TDP\u9700\u6c42\u3002\u6db2\u51b7\u6280\u672f\u7684\u7a81\u7834\u6027\u4ef7\u503c\u4f53\u73b0\u5728\u53cc\u91cd\u7ef4\u5ea6\uff1a\u5176\u4e00\uff0c\u901a\u8fc7\u4e0e\u4e1c\u9633\u5149\u70ed\u80fd\u8f6c\u6362\u6a21\u5757\u7b49\u5e9f\u70ed\u56de\u6536\u7cfb\u7edf\u7684\u534f\u540c\uff0c\u5c06\u6563\u70ed\u80fd\u8017\u8f6c\u5316\u4e3a\u53ef\u5229\u7528\u8d44\u6e90\uff1b\u5176\u4e8c\uff0c\u8bbe\u5907\u7a7a\u95f4\u5229\u7528\u7387\u63d0\u534740%\u4ee5\u4e0a\uff0c\u6709\u6548\u7f13\u89e3\u6570\u636e\u4e2d\u5fc3\u573a\u5730\u9650\u5236\u3002\u914d\u5957\u7684CarbonTrackerAI\u7cfb\u7edf\u66f4\u5b9e\u73b0\u4e86\u78b3\u8db3\u8ff9\u7684\u5b9e\u65f6\u8ffd\u8e2a\u4e0e\u667a\u80fd\u4f18\u5316\uff0c\u6784\u5efa\u8d77\u6027\u80fd\u4e0eESG\u76ee\u6807\u7684\u52a8\u6001\u5e73\u8861\u673a\u5236\u3002<\/p>\n

<\/figure>\n

 <\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0c\u6db2\u51b7\u6280\u672f\u7684\u89c4\u6a21\u5316\u5e94\u7528\u6216\u5c06\u50ac\u751f\u8de8\u9886\u57df\u534f\u540c\u6548\u5e94\u3002<\/p>\n

 <\/p>\n

\u6d78\u6ca1\u5f0f\u65b9\u6848\u4e0e800V\u9ad8\u538b\u67b6\u6784\u7684\u7ed3\u5408\uff0c\u4f7f\u6570\u636e\u4e2d\u5fc3\u529f\u7387\u5bc6\u5ea6\u63d0\u5347\u8fbe3\u500d\uff1b\u5e9f\u70ed\u56de\u6536\u7cfb\u7edf\u4e0e\u533a\u57df\u4f9b\u70ed\u7f51\u7edc\u7684\u8fde\u63a5\uff0c\u5f00\u521b\u4e86”\u6570\u5b57\u9505\u7089”\u65b0\u5546\u4e1a\u6a21\u5f0f\u3002<\/p>\n

 <\/p>\n

\u8fd9\u79cd\u6280\u672f\u878d\u5408\u4e0d\u4ec5\u91cd\u6784\u4e86\u6570\u636e\u4e2d\u5fc3TCO\u6a21\u578b\uff0c\u66f4\u4e3a”\u4e1c\u6570\u897f\u7b97”\u5de5\u7a0b\u63d0\u4f9b\u4e86\u7eff\u8272\u5316\u843d\u5730\u65b9\u6848\uff0c\u63a8\u52a8\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u5411\u73af\u5883\u6b63\u5916\u90e8\u6027\u65b9\u5411\u8fdb\u5316\u3002<\/strong><\/p>\n

 <\/p>\n

\u4e03\u3001\u5149\u901a\u4fe1\u4e0eCPO\u6280\u672f<\/strong><\/p>\n

\u9ad8\u5e26\u5bbd\u4e92\u8054\u5347\u7ea7<\/strong><\/p>\n

 <\/p>\n

\u5728AI\u7b97\u529b\u96c6\u7fa4\u7206\u53d1\u5f0f\u589e\u957f\u7684\u63a8\u52a8\u4e0b\uff0c\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u6b63\u7ecf\u5386\u4ece400G\u5411800G\/1.6T\u5149\u4e92\u8054\u7684\u8de8\u8d8a\u5f0f\u5347\u7ea7\u3002<\/p>\n

 <\/p>\n

NVIDIA\u00a0\u6700\u65b0\u53d1\u5e03\u7684Quantum3400X800 CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u4ea4\u6362\u673a\uff0c\u901a\u8fc7\u9769\u547d\u6027\u7684\u7845\u5149\u5b50\u96c6\u6210\u6280\u672f\uff0c\u53ef\u5b9e\u73b0115.2Tbps\u7cfb\u7edf\u5e26\u5bbd\u548c1.6T\u5149\u6a21\u5757\u914d\u7f6e\uff0c\u8f83\u4f20\u7edf\u53ef\u63d2\u62d4\u65b9\u6848\u80fd\u8017\u964d\u4f4e\u8fbe30%\u3002\u914d\u5957\u7684Spectr<\/a><\/span>um-X\u7845\u5149\u5b50\u4ee5\u592a\u7f51\u4ea4\u6362\u673a\u66f4\u5c06\u5355\u7aef\u53e3\u901f\u7387\u63d0\u5347\u81f31.6Tb\/s\uff0c\u7f51\u7edc\u5f39\u6027\u8f83\u4f20\u7edf\u67b6\u6784\u589e\u5f3a10\u500d\uff0c\u8fd9\u6807\u5fd7\u7740\u5149\u4e92\u8054\u6280\u672f\u8fdb\u5165\u96c6\u6210\u5316\u65b0\u7eaa\u5143\u3002<\/p>\n

<\/figure>\n

 <\/p>\n

\u5f53\u524d\uff0cAI\u8bad\u7ec3\u96c6\u7fa4\u89c4\u6a21\u5df2\u7a81\u7834\u5341\u4e07\u5361\u7ea7\u522b\uff0c\u4f20\u7edf\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u5728\u529f\u8017\u5bc6\u5ea6\uff08\u8fbe5W\/Gbps\uff09\u548c\u4fe1\u53f7\u5b8c\u6574\u6027\u65b9\u9762\u9762\u4e34\u4e25\u5cfb\u6311\u6218\u3002CPO\u6280\u672f\u901a\u8fc7\u5c06\u5149\u5f15\u64ce\u4e0eASIC\u82af\u7247\u8fdb\u884c3D\u5f02\u8d28\u96c6\u6210\uff0c\u5c06\u7535\u4fe1\u53f7\u4f20\u8f93\u8ddd\u79bb\u4ece\u4f20\u7edf\u65b9\u6848\u76845cm\u7f29\u77ed\u81f31mm\u4ee5\u5185\uff0c\u6709\u6548\u964d\u4f4e\u4f20\u8f93\u635f\u8017\u8fbe60%\u3002\u8fd9\u79cd”\u5149\u7535\u5171\u751f”\u67b6\u6784\u4e0d\u4ec5\u7a81\u7834\u73b0\u6709\u5e26\u5bbd\u5929\u82b1\u677f\uff0c\u66f4\u901a\u8fc7\u51cf\u5c11\u5c01\u88c5\u5c42\u7ea7\u4f7f\u6563\u70ed\u6548\u7387\u63d0\u534740%\uff0c\u4e3a\u4e0b\u4e00\u4ee351.2T\u4ea4\u6362\u673a\u5960\u5b9a\u57fa\u7840\u3002<\/p>\n

 <\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0c\u6280\u672f\u6f14\u8fdb\u6b63\u5728\u91cd\u5851\u4ea7\u4e1a\u683c\u5c40\u3002\u77ed\u671f\u770b\uff0cCPO\u5c01\u88c5\u5de5\u827a\u548c\u7845\u57fa\u8c03\u5236\u5668\u6210\u4e3a\u7ade\u4e89\u7126\u70b9\uff1b\u4e2d\u957f\u671f\u7ef4\u5ea6\uff0cLPO\uff08\u7ebf\u6027\u76f4\u9a71\uff09\u6280\u672f\u4e0eCPO\u7684\u878d\u5408\u521b\u65b0\uff0c\u6216\u5c06\u50ac\u751f\u65b0\u4e00\u4ee3\u5149\u7535\u534f\u540c\u8bbe\u8ba1\u8303\u5f0f\uff0c\u4e3a6G\u65f6\u4ee3\u7684\u5149\u7535\u5171\u5c01\u88c5\u5f00\u8f9f\u66f4\u5e7f\u9614\u7684\u5e94\u7528\u7a7a\u95f4\u3002<\/strong><\/p>\n

 <\/p>\n

\u9ec4\u4ec1\u52cb\u8868\u793a\uff0c\u4e5f\u5c06\u4e0e\u00a0T-Mobile\u3001Mitre\u3001\u601d\u79d1\u3001ODC\u00a0\u548c\u00a0Booz Allen Hamilton\u00a0\u5408\u4f5c\u5f00\u53d1AI\u539f\u751f6G\u65e0\u7ebf\u7f51\u7edc\u7684\u786c\u4ef6\u3001\u8f6f\u4ef6\u548c\u67b6\u6784\u3002<\/p>\n

 <\/p>\n

\u516b\u3001\u4e2d\u56fd\u5e02\u573a\u5408\u4f5c<\/strong><\/p>\n

\u672c\u571f\u5316\u751f\u6001\u4e0e\u6280\u672f\u521b\u65b0<\/strong><\/p>\n

 <\/p>\n

\u5728\u7b97\u529b\u9700\u6c42\u6301\u7eed\u6500\u5347\u7684\u80cc\u666f\u4e0b\uff0c\u5168\u7403\u79d1\u6280\u4f01\u4e1a\u52a0\u901f\u5e03\u5c40\u65b0\u4e00\u4ee3\u4e92\u8054\u6280\u672f\u3002<\/p>\n

 <\/p>\n

NVIDIA\u8fd8\u5728ChinaAI Day\u4e13\u573a\u6d3b\u52a8\u4e2d\uff0c\u8054\u5408\u963f\u91cc\u4e91\u3001\u8682\u8681\u96c6\u56e2\u7b49\u4f01\u4e1a\u5c55\u793a\u4e86\u591a\u9879\u6280\u672f\u7a81\u7834\uff1a\u963f\u91cc\u4e91”\u901a\u4e49”\u5927\u6a21\u578b\u901a\u8fc7\u6df7\u5408\u7cbe\u5ea6\u8bad\u7ec3\u5b9e\u73b0\u7b97\u529b\u6210\u672c\u663e\u8457\u964d\u4f4e\uff1b\u8682\u8681\u96c6\u56e2GLake\u6280\u672f\u6709\u6548\u4f18\u5316\u663e\u5b58\u7ba1\u7406\u6548\u7387\uff1b\u767e\u5ddd\u667a\u80fd\u5219\u91c7\u7528\u6295\u673a\u91c7\u6837\u6280\u672f\u5c06\u63a8\u7406\u901f\u5ea6\u663e\u8457\u63d0\u5347\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5b57\u8282\u8df3\u52a8\u3001\u4eac\u4e1c\u7b49\u4f01\u4e1a\u901a\u8fc7\u591a\u6a21\u6001AI\u5728\u5546\u54c1\u63a8\u8350\u7b97\u6cd5\u4f18\u5316\u3001\u7269\u6d41\u8def\u5f84\u89c4\u5212\u7b49\u573a\u666f\u7684\u5e94\u7528\u6848\u4f8b\uff0c\u5c55\u793a\u4e86\u6280\u672f\u843d\u5730\u7684\u5546\u4e1a\u4ef7\u503c\u3002<\/p>\n

 <\/p>\n

\u9762\u5bf9\u56fd\u9645\u7ecf\u8d38\u73af\u5883\u53d8\u5316\uff0cNVIDIA\u6b63\u91c7\u53d6\u53cc\u8f68\u7b56\u7565\u6df1\u5316\u56fd\u5185\u5e02\u573a\u5e03\u5c40\u3002<\/strong><\/p>\n

 <\/p>\n

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 <\/p>\n

\u636eIDC\u6700\u65b0\u9884\u6d4b\uff0c\u4e2d\u56fd\u8fb9\u7f18AI\u5e02\u573a\u89c4\u6a21\u5c06\u57282025\u5e74\u7a81\u7834200\u4ebf\u5143\uff0c\u8fd9\u4e00\u589e\u957f\u6b63\u91cd\u5851\u4ea7\u4e1a\u7ade\u4e89\u6001\u52bf\u3002<\/p>\n

 <\/p>\n

\u534e\u4e3a\u6607\u817e\u3001\u5bd2\u6b66\u7eaa\u7b49\u672c\u571f\u5382\u5546\u51ed\u501f\u5b9a\u5236\u5316\u82af\u7247\u65b9\u6848\u52a0\u901f\u8fdb\u53e3\u66ff\u4ee3\uff0c\u5728\u667a\u6167\u57ce\u5e02\u3001\u5de5\u4e1a\u8d28\u68c0\u7b49\u9886\u57df\u5f62\u6210\u5dee\u5f02\u5316\u4f18\u52bf\u3002\u4f46NVIDIA\u901a\u8fc7\u6db2\u51b7\u6570\u636e\u4e2d\u5fc3\u89e3\u51b3\u65b9\u6848\u548cCPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u6280\u672f\uff0c\u5728\u57fa\u7840\u8bbe\u65bd\u5c42\u4fdd\u6301\u5173\u952e\u6280\u672f\u8282\u70b9\u7684\u63a7\u5236\u529b\u3002<\/p>\n

 <\/p>\n

\u884c\u4e1a\u5206\u6790\u663e\u793a\uff0c\u5f53\u524d\u4f9b\u5e94\u94fe\u5448\u73b0”\u5e94\u7528\u5c42\u672c\u571f\u5316\uff0c\u57fa\u7840\u5c42\u5168\u7403\u5316”\u7684\u5d4c\u5957\u5f0f\u7ed3\u6784\uff0c\u8fd9\u79cd\u6280\u672f\u4f9d\u5b58\u5173\u7cfb\u6216\u5c06\u6210\u4e3a\u672a\u67653-5\u5e74AI\u4ea7\u4e1a\u53d1\u5c55\u7684\u663e\u8457\u7279\u5f81\u3002<\/strong><\/p>\n

 <\/p>\n

\u5199\u5728\u6700\u540e\uff1a<\/strong><\/p>\n

 <\/p>\n

NVIDIA GTC\u5927\u4f1a\u91ca\u653e\u7684\u4e0d\u4ec5\u662fBlackwell Ultra\u7684\u7b97\u529b\u6838\u7206\uff0c\u66f4\u63ed\u793a\u4e86AI\u4ea7\u4e1a\u5316\u8fdb\u7a0b\u4e2d\u4e09\u5927\u6838\u5fc3\u547d\u9898\uff1a\u4f20\u7edf\u7b97\u529b\u57fa\u5efa\u5982\u4f55\u627f\u63a5\u6307\u6570\u7ea7\u589e\u957f\u7684\u63a8\u7406\u9700\u6c42\uff1f\u8de8\u754c\u6280\u672f\u878d\u5408\u600e\u6837\u50ac\u751f\u65b0\u7684\u5546\u4e1a\u751f\u6001\uff1f\u4f01\u4e1a\u5982\u4f55\u5728\u6280\u672f\u7ea2\u5229\u4e0e\u6210\u672c\u60ac\u5d16\u95f4\u627e\u5230\u5e73\u8861\u70b9\uff1f<\/p>\n

 <\/p>\n

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 <\/p>\n

\u4e00\u662f\u63a8\u7406\u4f18\u5148\uff0c\u4eceBlackwellUltra\u4e0eDynamo\u6846\u67b6\u91cd\u6784\u7b97\u529b\u5206\u914d\uff0c\u5e94\u5bf9AgenticAI\u7684\u590d\u6742\u9700\u6c42\uff1b\u4e8c\u662f\u5f00\u653e\u534f\u540c\uff0c\u901a\u8fc7\u5f00\u6e90\u6a21\u578b\uff08GR00T\u3001Nemotron\uff09\u548c\u8de8\u9886\u57df\u5408\u4f5c\uff08\u91cf\u5b50\u3001\u673a\u5668\u4eba\uff09\u964d\u4f4e\u6280\u672f\u95e8\u69db\uff1b\u4e09\u662f\u53ef\u6301\u7eed\u6027\uff1a\u6db2\u51b7\u4e0e\u7eff\u8272\u8ba1\u7b97\u4ece\u53ef\u9009\u53d8\u4e3a\u5fc5\u9009\uff0c\u5012\u903c\u4f9b\u5e94\u94fe\u6280\u672f\u5347\u7ea7\uff1b\u56db\u662fAGI\u8def\u5f84\uff0cRubin\u67b6\u6784\u4e0e\u7269\u7406AI\u63a8\u52a8\u6280\u672f\u5411\u901a\u7528\u573a\u666f\u6e17\u900f\uff0c\u5f00\u542f\u201c\u8d85\u5927\u89c4\u6a21\u6a21\u62df\u201d\u65b0\u7eaa\u5143\u3002<\/strong><\/p>\n

 <\/p>\n

AI\uff0c\u6b63\u4ece\u5355\u70b9\u6280\u672f\u521b\u65b0\u8f6c\u5411\u5168\u6808\u751f\u6001\u7ade\u5408\uff0c\u6210\u4e3a\u662f\u4eca\u5e74\u751a\u81f3\u662f\u672a\u6765\u51e0\u5e74\u4ea7\u4e1a\u6570\u667a\u5316\u7a81\u7834\u7684\u4e3b\u65cb\u5f8b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6280\u672f\u81f3\u4e0a\uff0c\u4ea7\u4e1a\u843d\u5730\u4e3a\u738b<\/p>\n","protected":false},"author":2541,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4130],"tags":[375,6848],"special":[],"class_list":["post-132539","post","type-post","status-publish","format-standard","hentry","category-coo","tag-ai","tag-6848","entry"],"views":5926,"_links":{"self":[{"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/posts\/132539","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/users\/2541"}],"replies":[{"embeddable":true,"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/comments?post=132539"}],"version-history":[{"count":0,"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/posts\/132539\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/media?parent=132539"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/categories?post=132539"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/tags?post=132539"},{"taxonomy":"special","embeddable":true,"href":"https:\/\/www.growthhk.cn\/wp-json\/wp\/v2\/special?post=132539"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}