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\nSemiAnalysis\u5728X\u4e0a\u767c\u6587\u7a31\u8f1d\u9054\u4e0b\u4e00\u4ee3AI\u6a5f\u6ac3Kyber\u9762\u81e8\u300c\u56b4\u91cd\u5ef6\u8aa4\u300d\uff0c\u56e0\u5176\u8a2d\u8a08\u5e36\u4f86\u5728\u88fd\u9020\u65b9\u9762\u7684\u6311\u6230\u3002<\/p>\n\n\n

\n\u5728\u63a5\u53d7Yahoo Finance\u8a2a\u554f\u6642\uff0c\u8f1d\u9054\u767c\u8a00\u4eba\u5426\u8a8dSemiAnalysis\u7684\u8aaa\u6cd5\uff0c\u4e26\u5f37\u8abf\u300c\u8def\u7dda\u5716\u6c92\u6709\u6539\u8b8a\u300d\u3002<\/p>\n\n\n

\n\u5468\u4e00\u8f1d\u9054\u5c0f\u6f320.37%\uff0c\u6536\u5728195.55\u7f8e\u5143\u3002<\/p>\n\n\n

\nSemiAnalysis\u51fa\u5177\u5831\u544a\u6307\u51fa\uff0c\u7528\u65bc\u642d\u8f092027\u5e74Rubin Ultra\u6676\u7247\u7684\u300cKyber\u300d\u6a5f\u67b6\u7d1a\u67b6\u69cb\u5df2\u7d93\u5c07\u4e0a\u5e02\u6642\u7a0b\u5ef6\u5f8c\u8d85\u904e12\u500b\u6708\uff0c\u8981\u52302028\u5e74\u624d\u6703\u554f\u5e02\u3002<\/p>\n\n\n

\n\u300cKyber\u300d\u6a5f\u67b6\u7cfb\u7d71\u7684\u8a2d\u8a08\u5728\u65bc\u904b\u7b97\u6258\u76e4\uff08Compute Tray\uff09\u4e0a\u7684GPU\u4ee5\u5782\u76f4\u65b9\u5f0f\u653e\u7f6e\uff0c\u800c\u975e\u4ee5\u6c34\u5e73\u65b9\u5f0f\u6392\u5217\uff0c\u4ee5\u85c9\u6b64\u63d0\u9ad8\u5bc6\u5ea6\u4e26\u6e1b\u5c11\u5ef6\u9072\u3002\u300cKyber\u300d\u6a5f\u6ac3\u7684\u8a2d\u8a08\u5c07\u53ef\u5bb9\u7d0d\u7684GPU\u6578\u91cf\u5f9e72\u9846\u64f4\u5927\u5230144\u9846\uff0c\u539f\u672c\u9810\u8a08\u5c07\u57282027\u5e74\u8207\u8f1d\u9054\u4e0b\u4e00\u4ee3\u5e73\u53f0\u300cVera Rubin Ultra\u300d\u4e00\u8d77\u4eae\u76f8\u3002<\/p>\n\n\n

\nSemiAnalysis\u8868\u793a\uff0c\u300cKyber\u300d\u7cfb\u7d71\u767c\u5e03\u5ef6\u5b95\uff0c\u4e3b\u8981\u56e0\u70ba\u5176\u95dc\u9375\u7684\u96fb\u8def\u677f\uff08circuit board\uff09\u5728\u88fd\u9020\u65b9\u9762\u906d\u9047\u56f0\u96e3\uff0c\u300c\u7531\u65bcPCB\u4e2d\u4ecb\u677f\uff08PCB midplane\uff09\u5728\u53ef\u88fd\u9020\u6027\u65b9\u9762\u4ecd\u7136\u9762\u81e8\u6311\u6230\uff0cKyber NVL144\u6a5f\u67b6\u67b6\u69cb\u5df2\u7d93\u63a8\u9072\u52302028\u5e74\u63a8\u51fa\u300d\u3002<\/p>\n\n\n

\n\u53d7\u6b64\u6253\u64ca\uff0c\u5468\u4e00\u5728\u53f0\u5317\u80a1\u5e02\uff0c\u8f09\u677f\u8207PCB\u65cf\u7fa4\u5357\u96fb(8046)\u3001\u666f\u78a9(3189)\u3001\u3001\u6b23\u8208(3037)\u3001\u53f0\u5149\u96fb(2383)\u5168\u9762\u91cd\u632b\u3002<\/p>\n\n\n

\nSemiAnalysis\u4e26\u8868\u793a\uff0c\u900f\u904e\u5149\u7e96\u9023\u63a5\u6280\u8853\u4e32\u9023\u516b\u500b\u6a5f\u67b6\u7684\u5927\u578b\u7cfb\u7d71\u300cNVL576\u300d\uff0c\u4e5f\u53ef\u80fd\u88ab\u63a8\u9072\u767c\u5e03\u6642\u9593\uff0c\u6216\u53ea\u9650\u65bc\u5c0f\u91cf\u751f\u7522\u3002<\/p>\n\n\n

\nSemiAnalysis\u8868\u793a\uff0c\u9019\u8868\u793a\u76ee\u524d\u8f1d\u9054\u6c92\u6709\u6210\u719f\u7684\u89e3\u6c7a\u65b9\u6848\u4f86\u64f4\u5927 Rubin Ultra\u7684\u898f\u6a21\uff0c\u9019\u53ef\u80fd\u7d66\u7af6\u722d\u5c0d\u624b\u8d85\u5fae\u548cGoogle\u5e36\u4f86\u5927\u597d\u6a5f\u6703\u3002<\/p>\n\n\n

\n\u8f1d\u9054\u6bcf\u5e74\u90fd\u6703\u767c\u5e03\u65b0\u7248\u8655\u7406\u5668\uff0cVera Rubin\u5e73\u53f0\u5c07\u65bc\u4eca\u5e74\u4e0b\u534a\u5e74\u63a8\u51fa\u3002<\/p>\n\n\n

\n\u6b64\u6b21\u65b0\u54c1\u7684\u5ef6\u9072\u767c\u5e03\u6d88\u606f\uff0c\u52a0\u5287\u5c0d\u8f1d\u9054\u5404\u7522\u54c1\u7dda\u58d3\u529b\u65e5\u76ca\u5347\u9ad8\u7684\u64d4\u6182\uff0c\u4ee4\u4eba\u64d4\u5fc3\u8f1d\u9054\u6bcf\u5e74\u96d6\u90fd\u4ee5\u9a5a\u4eba\u901f\u5ea6\u767c\u5e03\u65b0\u7522\u54c1\uff0c\u4f46\u5728\u88fd\u9020\u65b9\u9762\u4f3c\u4e4e\u9762\u81e8\u6975\u9650\u800c\u96e3\u4ee5\u914d\u5408\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/07\/07 10:00<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260707001619-260410<\/p>\n\n<\/div>\n\n\n

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\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div>

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