英伟达最受欢迎的产品，暂停开发！

半导体行业观察10-02 11:06

如果您希望可以时常见面，欢迎标星收藏哦~来源：内容编译自tomshardware，谢谢。据知名分析师郭明𫓹在Medium上的报道，英伟达已暂停开发基于GB200的双机架72路NVL36×2，以集中资源开发单机架的NVL72和NVL36。这位分析师以其内部消息来源的准确性而闻名。单机架的NVL36和NVL72机器将按计划上市，英伟达此举的原因据称是由于资源有限以及客户的偏好。然而，早前的报道显示，...

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GPU版本（NVL72和NVL36×2）的情况下。因此，英伟达现在只专注于NVL72和NVL36。英伟达的GB200 NVL72机架包含18个计算托盘和9个NVSwitch托盘（18个NVSwitch ASIC），每个托盘有两块Bianca板，每块板上有一个Grace CPU和两个Blackwell GPU。这是英伟达最强大的产品，但也是功耗最高的解决方案，耗电约120kW。根据SemiAnalysis的预计，由于极端的功率和密度需求（典型机架功率为12kW，而基于H100的机架消耗约40kW），大多数数据中心无法支持这一配置的广泛使用。然而，有一个主要客户计划大规模部署该产品，郭明𫓹指出，微软明显倾向于选择NVL72而非NVL36×2。GB200 NVL36×2原计划由两个互联的机架组成，最初被认为是更常见的配置。每个机架有18个Grace CPU和36个Blackwell GPU，能够保持72个GPU之间的完全互联。然而，它需要36个NVSwitch ASIC，因此功耗比NVL72更高，性能略低。一个GB200 NVL36×2机架预计每个机架消耗66kW（总计132kW），尽管功耗稍高，但其较大的尺寸更适合现有的数据中心。GB200 NVL72在空间利用率上远胜于GB200 NVL36×2。然而，大多数英伟达客户无法支持NVL72的功率和冷却密度需求。此外，复杂性可能导致GB200 NVL72的发货时间推迟至2025年下半年。郭明𫓹称，尽管早前的报道显示，部分NVL72机器将在今年12月交付，预计是交付给微软。“我最新的供应链调查显示，NVL72的大规模生产可能会推迟到2025年下半年（相比英伟达乐观预测的2025年上半年），”郭明𫓹写道。今年早些时候，英伟达在其B100和B200 GPU的封装中遇到了导致产量下降的问题，这促使公司生产低产量的Blackwell硬件以满足需求，并且改进了这些处理器的设计。改进后的GPU预计将在10月下旬开始大规模生产，因此将在明年1月底投入使用。在此背景下，专注于面向最苛刻客户的GB200 NVL72设计，对于追求最大性能的英伟达来说是完全合理的。还需要注意的是，基于x86的搭载Blackwell处理器的服务器要到2025年才会推出。此阶段，这些机器的外形规格尚未确定，初步报告显示可能会采用NVL72和NVL36×2的配置。不过，现在看来，英伟达的重点已转向首先推出NVL72和NVL36机架，随后将由第三方定制解决方案推出。参考链接https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-reportedly-cancels-development-of-dual-rack-72-gpu-gb200-analyst-says-the-company-intends-to-focus-on-single-rack-offerings\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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