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$DJT 20241115 80.0 CALL$
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冲冲冲！
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一发完贴就开涨了
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03-03
所以就要赶紧买他的Solar Panel
戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？
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href=\"https://laohu8.com/OPT/DJT 20241115 80.0 CALL\">$DJT 20241115 80.0 CALL$</a> <a href=\"https://laohu8.com/OPT/DJT 20241115 80.0 CALL\">$DJT 20241115 80.0 CALL$</a> 冲冲冲！","listText":"<a href=\"https://laohu8.com/OPT/DJT 20241115 80.0 CALL\">$DJT 20241115 80.0 CALL$</a> <a href=\"https://laohu8.com/OPT/DJT 20241115 80.0 CALL\">$DJT 20241115 80.0 CALL$</a> 冲冲冲！","text":"$DJT 20241115 80.0 CALL$ $DJT 20241115 80.0 CALL$ 冲冲冲！","images":[{"img":"https://static.tigerbbs.com/46a99da1ac758dd6cc87a40386453db8","width":"324","height":"543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365035240120616","isVote":1,"tweetType":1,"viewCount":6363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":315738663665912,"gmtCreate":1718115469168,"gmtModify":1718118927149,"author":{"id":"4171631161712692","authorId":"4171631161712692","name":"小老虎Leo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171631161712692","authorIdStr":"4171631161712692"},"themes":[],"htmlText":"一发完贴就开涨了","listText":"一发完贴就开涨了","text":"一发完贴就开涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315738663665912","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280336234643608,"gmtCreate":1709456297571,"gmtModify":1709456723853,"author":{"id":"4171631161712692","authorId":"4171631161712692","name":"小老虎Leo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171631161712692","authorIdStr":"4171631161712692"},"themes":[],"htmlText":"所以就要赶紧买他的Solar Panel","listText":"所以就要赶紧买他的Solar Panel","text":"所以就要赶紧买他的Solar Panel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280336234643608","repostId":"2416792657","repostType":2,"repost":{"id":"2416792657","pubTimestamp":1709452274,"share":"https://www.laohu8.com/m/news/2416792657?lang=&edition=full","pubTime":"2024-03-03 15:51","market":"us","language":"zh","title":"戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？","url":"https://stock-news.laohu8.com/highlight/detail?id=2416792657","media":"硬AI","summary":"财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：$英伟达$将于2025年推出载有“Blackwell”架构的B200产品，功耗或将达到1000W。这就相当于，B200的功耗将较H100增加40%以上。Clarke表示：“将在明年的B200上实现。”B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。AI终极利好的是——能源?","content":"<html><head></head><body><blockquote><p><strong>马斯克：美国现在芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。</strong></p></blockquote><p>“芯片荒”之后，人工智能市场还将面临“电力荒”？</p><p>受益于AI服务器需求激增，全球最大的服务器制造商之一<a href=\"https://laohu8.com/S/DELL\">戴尔</a>最新财季实现了超预期的营收，股价在过去12个月的时间里上涨了一倍多。</p><p>财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：<strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于2025年推出载有“Blackwell”架构的B200产品，功耗或将达到1000W。</strong></p><p>Clarke还表示，戴尔的旗舰产品PowerEdge XE9680机架服务器采用了英伟达GPU，是该公司历史上“速度最快”的解决方案。</p><h2 id=\"id_3897657806\">B200功耗较H100增加40%以上</h2><p>目前，英伟达尚未透露Blackwell架构的详细信息，如果从芯片制造的角度、参考散热的基本经验法则（每mm²芯片面积最高散热量为1W）来看：</p><p>英伟达的H100（基于定制4nm级工艺技术构建）的功耗约为700W（包含HBM内存功率在内），并且考虑到芯片裸片的面积大小为814mm²，因此每平方毫米的功耗实际是低于1W的。这就相当于，<strong>B200的功耗将较H100增加40%以上。</strong></p><p>有媒体机构分析指出，H200很可能会基于另一种性能增强的工艺技术构建，比如采用3nm级的工艺技术构建。</p><p>并且考虑到芯片消耗的功率以及所需的散热量，<strong>B100可能会成为该公司的第一个双芯片设计生产的GPU</strong>，从而使其具有更大的表面积来散热。据悉，AMD和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>采用了具有多芯片设计的GPU架构，或将成为一种行业趋势。</p><p>除了能耗对芯片设计提出要求外，谈及AI和高性能计算（HPC）应用，还需要考虑到<strong>如何平衡这些FLOPS所需的高功率和同时释放的热能。</strong></p><p>FLOPS（floating-point operations per second）是指每秒浮点运算次数，一般用来衡量硬件的性能。</p><p>对于软件开发人员来说，重要的是如何高效地使用这些FLOPS；而对于硬件开发人员来说，重要的是如何冷却产生这些FLOPS的处理器。</p><p><strong>而这正是戴尔Blackwell处理器的优势所在。</strong></p><p>Clarke表示：</p><blockquote><p>“（英伟达下一代AI及HPC GPU）将在明年的B200上实现。”</p><p>“我们将有机会展示我们的工程技术和我们的行动速度，以及我们作为行业领导者所做的工作，<strong>将我们的专业技术用于实现液冷的规模化性能，无论是流体化学和性能方面的工作，还是我们的互连工作、我们正在做的遥测工作、我们正在做的电源管理工作。</strong>这确实让我们做好了准备，将其大规模推向市场，以利用市场上将存在的这种令人难以置信的计算能力或强度或能力。”</p></blockquote><p>B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。</p><h2 id=\"id_2264833316\">AI终极利好的是——能源?</h2><p>随着人工智能技术发展，市场眼下对芯片的需求激增，但这之后还将面临着电力需求的激增。</p><p>从行业来看，人工智能领域的蓬勃几乎重塑了本就炙手可热的数据中心市场。有相关数据显示，十年前全球数据中心市场的耗电量为100亿瓦，而如今1000亿瓦的水平已十分常见。</p><p>尽管目前人工智能仅占全球数据中心规模的一小部分。但根据美国Uptime Institute的预测，<strong>到2025年，人工智能业务在全球数据中心用电量中的占比将从2%猛增到10%。</strong></p><p>有策略师分析表示，AI技术发展利好能源股：</p><blockquote><p>“越来越多的人开始意识到，大型人工智能服务器群将需要大量能源，这正在提高一些投资者的兴趣，开始将投资范围扩大至电力、油气在内的相关能源领域，核能也开始受到关注。”</p></blockquote><p>马斯克此前也表现对出能源前景的担忧。去年年底他在一档播客节目中表示，<strong>美国现在有芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。</strong></p><p>有媒体报道称，美国目前的变压器需求主要靠进口补足。随着向更清洁电力系统转型，电网不断扩容，对变压器的需求将激增，如果不采取进一步行动，到2030年美国将面临一道难以逾越的国内供应缺口。</p></body></html>","source":"lsy1690508328926","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18fca5c26f886bf806bc1f3e72168422","relate_stocks":{"BK4535":"淡马锡持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4543":"AI","BK4503":"景林资产持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4141":"半导体产品","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0109392836.USD":"富兰克林科技股A","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","BK4581":"高盛持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4551":"寇图资本持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) 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XE9680机架服务器采用了英伟达GPU，是该公司历史上“速度最快”的解决方案。B200功耗较H100增加40%以上目前，英伟达尚未透露Blackwell架构的详细信息，如果从芯片制造的角度、参考散热的基本经验法则（每mm²芯片面积最高散热量为1W）来看：英伟达的H100（基于定制4nm级工艺技术构建）的功耗约为700W（包含HBM内存功率在内），并且考虑到芯片裸片的面积大小为814mm²，因此每平方毫米的功耗实际是低于1W的。这就相当于，B200的功耗将较H100增加40%以上。有媒体机构分析指出，H200很可能会基于另一种性能增强的工艺技术构建，比如采用3nm级的工艺技术构建。并且考虑到芯片消耗的功率以及所需的散热量，B100可能会成为该公司的第一个双芯片设计生产的GPU，从而使其具有更大的表面积来散热。据悉，AMD和英特尔采用了具有多芯片设计的GPU架构，或将成为一种行业趋势。除了能耗对芯片设计提出要求外，谈及AI和高性能计算（HPC）应用，还需要考虑到如何平衡这些FLOPS所需的高功率和同时释放的热能。FLOPS（floating-point operations per second）是指每秒浮点运算次数，一般用来衡量硬件的性能。对于软件开发人员来说，重要的是如何高效地使用这些FLOPS；而对于硬件开发人员来说，重要的是如何冷却产生这些FLOPS的处理器。而这正是戴尔Blackwell处理器的优势所在。Clarke表示：“（英伟达下一代AI及HPC GPU）将在明年的B200上实现。”“我们将有机会展示我们的工程技术和我们的行动速度，以及我们作为行业领导者所做的工作，将我们的专业技术用于实现液冷的规模化性能，无论是流体化学和性能方面的工作，还是我们的互连工作、我们正在做的遥测工作、我们正在做的电源管理工作。这确实让我们做好了准备，将其大规模推向市场，以利用市场上将存在的这种令人难以置信的计算能力或强度或能力。”B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。AI终极利好的是——能源?随着人工智能技术发展，市场眼下对芯片的需求激增，但这之后还将面临着电力需求的激增。从行业来看，人工智能领域的蓬勃几乎重塑了本就炙手可热的数据中心市场。有相关数据显示，十年前全球数据中心市场的耗电量为100亿瓦，而如今1000亿瓦的水平已十分常见。尽管目前人工智能仅占全球数据中心规模的一小部分。但根据美国Uptime Institute的预测，到2025年，人工智能业务在全球数据中心用电量中的占比将从2%猛增到10%。有策略师分析表示，AI技术发展利好能源股：“越来越多的人开始意识到，大型人工智能服务器群将需要大量能源，这正在提高一些投资者的兴趣，开始将投资范围扩大至电力、油气在内的相关能源领域，核能也开始受到关注。”马斯克此前也表现对出能源前景的担忧。去年年底他在一档播客节目中表示，美国现在有芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。有媒体报道称，美国目前的变压器需求主要靠进口补足。随着向更清洁电力系统转型，电网不断扩容，对变压器的需求将激增，如果不采取进一步行动，到2030年美国将面临一道难以逾越的国内供应缺口。","news_type":1},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":365035240120616,"gmtCreate":1730130106371,"gmtModify":1730130766221,"author":{"id":"4171631161712692","authorId":"4171631161712692","name":"小老虎Leo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171631161712692","authorIdStr":"4171631161712692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/DJT 20241115 80.0 CALL\">$DJT 20241115 80.0 CALL$</a> <a href=\"https://laohu8.com/OPT/DJT 20241115 80.0 CALL\">$DJT 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冲冲冲！","images":[{"img":"https://static.tigerbbs.com/46a99da1ac758dd6cc87a40386453db8","width":"324","height":"543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365035240120616","isVote":1,"tweetType":1,"viewCount":6363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":315738663665912,"gmtCreate":1718115469168,"gmtModify":1718118927149,"author":{"id":"4171631161712692","authorId":"4171631161712692","name":"小老虎Leo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171631161712692","authorIdStr":"4171631161712692"},"themes":[],"htmlText":"一发完贴就开涨了","listText":"一发完贴就开涨了","text":"一发完贴就开涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315738663665912","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280336234643608,"gmtCreate":1709456297571,"gmtModify":1709456723853,"author":{"id":"4171631161712692","authorId":"4171631161712692","name":"小老虎Leo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171631161712692","authorIdStr":"4171631161712692"},"themes":[],"htmlText":"所以就要赶紧买他的Solar Panel","listText":"所以就要赶紧买他的Solar Panel","text":"所以就要赶紧买他的Solar Panel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280336234643608","repostId":"2416792657","repostType":2,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
