+关注
小老虎Leo
暂无个人介绍
IP属地:广东
16
关注
4
粉丝
1
主题
0
勋章
主贴
热门
小老虎Leo
10-28
$DJT 20241115 80.0 CALL$
$DJT 20241115 80.0 CALL$
冲冲冲!
小老虎Leo
06-11
一发完贴就开涨了
小老虎Leo
03-03
所以就要赶紧买他的Solar Panel
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4171631161712692","uuid":"4171631161712692","gmtCreate":1708528031071,"gmtModify":1728808878968,"name":"小老虎Leo","pinyin":"xlhleoxiaolaohuleo","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":16,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":4,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"60.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"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\">$DJT 20241115 80.0 CALL$</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":6420,"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":541,"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":817,"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\">$DJT 20241115 80.0 CALL$</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":6420,"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":541,"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","kind":"news","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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-03 15:51 北京时间 <a href=https://wallstreetcn.com/articles/3709509><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。“芯片荒”之后,人工智能市场还将面临“电力荒”?受益于AI服务器需求激增,全球最大的服务器制造商之一戴尔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。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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709509\">Web 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","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","DELL":"戴尔","BK4543":"AI","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4581":"高盛持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4549":"软银资本持仓","NVDA":"英伟达","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4592":"伊斯兰概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4515":"5G概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC"},"source_url":"https://wallstreetcn.com/articles/3709509","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416792657","content_text":"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。“芯片荒”之后,人工智能市场还将面临“电力荒”?受益于AI服务器需求激增,全球最大的服务器制造商之一戴尔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。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。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。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":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}