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$DJT 20241115 80.0 CALL$
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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
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":6264,"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":480,"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":"hk","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":{"NVDA":"英伟达","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4592":"伊斯兰概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","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","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","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","BK4535":"淡马锡持仓","BK4543":"AI","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4588":"碎股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","DELL":"戴尔","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0109392836.USD":"富兰克林科技股A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4581":"高盛持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc 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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":695,"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":6264,"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":480,"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":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}