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？_老虎社区_美港股上老虎

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？

硬AI03-03

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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

jackiewung
·03-03
长江电力宁德时代中国核电神华石油发来贺电前提是得有ai
回复
点赞
举报
小老虎Leo
·03-03
所以就要赶紧买他的Solar Panel
回复
点赞
举报
小韭菜头
·03-03
所有新产业都在抢夺能源，我们是否走偏了
回复
1
举报
收起
- 专注着爱自由:
  新能源目前就我们发展得最好
  03-03
  回复
  举报
- Jinqiang_Q:
  偏？天朝新能源遥遥领先好吧[捂脸]
  03-03
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2416792657?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/18fca5c26f886bf806bc1f3e72168422","is_english":false,"pubTime":"2024-03-03 15:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2416792657","market":"us","top_or_hot":-1,"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？","media":"硬AI","content":"<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\">网页链接</a>\n\n</div>\n","source":"lsy1690508328926","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&nbsp;&nbsp;&nbsp;<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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4567","symbol_name":"ESG概念","start_time":0,"source_url":"https://wallstreetcn.com/articles/3709509","article_id":"2416792657","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/18fca5c26f886bf806bc1f3e72168422"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2416792657","pubTimestamp":1709452274,"sourceInfo":{"source_id":"lsy1690508328926","name":"硬AI"},"weMediaInfo":null,"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?","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4567":"ESG概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","DELL":"戴尔","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4535":"淡马锡持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4543":"AI","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4503":"景林资产持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4551":"寇图资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0109392836.USD":"富兰克林科技股A","BK4581":"高盛持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","NVDA":"英伟达","BK4549":"软银资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","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","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4592":"伊斯兰概念","BK4515":"5G概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC"},"translate_title":"Dell spoiler Nvidia B200 will be released next year, with energy consumption as high as 1000W. The ultimate advantage of AI is: energy?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6703342745857b5b605543da2cf3794b","symbols_score_info":{"NVDA":1,"DELL":1},"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。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":280315626844368,"gmtCreate":1709457849859,"gmtModify":1709457851721,"author":{"id":"3581426303887043","authorId":"3581426303887043","name":"jackiewung","avatar":"https://static.tigerbbs.com/99614d2d7bf9c7fea7890fbf7d03a1c5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581426303887043","authorIdStr":"3581426303887043"},"htmlText":"长江电力 宁德时代 中国核电 神华 石油发来贺电 前提是得有ai","listText":"长江电力 宁德时代 中国核电 神华 石油发来贺电 前提是得有ai","text":"长江电力 宁德时代 中国核电 神华 石油发来贺电 前提是得有ai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280315626844368","repostId":2416792657,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"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","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4171631161712692","authorIdStr":"4171631161712692"},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":280302496485496,"gmtCreate":1709454643867,"gmtModify":1709454645718,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"htmlText":"所有新产业都在抢夺能源，我们是否走偏了","listText":"所有新产业都在抢夺能源，我们是否走偏了","text":"所有新产业都在抢夺能源，我们是否走偏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/280302496485496","repostId":2416792657,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":280362429751376,"gmtCreate":1709469272612,"gmtModify":1709469276559,"authorId":3490871611350835,"author":{"id":3490871611350835,"idStr":"3490871611350835","authorId":3490871611350835,"name":"专注着爱自由","avatar":"https://static.tigerbbs.com/685a1405b524146bac280af8b55bab8f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":280302496485496,"type":1,"supId":0,"prevId":0,"content":"新能源目前就我们发展得最好","text":"新能源目前就我们发展得最好","html":"新能源目前就我们发展得最好"},{"id":280302675722288,"gmtCreate":1709454743111,"gmtModify":1709456736698,"authorId":3484797445429308,"author":{"id":3484797445429308,"idStr":"3484797445429308","authorId":3484797445429308,"name":"Jinqiang_Q","avatar":"https://static.tigerbbs.com/cf4a5fe6038450d25d652fcbab1ddc58","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":280302496485496,"type":1,"supId":0,"prevId":0,"content":"偏？天朝新能源遥遥领先好吧[捂脸]","text":"偏？天朝新能源遥遥领先好吧[捂脸]","html":"偏？天朝新能源遥遥领先好吧[捂脸]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":11,"commentSize":3,"repostSize":4,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false}}