9月12日，AI产业链走势分化，消费电子、服务器、存储器等概念领涨，前期强势的光模块龙头回调。 截至13点56分，聚焦苹果+AI算力产业链的5G通信ETF（515050）小幅回调0.49%，持仓股景旺电子、 兆易创新强势涨停，华工科技、普天科技、工业富联涨超5%。 拉长时间看，受益于果链+AI算力双轮驱动，截至9月11日，5G通信ETF（515050）近60日涨超85%，最 新规模超90亿元。5G通信ETF（515050）跟踪中证5G通信主题指数，深度聚焦英伟达、苹果、华为产 业链。苹果概念股权重占比超30%，光通信概念股权重占比为42%，PCB电路板概念股权重占比为 14%。相关ETF全称：华夏中证5G通信主题ETF（515050），场外联接（A类：008086；C类： 008087）。 消息面上，苹果开启新一轮产品创新周期。民生证券表示，今年最大的变化是新机型iPhone 17 Air，其 替代了推出多年的Plus机型，主打轻薄设计，并或将在大部分市场取消SIM卡槽设计，该机型可能会引 领智能手机市场再度回归轻薄设计的路线，并推动中国三大运营商对于现有eSIM业务的改革，全面加 速无卡化进程。而从未来三年 ...

Core Viewpoint - Nvidia has launched the Rubin CPX, a CUDA GPU designed for processing large-scale context AI, capable of handling millions of tokens efficiently and quickly [5][4]. Group 1: Product Overview - Rubin CPX is the first CUDA GPU specifically built for processing millions of tokens, featuring 30 petaflops (NVFP4) computing power and 128 GB GDDR7 memory [5][6]. - The GPU can complete million-token level inference in just 1 second, significantly enhancing performance for AI applications [5][4]. - The architecture allows for a division of labor between GPUs, optimizing cost and performance by using GDDR7 instead of HBM [9][12]. Group 2: Performance and Cost Efficiency - The Rubin CPX offers a cost-effective solution, with a single chip costing only 1/4 of the R200 while delivering 80% of its computing power [12][13]. - The total cost of ownership (TCO) in scenarios with long prompts and large batches can drop from $0.6 to $0.06 per hour, representing a tenfold reduction [13]. - Companies investing in Rubin CPX can expect a 50x return on investment, significantly higher than the 10x return from previous models [14]. Group 3: Competitive Landscape - Nvidia's strategy of splitting a general-purpose chip into specialized chips positions it favorably against competitors like AMD, Google, and AWS [15][20]. - The architecture of the Rubin CPX allows for a significant increase in performance, with the potential to outperform existing flagship systems by up to 6.5 times [14][20]. Group 4: Industry Implications - The introduction of Rubin CPX is expected to benefit the PCB industry, as new designs and materials will be required to support the GPU's architecture [24][29]. - The demand for optical modules is anticipated to rise significantly due to the increased bandwidth requirements of the new architecture [30][38]. - The overall power consumption of systems using Rubin CPX is projected to increase, leading to advancements in power supply and cooling solutions [39][40].

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. Cramer discussed the stock’s recent price movement and an analyst rating around it. He remarked: “… which brings me, of course, to NVIDIA. Here’s a stock that’s going straight down for four straight weeks, despite a very good quarter in the middle of that skit. Today, Citi lowered its price target from 210 to 200, broke ranks, much less bullish than everybody else. It got picked up, this price target cut got picked up by everyo ...

Group 1 - OpenAI and NVIDIA's CEOs plan to announce a multi-billion dollar investment in UK data centers during a visit with President Trump [1] - The collaboration involves Nscale Global Holdings Ltd., a London-based data center company, with OpenAI expected to invest several billion dollars [1] - The total investment from US companies in the UK is anticipated to reach hundreds of billions during Trump's visit [1] Group 2 - OpenAI is expanding its operations in Europe amidst stricter regulations and skepticism towards Silicon Valley tech [2] - The "OpenAI for Countries" initiative aims to extend the Stargate data center project overseas, with a new data center in Norway supported by Nscale and Aker ASA [2] - Nscale has committed to investing $2.5 billion in the UK data center industry over three years, including a site in Essex [2] Group 3 - OpenAI's investment in Europe is relatively small compared to other regions, with a commitment of 5 GW capacity in the UAE and a target of 4.5 GW for the Stargate project in the US [2] - OpenAI and its partners, including SoftBank and Oracle, have pledged up to $500 billion for the Stargate project [2]

格隆汇9月12日｜今日芯片板块全线上扬，芯原股份"20CM"涨停创新高，云天励飞、寒武纪分别涨 3.65%、1.75%，带动科创人工智能ETF(588730)上涨2.23%，冲击三连阳，今年累计涨幅高达51%。 ③2025年第二季度，百度、阿里巴巴和腾讯共计投入616亿元用于资本支出，同比增长168%，主要用于 AI基础设施和本土芯片采购。中国计划在2026年前将AI芯片产量提升至目前的三倍，以降低对海外 GPU的依赖。 科创人工智能ETF跟踪科创板人工智能指数，覆盖人工智能产业上中下游领域，半导体权重达54.1%， 前三大权重股包含寒武纪（16.62%）、澜起科技（10%）和芯原股份（8.65%）。 得益于精准覆盖"AI芯片+AI应用"，资金大幅涌入科创人工智能ETF，今年份额大增10.14亿份，同比飙 涨738%，最新规模增长至17.03亿元。 消息面上：有消息称，①阿里巴巴和百度已开始使用自主设计的芯片训练其AI模型，部分替代了英伟 达生产的芯片。此前8月29日电话会议上，阿里巴巴已透露AI芯片已有'"后备方案"，通过与不同合作伙 伴合作，建立多元化的供应链储备。市场将次此解读为国产芯片替代。 ②芯原股 ...

Group 1 - OpenAI and Nvidia's CEOs plan to announce a multi-billion dollar investment in UK data centers during a visit with President Trump [1] - The collaboration involves Nscale Global Holdings Ltd., a London-based data center company, with OpenAI expected to invest billions [1] - The total investment from US companies in the UK is anticipated to reach hundreds of billions during Trump's visit [1] Group 2 - OpenAI is seeking to expand its operations in Europe amidst stricter regulations and skepticism towards Silicon Valley tech [2] - The "OpenAI for Countries" initiative aims to extend the Stargate data center project overseas, with a new data center in Norway supported by Nscale and Aker ASA [2] - Nscale has committed to investing $2.5 billion in the UK data center industry over three years, including a site in Essex capable of housing 45,000 Nvidia GB200 AI chips [2]

Group 1 - D.A. Davidson raised Nvidia's target price from $195 to $210, indicating a positive outlook for the company [1] - The rating was upgraded from "Neutral" to "Buy," suggesting increased confidence in Nvidia's future performance [1]

一、行情 9月12日，存储板块迎来开盘大涨。德明利涨停，东芯股份、江波龙、香农芯创、普冉股份、朗科科技、兆易创新、佰维存储等集体大涨。 公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式在 等 ✿3 东芯股份 688110.SS 中国大陆少数能够同时提供NANDFlash、NORFlash、DRAM等存储芯片完替 公司; 公司的主要产品为非易失性存储芯片NANDFlash、NORFlash, 易失性 DRAM以及衍生产品MCP 江波龙 301308.SZ 拟减持 国内存储模组领先企业；内存是公司重要产品线之一，公司内存产品涵盖了L DDR内存条（RDIMM、SODIMM、UDIMM）等主流产品型态，广泛应用于服 终端、网络终端、电竞等多个领域 = 北易创新 603986.SS 股票名称 兴森科技 002436.SZ 国内本土IC封装基板行业的先行者之一；公司IC封装基板的应用领域包括手机 使用的内存条 德明利 001309.SZ 转亏·拟减持 二、事件 0 国内存储领域的龙头；公司主要业务为存储器、微控制器和传感器的研发、打 售，存储器产品包括闪存芯片（NOR Flash、NAND Flash ...

百度已开始在后训练阶段使用昆仑P800——即在模型开源发布后，对旧模型的输出进行微调，使 其更好地契合用户体验。百度已于6月发布了这些模型的开源版本。 9月12日消息，据科技媒体《The Information》援引直接知情人士的消息报道，中国的阿里巴巴 和百度已开始使用自主设计的芯片训练其AI模型，部分替代了英伟达生产的芯片。 报道指出，阿里巴巴和百度均未完全弃用英伟达芯片——两家公司 仍在使用英伟达芯片开发其最尖 端的AI模型。 报道称，自今年初以来， 阿里巴巴已在为小型AI模型使用自研芯片；而百度则在尝试用其昆仑 P800芯片训练新版文心一言AI模型。 美国对向中国供应先进AI芯片的出口限制不断收紧，已促使中国企业加大自研AI芯片的研发力度； 同时，中国政府也在促进其采用自主技术，这两方面因素共同推动了这一转变。 据介绍， 阿里巴巴的AI芯片或可与英伟达H20竞争。 H20是专门为中国市场设计的缩减版芯片。 使用过阿里巴巴"Zhenwu"芯片的员工表示，ZhenWu 一个更先进版本性能略优于英伟达五年前发 布的A100芯片，这从另一方面也反映了阿里巴巴芯片与英伟达差距依然较大。 百度的昆仑P800芯片同 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自经济日报 。 英伟达因应AI算力大进化，功率需求飙升，启动「电力大革命」，要把AI伺服器芯片输出电压从目 前的54V大幅拉高至800V，未来更将利用SiC元件升级电力系统，打造效能更高的伺服器机柜，对 此，我们也整理相关资讯，带读者一起了解SiC到底是什么？对电力系统有何贡献？ 电源厂升级要角碳化硅是什么？ 碳 化 硅 （ SiC；Silicon Carbide ） ， 是 一 种 由 硅 （ Si ） 与 碳 （ C ） 化 合 而 成 的 化 合 物 半 导 体 「 材 料」。不仅能隙比硅还要来得更宽，同时，还能耐得住超过200度的高温，以及高耐压，并能够在高 电压环境下稳定运作，再加上散热性能佳，适合高功率应用，并能提升电力转换效率。 同时，现今普遍的传统54V 架构，在铜耗、空间与转换效率上已接近极限，伺服器机柜若仍维持传统 的配电与电压系统，产生的多重整流、降压等现象，会带来可观损耗与散热负担。 而未来这种高压、快速开关的电力环境，就需要透过SiC等宽能隙器件，才能把效率与功率密度拉上 去 。 英 伟 达 今 (2025) 年 5 月 ...