电子行业周报：英伟达GTC2024召开，关注AI产业链增变量
AVIC Securities·2024-03-27 16:00
◆ ◆ ◆ ◆ ◆ 1 HBM 2 3 4 ◆ 3 18 -3 21 NVDIA GTC 2024 CEO AI NVDIA Blackwell GTC 2023 AI iPhone GTC 2024 AI GTC 2024 AI AI AI Blackwell Blackwell GPU 2080 4NP die 10TB/s GPU 20 petaFLOPS FP4 192GB HBM3e 8TB/s Blackwell GPU NVLink 1.8TB/s LLM OpenAI Meta AI Blackwell Blackwell Hopper 2 Blackwell GPU 1 GRACE CPU GB200 Grace Blackwell Superchip 2 GB200 node/tray GTC 2024 GTC 2024 DGX GB200 NVL72 18 trays NVLink 72 Blackwell GPUs+36 GRACE CPUs GPU 1.4ExaFLOPS AI ExaFLOP LLM H100 GPU GB200 NVL72 30 1/25 1.8 GPT 1 25 ...