直播PPT分享

Group 1 - The recent live broadcasts covered three main topics: domestic GPU shipment volumes, comparison of GPU chip parameters between domestic and international markets, and the hardware architecture of GB200, including the use of light and copper in GB200 [1] - The PPT content from the live broadcasts is sourced from the "Star Planet" platform, which also features financial models for SMIC and analyses of earnings reports from Amazon, Meta, and Google [3] - There is a growing demand for NVIDIA's ConnectX cards, and there are domestic alternatives available [4] Group 2 - The "Star Planet" platform is updated daily with industry information, foreign investment bank data, and selected analysis reports, with key information organized in a cloud drive for continuous updates [7]