公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容 编译自 hpcwired 。 目前，世界各地都在竞相建设大型数据中心，以支持日益增长的人工智能工作负载，这给硅、存储和 电子元件的供应带来了巨大压力。但如果我们能够利用汽车在非行驶状态下的计算能力来运行人工智 能推理工作负载呢？这正是特斯拉首席执行官埃隆·马斯克本周提出的一个略显疯狂的想法。 世界首富马斯克在特斯拉最近一次与分析师的季度财报电话会议上分享了他的想法。 马斯克在电话会议中说："我想到的一件事是，如果我们有这么多可能闲着的汽车……我们实际上可 以拥有一个庞大的分布式推理车队，然后说，如果它们没有在积极驾驶，我们就让它们进行大规模的 分布式推理。" 特斯拉为其电动汽车配备了人工智能加速器，这是其各种自动驾驶汽车功能所必需的，包括自动驾驶 和完全自动驾驶 (FSD) 功能。 2014年，特斯拉采用了基于40纳米工艺制造的MobileEye EyeQ3芯片，用于驱动自动车道保持、自 动变道、自动泊车和侧面碰撞预警功能。从2016年到2019年，特斯拉使用英伟达GPU来处理其车辆 上各种传感器的信号，这些传感器当时包括摄像头、超声波传感器和 ...

Investment Rating - The report maintains an "Accumulate-A" rating for the company [2] Core Views - The company reported a revenue of 430 million yuan in the first half of 2025, representing a year-on-year growth of 5.9%, but the net profit attributable to the parent company decreased by 48.2% to 30 million yuan [4] - The decline in performance is attributed to a decrease in telecom transmission demand and insufficient release of DCI capacity [5] - The company is expected to accelerate the release of DCI capacity in the second half of the year, with projections for net profits of 90 million, 290 million, and 590 million yuan for 2025, 2026, and 2027 respectively [8] Financial Performance - The company achieved a gross margin of 26.3% in the first half of 2025, down 5.2 percentage points year-on-year [4] - The revenue from the transmission product line was 330 million yuan, a year-on-year decrease of 7.9%, while the access and data product lines saw a significant increase of 104.7% to 100 million yuan [5] - The projected revenue for 2025 is 1.177 billion yuan, with a year-on-year growth of 39.9% [10] Market Trends - The global DCI market is expected to reach over 40 billion USD in 2025, growing by 14.3% year-on-year, driven by increased demand for data center connectivity and distributed training [6] - The company has received sample orders for its silicon-based OCS optical switch, indicating potential for future mass production [7] Profitability Forecast - The report forecasts a decline in net profit for 2025, with a projected net profit margin of 7.6% [10] - The company's earnings per share (EPS) for 2025 is estimated at 0.57 yuan, with a price-to-earnings (P/E) ratio of 247.3 [10]