Nvidia – The Inference Kingdom Expands 英伟达 —— 推理王国扩张 Groq LP30, LPX Rack, Attention FFN Disaggregation, Oberon & Kyber Updates, Nvidia's CPO Roadmap, Vera ETL256, CMX & STX Groq LP30、LPX 机架、Attention FFN 解耦、Oberon 与 Kyber 更新、英伟达 CPO 路 线图、Vera ETL256、CMX 与 STX DYLAN PATEL, MYRON XIE, DANIEL NISHBALL, AND 7 OTHERS DYLAN PATEL, MYRON XIE, DANIEL NISHBALL 以及其他 7 位作者 MAR 24, 2026 2026 年 3 月 24 日 ∙ PAID ∙ 付费内容 1 Share 分享 27 Source: Nvidia 来源：英伟达 At GTC 2026, Nvidia delivered an event packed full of ground breakin ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark L ...

PRIMER 23 March 2026 China Semiconductors on 23-Mar-2026 Future of Tech: AI Datacenter Networking Primer Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com +852 2123 2694 zheng.cui@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com See the Disclosure Appendix of this report for required disclo ...

GTC&OFC 总结：光互联、全液冷大时代 20260324 及 Grace-3 LPU。该系统采用台积电 3 纳米 EUV 工艺，搭载 HBM4 内存，将 于 2026 年下半年量产。其 HBM4 内存容量为 288GB，带宽是 HBM3e 的 2.75 倍，推理性能是 H100 的 5 倍，训练性能提升 3.5 倍，单 token 成本降 低 10 倍。在机架系统方面，推出了 5 套架构，其中 Grace-3 LPX 单机柜可搭 载 256 颗 LPU 芯片，总带宽达 80TB/s，推理性能是 H100 的 10 倍，同样于 2026 年下半年上市。此外，大会明确指出，从 2026 年起，CPO 技术将成为 绝对标配，并率先应用于 Scale-up 场景，同时全液冷也将成为高密度算力的 标配，以适配 LPU 和 Rubin 机柜的高功耗需求。 英伟达在 GTC 大会上发布的下一代 GPU 架构"Firman"有哪些关键特性和 量产计划？ 英伟达在 GTC 大会上曝光了其下一代 GPU 架构"Firman"，这是全球首款专 为世界模型设计的 GPU 架构。该架构计划采用台积电的 A16（1.6 纳米）制程， ...

| [Table_EPS] 盈利预测与估值 | FY2025A | FY2026A | FY2027E | FY2028E | FY2029E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万美元） | 130,497 | 215,938 | 365,200 | 476,363 | 573,576 | | 同比(%) | 114.20 | 65.47 | 69.12 | 30.44 | 20.41 | | 归母净利润（百万美元） | 72,880 | 120,067 | 201,270 | 262,910 | 302,364 | | 同比(%) | 144.89 | 64.75 | 67.63 | 30.63 | 15.01 | | EPS-最新摊薄（美元/股） | 3.00 | 4.94 | 8.28 | 10.82 | 12.44 | | P/E（现价&最新摊薄） | 58.56 | 35.55 | 21.21 | 16.23 | 14.12 | [Table_Tag] [Table_Summary] 投资要点 证券研究报告·海外公司点评·半导体 英伟达 ...

What Drivers In Your State Are Paying for Gas Top Stories Nvidia shares have lost about 5% in 2026 so far. David Paul Morris / Bloomberg / Getty Images -- Here's Why Nvidia's Stock Looks 'Relatively Cheap' According to These Experts Tuesday's Markets: Stocks Finish Lower Why Investors Say Now Is 'Not the Time to React' Cooling Rents Offer Inflation Relief Close Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Nvidia's stock is looking like a bargain, according ...

Artificial intelligence is often framed as a story about software, algorithms and increasingly powerful semiconductors, but that view is starting to evolve.That framing made sense in the early stages of the AI cycle, when attention centred on model breakthroughs and the computing power required to train them, but the narrative is now broadening. As AI moves from experimentation into industrial-scale deployment, the conversation is shifting toward the physical systems behind it.The systems supporting this te ...

Artificial intelligence (AI) is likely to change the world as we know it. That's the headline that has had investors enthralled with AI chipmakers like Nvidia (NVDA 0.33%) and AI service companies like SoundHound (SOUN 7.69%). However, in reality, AI is just a fancy computer program. Those programs won't run without a reliable power source.And that is why long-term investors looking to ride the AI wave will probably find more mundane businesses like Brookfield Renewable (BEP +2.19%)(BEPC +2.37%), NextEra En ...

A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company's Bundang office in Seongnam on Jan. 26, 2024.SK Hynix revealed Wednesday that it made a confidential filing with the U.S. Securities and Exchange Commission for a potential listing on Wall Street this year.The South Korean memory giant first disclosed its interest in a U.S. listing in December, as it seeks fresh capital to expand production amid surging memory demand driven by the artificial intelligence boom. SK Hynix sai ...

Bharat Electronics Limited (BEL) has signed a Memorandum of Understanding (MoU) with RRP Electronics Limited and RRP Defence Limited, both part of the RRP Group, a leading integrated technology company specialising in advanced manufacturing of semiconductors and Aerospace & Defence systems, to jointly pursue business opportunities in the domains of Semiconductors, Electro-Optics, Unmanned Systems and other advanced Defence technologies. This collaboration marks a significant milestone in India’s Defence tec ...