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华为昇腾910系列2025年出货量调研
傅里叶的猫· 2025-05-20 13:00
Core Viewpoint - The report from Mizuho Securities provides an analysis of companies including Broadcom, NVIDIA, AMD, Supermicro, and Huawei, highlighting the expected growth and challenges in the AI ASIC and GPU markets. Group 1: Broadcom and NVIDIA - Mizuho expects Broadcom's custom ASIC chips (TPUv7p/MTIA2) to accelerate in deployment by 2026, potentially being used in OpenAI's Strawberry and Apple's Baltra projects in the second half of 2026 [1] - In 2024, Broadcom's custom ASIC chips are projected to account for 70%-80% of usage, establishing it as a leader in AI ASICs, excluding self-manufactured AI ASICs like Google's TPU [1] - The UMAIN project in Saudi Arabia plans to deploy 4,000 GB200 NVL72 servers, corresponding to 280,000 NVIDIA GPUs and 350,000 AMD GPUs over the next five years [1] - The G42 project in the UAE has committed to importing 500,000 NVIDIA GB200 GPUs annually, valued at $15 billion, although the sustainability of this figure is questioned [1] Group 2: Huawei - The report anticipates that Huawei's Ascend 910 orders will exceed 700,000 units by 2025, with the next-generation Ascend 920 expected to launch in 2026 [2] - However, the current yield rate for the Ascend 910 is low at only 30%, a figure corroborated by previous reports [2][3] - Other estimates suggest that the shipment volume for the Ascend 910 series could be over 700,000 units this year [5]
全球首个!“英伟达亲儿子”CoreWeave大规模上线GB200服务器
硬AI· 2025-04-16 09:52
点击 上方 硬AI 关注我们 测试结果显示,相比前代英伟达Hopper GPU,GB200 NVL72服务器能帮助Cohere在1000亿参数模型的训练实现高达3 倍的性能提升,此外,IBM和Mistral AI也已成为CoreWeave GB200云服务的首批用户。 "世界各地的企业和组织正在竞相将推理模型转化为代理型人工智能应用,这将改变人们的工作和娱 乐方式。" 硬·AI 作者 | 李笑寅 编辑 | 硬 AI CoreWeave再度抢占先机,率先部署英伟达GB200系统,AI巨头争相入局。 英伟达今日在其博客上宣布, AI云计算提供商CoreWeave已成为首批大规模部署英伟达GB200 NVL72 系统的云服务提供商之一。Cohere、IBM和Mistral AI已成为首批用户。 根据最新MLPerf基准测试,这些系统提供了前代H100芯片2-3倍的性能提升,将显著加速大模型训练和推 理能力。 CoreWeave首席执行官Michael Intrator表示,这一成就既展示了公司的工程实力和执行速度,也体现了 其对下一代AI发展的专注: "CoreWeave的设计就是为了更快速地行动——我们一次又一次 ...