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亚洲人工智能服务器 - GB300 可能的设计变更带来投机机会
2025-04-14 06:58
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Asia AI Server EQUITY: TECHNOLOGY Potential design change in GB300 compute tray Quick Note GB300 compute tray design will likely change back to GB200's Bianca architecture In the GB200 compute tray, 2 Blackwell GPUs and 1 Grace CPU are directly mounted on an HDI board to form the Bianca module, and each compute tray consists of two Bianca modules. On the other hand, in the GB300 compute tray, each GPU on a smaller HDI board is connected to a HLC PCB (high-layer-count printed cir ...