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押注全球算力第三极:英伟达、xAI、联想沙特投资进入收获期
Ge Long Hui· 2025-12-18 05:50
导语:石油帝国沙特正在成为继美国和中国之后,全球第三大算力枢纽。 在距离利雅得国际机场仅15分钟车程沙特综合物流特区(SILZ),联想集团的新工厂正在为正式运转紧锣 密鼓的准备着。10个月前,这里还是一片沙漠戈壁,如今已经成为沙特AI战略的最早落成的项目之 一。未来,这座占地20万平方米的工厂,预计年产"沙特制造"的笔记本电脑、台式机及服务器将达数 百万台。 沙特阿拉伯,这个曾凭借石油财富主宰全球能源市场数十年的帝国,正调动其全部主权资本,进行一场 关乎国家未来的豪赌:押注高性能计算与前沿科技。这项代号为"2030愿景"的计划,远超传统意义上的 产业升级,它是利雅得为对冲长期能源结构变化风险、确保国家经济韧性所构筑的战略性部署——计划 将沙特定位成一个全球性的算力枢纽,成为继美国和中国之后,全球第三大算力中心。 用一个时髦的说法来形容沙特的经济转型,就是从"碳基"到"硅基"的战略性转变。 这项改革已经吸引全球科技巨头纷纷涌入中东——英伟达、AMD、亚马逊AWS、xAI、微软等企业都 已经与沙特达成了一系列合作协议,包括芯片供应、数据中心建设和阿拉伯语AI模型开发等。 王储挂帅打造"AI强国" 建设中的联想沙特 ...
锦富技术斩获液冷板订单 以先进散热架构赋能AI算力提升
Quan Jing Wang· 2025-10-28 06:09
Group 1 - The development and application demand for AI technology is driving the continuous increase in market requirements for GPU performance, leading to accelerated iterations and upgrades of GPU chips [1] - Current GPU products are evolving from the B200 to the new generation B300, both based on the Blackwell architecture; GB200 and GB300 represent the core development direction of data center computing power [1] Group 2 - The significant increase in chip power and computing performance has made heat dissipation a key bottleneck in performance release [2] - Jinfu Technology has developed a 0.08mm serrated heat dissipation architecture, which has received orders from a Taiwanese customer for use in the liquid cooling system of the B200 chip, utilizing the latest MLCP technology to effectively address TDP thermal effects for processors with power consumption of 1800W-2000W and above [2] - Jinfu Technology is deepening technical cooperation with leading global GPU companies and their ODM partners, aiming to complete reliability verification before large-scale shipments of GB300 and enhance R&D investment in microchannel cooling plate architecture [2]