如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自 yolegroup 。 如今，Nvidia，一家甚至不设计或制造功率器件的公司，正在定义未来功率电子器件的特性和功 能。这家 GPU 巨头正在设计下一代 AI 数据中心的动力总成架构。 许多宽带隙 (WBG) 半导体供应商和硅片供应商都在参与其中，愿意投资新技术来满足 Nvidia 的 需求。 英飞凌科技公司系统创新集团负责人 Gerald Deboy将 Nvidia 比作一位大师，指挥"整个世界设计 出一种建设和运营数据中心的新方法"。 Nvidia 邀请的合作伙伴包括英飞凌、MPS、Navitas、罗姆、意法半导体和德州仪器，共同倡导向 800 V 高 压 直 流 (HVDC) 数 据 中 心 电 力 基 础 设 施 过 渡 。 此 外 ， 还 有 台 达 、 Flex Power 、 Lead Wealth、光宝科技、Megmee 等电力系统组件供应商，以及伊顿、施耐德电气和 Vertiv 等数据中 心系统建设公司。 Yole Group 电力电子市场和技术分析师 Hassan Cheaito认为，Nvidia 对 AI 数据中心的推动正在 ...

This is a technology with seemingly limitless long-term potential. With AI offering some form of utility in virtually all industries around the globe, the analysts at PwC pegged its worldwide impact on gross domestic product by 2030 at $15.7 trillion. A figure this massive ensures there will be a long list of winners. One growth-focused billionaire investor is bucking the trend and adding to his fund's stake in artificial intelligence (AI) leader Nvidia. For the last two and a half years, no trend has capti ...

Navitas Semiconductor TodayNVTSNavitas Semiconductor$4.89 +0.48 (+10.98%) 52-Week Range$1.52▼$5.25Price Target$3.79Add to WatchlistIt is not every day that a stock soars over 164%, but that is exactly what happened to little-known chip company Navitas Semiconductor NASDAQ: NVTS on May 22. The stock exploded in value after announcing a partnership with chip giant NVIDIA NASDAQ: NVDA. Navitas calls itself a “next-generation power semiconductor company." However, what does this actually mean? The analysis bel ...

On CNBC's “Mad Money Lightning Round,” Jim Cramer said he likes Vertiv VRT.As per the recent news, on Monday, Vertiv announced its strategic alignment with Nvidia Corp.‘s NVDA vision for AI data centers, specifically the deployment of 800 VDC power architectures. Anticipating the demands of future AI deployments, including the NVIDIA Kyber and Rubin Ultra platforms, Vertiv's comprehensive 800 VDC power portfolio is slated for release in the second half of 2026.Cramer said no to Medical Properties Trust, Inc ...

Core Insights - Nanwei Semiconductor (NVTS) experienced a significant stock surge of over 160% following the announcement of a strategic partnership with AI giant Nvidia (NVDA), which could mark a pivotal development for the company [1][4]. Company Business Analysis - Nanwei Semiconductor focuses on next-generation power electronics, specializing in GaN (Gallium Nitride) and SiC (Silicon Carbide) semiconductors, which offer advantages over traditional silicon chips, such as faster switching speeds, higher efficiency, and smaller size, particularly suited for high-performance computing and data centers [2]. Partnership Details - The partnership involves deep collaboration on Nvidia's next-generation AI chips, including the Rubin Ultra. They jointly developed an 800V high-voltage direct current (HVDC) power architecture that will support Nvidia's "Kyber" rack systems, enhancing energy efficiency by 5% and reducing maintenance and cooling costs by 70% [3]. Financial Impact Assessment - In 2024, Nanwei Semiconductor's revenue is projected to be only $8 million, but the partnership with Nvidia could significantly alter the company's growth trajectory. Nvidia's data center business generated over $47 billion in revenue over the past 12 months, indicating substantial potential for Nanwei [5]. Valuation Analysis - Prior to the announcement, Nanwei's stock was trading near its book value, but it surged to a price-to-book ratio of 2.8 and a price-to-sales ratio exceeding 10 following the news [8]. The valuation metrics suggest a significant increase in market expectations, but the sustainability of this valuation depends on the continued expansion of the AI market and Nanwei's technological edge [9].

Core Viewpoint - Navitas Semiconductor's GaN and SiC technologies have been selected to support NVIDIA's next-generation 800 V HVDC data center power infrastructure, which is designed to enhance power delivery for AI workloads and support 1 MW IT racks and beyond [1][15]. Group 1: Technology Collaboration - The collaboration between Navitas and NVIDIA focuses on the 800 V HVDC architecture, which aims to provide high-efficiency and scalable power delivery for AI workloads, improving reliability and reducing infrastructure complexity [2][4]. - Navitas' GaNFast™ and GeneSiC™ technologies will enable the powering of NVIDIA's GPUs, such as the Rubin Ultra, directly from the 800 V HVDC system [1][6]. Group 2: Advantages of 800 V HVDC - The existing data center architecture, which uses traditional 54 V in-rack power distribution, is limited to a few hundred kilowatts and faces physical limitations as power demand increases [3]. - The 800 V HVDC system allows for a reduction in copper wire thickness by up to 45%, significantly decreasing the amount of copper needed to power a 1 MW rack, which is crucial for meeting the gigawatt power demands of modern AI data centers [5][6]. - This architecture eliminates the need for additional AC-DC converters, directly powering IT racks and enhancing overall system efficiency [6][13]. Group 3: Performance and Efficiency - NVIDIA's 800 V HVDC architecture is expected to improve end-to-end power efficiency by up to 5%, reduce maintenance costs by 70% due to fewer power supply unit (PSU) failures, and lower cooling costs by connecting HVDC directly to IT and compute racks [13]. - Navitas has introduced several high-efficiency power supply units (PSUs), including a 12 kW PSU that meets 98% efficiency, showcasing the company's commitment to innovation in power delivery for AI data centers [12]. Group 4: Company Background - Navitas Semiconductor, founded in 2014, specializes in next-generation power semiconductors, focusing on GaN and SiC technologies for various markets, including AI data centers and electric vehicles [17]. - The company holds over 300 patents and is recognized for its commitment to sustainability, being the first semiconductor company to achieve CarbonNeutral® certification [17].

无论如何，眼下的线索已经可以假定CloudMatrix和UB-Mesh是在描述两种不同的硬件形态了。 在进一步分析这两个事物的关系前，想先引用一下前两天SemiAnalysis关于CloudMatrix的分析。 SemiAnalysis的分析师无疑都非常专业，比中国那些为了炒HWJ或者光纤电缆的小作文可强多了。 可文章中提到的关于CloudMatrix的两个弱点，却让人觉得他们又有点那么点菜菜。 以下文章来自夏 core 转发的神秘网友，是谁咱也不知道，总之截图了我们群里的消息 ... 华为发布的昇腾CloudMatrix 384超节点，号称采用UB互联完成了384颗NPU的互联，并号称能够与 Nvidia的NVL72比肩。好巧不巧，不久前的三月底，华为还发布了一篇名为 UB-Mesh的论文 ，也描述 了一种也被称为超节点的NPU互联结构。 确实也有传言说CloudMatrix的组网就是UB-Mesh，但也有人说不是，但如果不是，他们之间是个什么 关系呢？ 不难发现，UB-Mesh的硬件全是1U的超薄Chasis，而CloudMatrix的Rack中，怎么看都找不到1U框的结 构。而且 ，如果数数量的话，UB ...

图片来源：NVIDIA NVIDIA 的芯片产品组合涵盖了中央处理器（CPU）、图形处理器（GPU）以及网络设备（用于纵 向扩展和横向扩展）。 NVIDIA 发布了其最新的 " Blackwell超级AI工厂" 平台 GB300 NVL72，与 GB200 NVL72 相比，其 AI性能提升了 1.5 倍。 NVIDIA 分享了其芯片路线图，这样一来，行业内企业在现在采购 Blackwell系统时，便可以谨慎 规划其资本性支出投资，以便在未来几年内有可能从 "Hopper" 系列升级到 "Rubin" 系列或 "Feynman" 系列。 "Rubin" 和 "Rubin Ultra" 两款产品分别采用双掩模版尺寸和四掩模版尺寸的图形处理器（GPU）， 在使用 FP4 精度运算时，性能分别可达 50 petaFLOPS（千万亿次浮点运算）和 100 petaFLOPS，分 别搭载 288GB 的第四代高带宽存储器（HBM4）和 1TB 的 HBM4e 存储器，将分别于 2026 年下半 年和 2027 年推出。 全新的 "Vera" 中央处理器（CPU）拥有 88 个基于Arm公司设计打造的定制核心，具备更大的 ...

随着我们迈入 Agentic 时代，对于各组织机构而言，若要对模型进行扩展以实现高效推理，他们将需要 在从训练到推理的每一个步骤中都遵循扩展流程。在 NVIDIA GTC 2025 上，黄仁勋的愿景以及所发布 的消息聚焦于在从企业信息技术、云计算到机器人技术等各个行业中构建 " AI工厂"。 为了让AI工厂取得成功，NVIDIA持续创新，并提供完整的AI技术栈，包括芯片、系统和软件，以最高 的效率来加速和扩展AI。该公司的方法涵盖了Agentic AI 和 Physical AI 领域。NVIDIA在其整个技术栈 方面做出了以下发布内容： 图片来源：NVIDIA & Counterpoint Research 芯片方面：从计算路线图到硅光子学领域 都有重大消息发布 图片来源：NVIDIA NVIDIA 的芯片产品组合涵盖了中央处理器（CPU）、图形处理器（GPU）以及网络设备（用于纵 向扩展和横向扩展）。 NVIDIA 发布了其最新的 " Blackwell超级AI工厂" 平台 GB300 NVL72，与 GB200 NVL72 相比，其 AI性能提升了 1.5 倍。 NVIDIA 分享了其芯片路线图，这样一 ...

点击招商研究小程序查看PDF报告原文 事件： 英伟达GTC 2025大会于3月17-21日举办，英伟达CEO黄仁勋于3月19日发表主题演讲，介绍AI加速计算 新时代、AI加速计算的新品、CPO芯片及集成光子引擎、以及AI技术在自动驾驶、机器人等前沿领域 的应用。综合演讲及材料信息，总结要点如下： 评论： 1、数据中心28年Capex望超万亿美元，训练推理带来100倍Tokens增长。 1）资本开支： 数据中心、CSP和相关基础设施的资本开支将大幅增加，预计2028年数据中心建设将达 到1万亿美元，绝大部分投资或将用于加速计算芯片。2024年公司向四大云服务商共交付130万颗Hopper GPU，预计2025年将出货360万颗Blackwell。英伟达认为，世界正在经历一场革命性转型，全球数据中 心正在向人工智能工厂转型，计算机将为软件生成Tokens，处理分析并生成AI驱动的研究和应用。 2） 训练及推理： 英伟达概述了三层次的AI，即Generative AI、Agentic AI以及Physical Al，从生成式到AI 推理再到理解物理层面；由于训练和推理模型的计算量剧增，AI基础设施在短时间内增长惊人 ...