{"id":3796,"date":"2026-08-12T15:57:43","date_gmt":"2026-08-12T07:57:43","guid":{"rendered":"https:\/\/cwam.cc\/video-research-20260812-a539617b2f04\/"},"modified":"2026-09-08T18:56:16","modified_gmt":"2026-09-08T10:56:16","slug":"video-research-20260812-a539617b2f04","status":"publish","type":"page","link":"https:\/\/cwam.cc\/video-research-20260812-a539617b2f04\/","title":{"rendered":"\u5927\u6469\uff1aHBM\u77ed\u7f3a\u5012\u903cGPU\u67b6\u6784\u91cd\u505a\uff0c\u8d85\u7ea7\u8282\u70b9\u6b63\u5728\u5ef6\u540e"},"content":{"rendered":"<style>.publish-note-page{max-width:840px;margin:0 auto;padding:36px 20px 64px;color:#281f20;font-size:18px;line-height:1.85}.publish-note-page p{margin:0 0 18px}.publish-note-page h3{margin:30px 0 12px;font-size:22px;line-height:1.45;color:#551620}.publish-note-page .risk{color:#d93025;font-weight:600}.publish-note-page a{color:#74232e}<\/style>\n<article class=\"publish-note-page\">\n<p class=\"risk\">\u98ce\u9669\u63d0\u793a\uff0c\u672c\u6587\u4ec5\u4e3a\u4e2a\u4eba\u611f\u609f\uff0c\u5bf9\u4e8e\u4ea7\u4e1a\u7684\u5206\u6790\u90fd\u662f\u57fa\u4e8e\u957f\u671f\u5224\u65ad\uff0c\u65e0\u6cd5\u9884\u6d4b\u77ed\u671f\u6da8\u8dcc\uff0c\u56e0\u6b64\u7ed3\u8bba\u65e2\u4e0d\u80fd\u4fdd\u8bc1\u7edd\u5bf9\u6b63\u786e\uff0c\u4e5f\u4e0d\u6784\u6210\u4efb\u4f55\u6295\u8d44\u5efa\u8bae\uff0c\u80a1\u7968\u6295\u8d44\u98ce\u9669\u6781\u5927\uff0c\u4e25\u7981\u91cd\u4ed3\u4e2a\u80a1\u3001\u4e25\u7981\u52a0\u6760\u6746\uff0c\u968f\u65f6\u4f1a\u6709\u5de8\u4e8f\u7684\u98ce\u9669\u3002<\/p>\n<p>\u6469\u6839\u58eb\u4e39\u5229\u57288\u670810\u65e5\u53d1\u5e03\u4e86\u4e00\u4efd\u5173\u4e8e\u4eba\u5de5\u667a\u80fd\u4f9b\u5e94\u94fe\u7684\u65b0\u62a5\u544a\uff0c\u91cd\u70b9\u8ba8\u8bbaHBM\u77ed\u7f3a\u548c\u8d85\u7ea7\u8282\u70b9\u5e26\u6765\u7684\u67b6\u6784\u8c03\u6574\u3002\u62a5\u544a\u7684\u5224\u65ad\u662f\uff0c\u7b97\u529b\u9700\u6c42\u8fd8\u5728\u589e\u957f\uff0cGPU\u5382\u5546\u6b63\u5728\u7528\u89c4\u683c\u5206\u5c42\u3001\u673a\u67dc\u65b9\u6848\u8c03\u6574\u548c\u66f4\u77ed\u7684\u6d4b\u8bd5\u5468\u671f\uff0c\u7f13\u89e3\u5b58\u50a8\u3001\u6210\u672c\u3001\u6563\u70ed\u548c\u4ea4\u4ed8\u538b\u529b\u3002\u77ed\u671f\u7684\u4ea7\u54c1\u53d8\u5316\u4f1a\u5f71\u54cd\u8282\u594f\uff0cHBM\u3001\u5148\u8fdb\u5c01\u88c5\u3001\u6d4b\u8bd5\u548c\u7535\u529b\u4ecd\u7136\u662f\u4ea7\u4e1a\u94fe\u6700\u7d27\u7684\u51e0\u5904\u7ea6\u675f\u3002\u8d85\u7ea7\u8282\u70b9\u5e76\u975e\u53ea\u6709\u7f8e\u56fd\u5e02\u573a\u9700\u8981\u3002\u7531\u4e8e\u56fd\u5185\u5355\u4f53\u673a\u67dc\u7b97\u529b\u4ecd\u7136\u6709\u9650\uff0cA\u80a1\u5e02\u573a\u5bf9\u8d85\u7ea7\u8282\u70b9\u7684\u5173\u6ce8\u5ea6\u751a\u81f3\u9ad8\u4e8e\u7f8e\u80a1\u3002<\/p>\n<p>\u82f1\u4f1f\u8fbe\u4e0b\u4e00\u4ee3Rubin Ultra\u53ef\u80fd\u5206\u6210\u591a\u4e2a\u7248\u672c\u3002\u9ad8\u7aef\u578b\u53f7\u91c7\u7528HBM4e 8\u5c42\u5806\u53e0\uff0c\u4f4e\u7aef\u578b\u53f7\u53ef\u80fd\u6539\u7528HBM4 12\u5c42\u62168\u5c42\u5806\u53e0\uff0c\u6700\u7ec8\u65b9\u6848\u9884\u8ba1\u57282026\u5e74\u7b2c\u4e09\u5b63\u5ea6\u672b\u524d\u786e\u5b9a\u3002\u5927\u6469\u8ba4\u4e3a\uff0c\u89c4\u683c\u4e0b\u8c03\u5bf9\u957f\u4e0a\u4e0b\u6587\u5927\u6a21\u578b\u7684\u89e3\u7801\u5f71\u54cd\u66f4\u660e\u663e\uff0c\u5bf9\u9884\u586b\u5145\u4efb\u52a1\u5f71\u54cd\u76f8\u5bf9\u5c0f\u3002\u5355\u9897\u82af\u7247\u7684\u5185\u5b58\u5bb9\u91cf\u4e0b\u964d\uff0c\u4e5f\u53ef\u80fd\u5e26\u6765\u66f4\u591a\u82af\u7247\u51fa\u8d27\uff0c\u5bf9\u4f9d\u9760\u6570\u91cf\u589e\u957f\u7684\u4f9b\u5e94\u5546\u53cd\u800c\u6709\u5229\u3002<\/p>\n<p>\u673a\u67dc\u7aef\u7684\u96be\u70b9\u66f4\u96c6\u4e2d\u3002\u82f1\u4f1f\u8fbe\u57282025\u5e74\u516c\u5e03\u7684Kyber\u5200\u7247\u670d\u52a1\u5668\u4ecd\u53d7PCB\u548c\u6563\u70ed\u95ee\u9898\u5f71\u54cd\uff0c\u7b2c\u4e00\u4ee3Rubin Ultra\u673a\u67dc\u5927\u6982\u7387\u7ee7\u7eed\u4f7f\u7528Oberon\u65b9\u6848\uff0c\u7ef4\u6301NVL72\uff0c\u518d\u7528\u5171\u540c\u5c01\u88c5\u5149\u5b66CPO\u6216\u8fd1\u5c01\u88c5\u5149\u5b66NPO\u8d70\u5411\u66f4\u5927\u89c4\u6a21\u7684NVL576\u3002\u4e2d\u56fdGPU\u5382\u5546\u4e5f\u5728\u505a\u8d85\u7ea7\u8282\u70b9\uff0c\u4e3a\u652f\u6301\u8d85\u8fc72\u4e07\u4ebf\u53c2\u6570\u7684\u5927\u6a21\u578b\uff0c\u673a\u67dc\u4e4b\u95f4\u66f4\u53ef\u80fd\u91c7\u7528NPO\u8fde\u63a5\uff0c\u539f\u56e0\u662f\u672c\u5730GPU\u6bcf\u901a\u9053\u4e32\u884c\u4f20\u8f93\u901f\u5ea6\u53ef\u80fd\u4ecd\u505c\u7559\u5728100Gb\/s\u3002<\/p>\n<p>\u5b9a\u5236\u82af\u7247\u7684\u9700\u6c42\u4e5f\u5728\u62ac\u5347\u3002\u8054\u53d1\u79d1\u9884\u8ba1\u81ea\u5df1\u57282027\u5e74\u53ef\u62ff\u523015%\u523020%\u7684\u5b9a\u5236\u82af\u7247\u5e02\u573a\u4efd\u989d\uff0c\u968f\u77402\u7eb3\u7c73\u8c37\u6b4c\u81ea\u7814\u82af\u7247TPU\u653e\u91cf\uff0c2028\u5e74\u7684\u6536\u5165\u5360\u6bd4\u8fd8\u53ef\u80fd\u7ee7\u7eed\u4e0a\u5347\u3002\u5927\u6469\u9884\u8ba1\uff0c\u8c37\u6b4cTPU\u51fa\u8d27\u91cf\u5c06\u4ece2026\u5e74\u7684370\u4e07\u9897\u589e\u81f32027\u5e74\u7684735\u4e07\u9897\u4ee5\u4e0a\uff0c\u8c37\u6b4c\u670d\u52a1\u5668CPU\u540c\u671f\u4ece150\u4e07\u9897\u589e\u81f3300\u4e07\u9897\u3002\u8001\u5316\u6d4b\u8bd5\u548c\u7cfb\u7edf\u7ea7\u6d4b\u8bd5\u65f6\u95f4\u53d8\u957f\uff0c\u4eac\u5143\u7535\u5b50\u6765\u81ea\u8c37\u6b4c\u7684\u6536\u5165\u5360\u6bd4\u53ef\u80fd\u4ece2026\u5e74\u76848%\u523010%\uff0c\u5347\u52302027\u5e74\u768410%\u523015%\u3002<\/p>\n<p>\u5148\u8fdb\u5c01\u88c5\u548cHBM\u7684\u6570\u636e\u66f4\u80fd\u8bf4\u660e\u9700\u6c42\u5f3a\u5ea6\u3002\u5927\u6469\u9884\u8ba1\uff0c\u5168\u7403CoWoS\u5148\u8fdb\u5c01\u88c5\u9700\u6c42\u5c06\u4ece2026\u5e74\u7684139.4\u4e07\u7247\u589e\u81f32027\u5e74\u7684269.4\u4e07\u7247\uff0c\u540c\u6bd4\u589e\u957f93%\u3002\u5176\u4e2d\u82f1\u4f1f\u8fbe\u4ece78\u4e07\u7247\u589e\u81f3122.2\u4e07\u7247\uff0cAMD\u4ece13\u4e07\u7247\u589e\u81f353\u4e07\u7247\u3002\u540c\u671f\u4eba\u5de5\u667a\u80fd\u82af\u7247\u6d88\u8017\u7684HBM\u4ece\u7ea6299\u4ebfGb\u5347\u5230486\u4ebfGb\uff0c\u589e\u5e45\u7ea662%\u3002\u52302027\u5e74\uff0c\u4ec5\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u6676\u5706\u6d88\u8017\u5bf9\u5e94\u7684\u5e02\u573a\u89c4\u6a21\u5c31\u53ef\u80fd\u8fbe\u5230588\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u7535\u529b\u7684\u91cd\u8981\u6027\u5982\u4eca\u5df2\u7ecf\u8d85\u8fc7\u82af\u7247\u5236\u9020\u672c\u8eab\u3002\u5927\u6469\u63092027\u5e74\u7ea61900\u4e07\u9897GPU\u548c\u5b9a\u5236\u82af\u7247\u3001\u5355\u9897\u5e73\u5747\u529f\u80172\u5343\u74e6\u6d4b\u7b97\uff0c\u9700\u8981\u7ea638\u5409\u74e6\u7535\u529b\uff0c\u5176\u4e2d\u82f1\u4f1f\u8fbe\u5bf9\u5e9416\u5409\u74e6\uff0c\u8c37\u6b4c9\u5409\u74e6\uff0cAMD 7\u5409\u74e6\u3002SpaceX\u63d0\u51fa\u628a\u7b97\u529b\u89c4\u6a21\u4ece\u4eca\u5e74\u5e952\u5409\u74e6\u6269\u5230\u63a5\u8fd110\u5409\u74e6\uff0c\u65b0\u589e\u76848\u5409\u74e6\u7c97\u7565\u76f8\u5f53\u4e8e400\u4e07\u9897Rubin GPU\uff0c\u7ea6\u5360\u53f0\u79ef\u75352027\u5e74\u53ef\u751f\u4ea7\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u768420%\u3002\u82af\u7247\u80fd\u505a\u51fa\u6765\uff0c\u7535\u7f51\u548c\u6570\u636e\u4e2d\u5fc3\u4e5f\u8981\u540c\u6b65\u8ddf\u4e0a\u3002<\/p>\n<p>\u51fa\u8d27\u8282\u594f\u6682\u65f6\u6ca1\u6709\u663e\u793a\u9700\u6c42\u8f6c\u5f31\u3002\u5927\u6469\u9884\u8ba12026\u5e74Blackwell\u51fa\u8d27\u7ea6540\u4e07\u9897\uff0c\u4e0b\u534a\u5e74\u53ef\u8986\u76d6Grace Blackwell NVL72\u7684\u673a\u67dc\u9700\u6c42\uff1b2027\u5e74Rubin\u548cRubin Ultra\u63a5\u8fd1700\u4e07\u9897\uff0c\u5bf9\u5e94Rubin NVL72\u673a\u67dc\u6700\u591a\u7ea69\u4e07\u5957\u3002\u6b64\u524d\u88ab\u5e02\u573a\u5f53\u6210\u5e93\u5b58\u7684Blackwell\u82af\u7247\uff0c\u66f4\u591a\u662f\u4f9b\u5e94\u94fe\u7f13\u51b2\uff0c\u9884\u8ba1\u4f1a\u57282026\u5e74\u6d88\u5316\u3002\u540e\u7eed\u5f71\u54cd\u80a1\u4ef7\u6ce2\u52a8\u7684\u5173\u952e\u4e8b\u4ef6\uff0c\u662fHBM\u5206\u5c42\u65b9\u6848\u4f55\u65f6\u786e\u5b9a\u3001Kyber\u7684PCB\u548c\u6563\u70ed\u4f55\u65f6\u89e3\u51b3\uff0c\u4ee5\u53caCoWoS\u3001\u6d4b\u8bd5\u4ea7\u80fd\u548c\u7535\u529b\u80fd\u5426\u6309\u8ba1\u5212\u6269\u5f20\u3002<\/p>\n<p class=\"risk\">\u98ce\u9669\u63d0\u793a\uff0c\u672c\u6587\u4ec5\u4e3a\u4e2a\u4eba\u611f\u609f\uff0c\u5bf9\u4e8e\u4ea7\u4e1a\u7684\u5206\u6790\u90fd\u662f\u57fa\u4e8e\u957f\u671f\u5224\u65ad\uff0c\u65e0\u6cd5\u9884\u6d4b\u77ed\u671f\u6da8\u8dcc\uff0c\u56e0\u6b64\u7ed3\u8bba\u65e2\u4e0d\u80fd\u4fdd\u8bc1\u7edd\u5bf9\u6b63\u786e\uff0c\u4e5f\u4e0d\u6784\u6210\u4efb\u4f55\u6295\u8d44\u5efa\u8bae\uff0c\u80a1\u7968\u6295\u8d44\u98ce\u9669\u6781\u5927\uff0c\u4e25\u7981\u91cd\u4ed3\u4e2a\u80a1\u3001\u4e25\u7981\u52a0\u6760\u6746\uff0c\u968f\u65f6\u4f1a\u6709\u5de8\u4e8f\u7684\u98ce\u9669\u3002<\/p>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\u98ce\u9669\u63d0\u793a\uff0c\u672c\u6587\u4ec5\u4e3a\u4e2a\u4eba\u611f\u609f\uff0c\u5bf9\u4e8e\u4ea7\u4e1a\u7684\u5206\u6790\u90fd\u662f\u57fa\u4e8e\u957f\u671f\u5224\u65ad\uff0c\u65e0\u6cd5\u9884\u6d4b\u77ed\u671f\u6da8\u8dcc\uff0c\u56e0\u6b64\u7ed3\u8bba\u65e2\u4e0d\u80fd\u4fdd\u8bc1\u7edd\u5bf9\u6b63\u786e\uff0c\u4e5f\u4e0d [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"article204-independent","meta":{"footnotes":""},"class_list":["post-3796","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/pages\/3796","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/comments?post=3796"}],"version-history":[{"count":2,"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/pages\/3796\/revisions"}],"predecessor-version":[{"id":3806,"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/pages\/3796\/revisions\/3806"}],"wp:attachment":[{"href":"https:\/\/cwam.cc\/huiyuan\/wp-json\/wp\/v2\/media?parent=3796"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}