{"id":737734,"date":"2026-03-05T20:52:54","date_gmt":"2026-03-05T12:52:54","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=737734"},"modified":"2026-03-05T20:52:54","modified_gmt":"2026-03-05T12:52:54","slug":"%e8%8b%b1%e4%bc%9f%e8%be%belpu%e6%96%b0%e5%93%81%e4%bc%9a%e6%8c%a4%e5%8e%8bhbm%e5%b8%82%e5%9c%ba%ef%bc%9f%e9%bb%84%e4%bb%81%e5%8b%8b%e6%97%a9%e5%b0%b1%e6%be%84%e6%b8%85%e8%bf%87%e8%bf%99%e4%b8%aa","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=737734","title":{"rendered":"\u82f1\u4f1f\u8fbeLPU\u65b0\u54c1\u4f1a\u6324\u538bHBM\u5e02\u573a\uff1f\u9ec4\u4ec1\u52cb\u65e9\u5c31\u6f84\u6e05\u8fc7\u8fd9\u4e2a\u8bef\u89e3"},"content":{"rendered":"<p><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"NVDA|105|7\" data-code2=\"NVDA|105|1|\" target6=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" 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class=\"tag_link\">\u5927\u8dcc<\/a><strong>\uff0c\u4e09\u661f<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1201\" data-code=\"90,BK1201\" rel=\"noopener\">\u7535\u5b50<\/a><\/span><span><\/span>\u3001SK\u6d77\u529b\u58eb\u5747\u7d2f\u8ba1\u8dcc\u8fd120%<\/strong>\u3002\u9664\u4e86\u4e2d\u4e1c\u6218\u706b\u5916\uff0c\u5e02\u573a\u91cc\u4f3c\u4e4e\u4e5f\u6709\u4e00\u4e9b\u58f0\u97f3\u5c06\u5185\u5b58\u5de8\u5934\u7684\u5927\u8dcc\u5f52\u56e0\u4e8e\u201cGroq\u62a2\u4e86HBM\u7684\u996d\u7897\u201d\u3002<\/p>\n<p><center><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D24982236147649344387_w1115h581.jpg\" style=\" display:block; margin-left:auto; margin-right:auto; \" alt=\"\u82f1\u4f1f\u8fbeLPU\u65b0\u54c1\u4f1a\u6324\u538bHBM\u5e02\u573a\uff1f\u9ec4\u4ec1\u52cb\u65e9\u5c31\u6f84\u6e05\u8fc7\u8fd9\u4e2a\u8bef\u89e3\" \/><\/center><\/p>\n<p><strong>\u4f55\u6765\u5fe7\u8651\uff1f<\/strong><\/p>\n<p>\u4f5c\u4e3a\u80cc\u666f\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\">\u82f1\u4f1f\u8fbe<\/span>\u53bb\u5e74\u5e95\u8c6a\u63b7200\u4ebf\u7f8e\u5143\uff0c\u83b7\u5f97\u82af\u7247\u521d\u521b\u516c\u53f8Groq\u7684\u4eba\u624d\u56e2\u961f\u548c\u975e\u72ec\u5360\u4e13\u5229\u6388\u6743\u3002\u8fd9\u4e5f\u662f<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\">\u82f1\u4f1f\u8fbe<\/span>\u5728\u6838\u5fc3\u7b97\u529b\u82af\u7247\u4ea7\u54c1\u4e0a\u9996\u6b21\u5927\u89c4\u6a21\u5f15\u5165\u5916\u90e8\u67b6\u6784\u3002<\/p>\n<p>\u5f15\u53d1\u90e8\u5206\u4e09\u661f\u3001\u6d77\u529b\u58eb\u80a1\u4e1c\u7126\u8651\u7684\u70b9\uff0c\u6b63\u662f<strong>Groq\u81ea\u7814\u7684LPU\uff08\u8bed\u8a00\u5904\u7406\u5355\u5143\uff09\u82af\u7247<\/strong>\u3002\u8be5\u82af\u7247\u7684\u6838\u5fc3\u7279\u70b9\u662f\u5728<strong>\u7247\u4e0a\u96c6\u6210\u6570\u767e\u5146SRAM\uff08\u8bbf\u95ee\u901f\u5ea6\u6bd4HBM\u5feb\u7ea620\u500d\uff09<\/strong>\uff0c\u901a\u8fc7\u51cf\u5c11\u6216\u8005\u5b8c\u5168\u4e0d\u8c03\u7528\u5916\u90e8\u5b58\u50a8\uff0c\u5b9e\u73b0\u8d85\u4f4e\u5ef6\u8fdf\u7684token\u8f93\u51fa\u3002<\/p>\n<p>\u968f\u7740\u82f1\u4f1f\u8fbe\u53d1\u5e03\u4f1a\u4e34\u8fd1\uff0c\u201cGroq\u662f\u5426\u5229\u7a7aHBM\u201d\u53c8\u88ab\u62ff\u6765\u8ba8\u8bba\uff1a\u5982\u679c\u63a8\u7406\u82af\u7247\u8def\u7ebf\u4eceHBM\u5806\u6599\u8f6c\u5411\u7247\u4e0aSRAM\uff0c\u5b58\u50a8\u516c\u53f8\u7684\u751f\u610f\u4e0d\u662f\u88ab\u62a2\u8d70\u4e86\u4e48\uff1f<\/p>\n<p>\u4f5c\u4e3a\u8fd9\u4e00\u731c\u60f3\u7684\u4f50\u8bc1\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u4e0a\u5468\u4e94\u5728\u5ba3\u5e03\u83b7\u5f97\u82f1\u4f1f\u8fbe300\u4ebf\u7f8e\u5143<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u65f6\uff0c\u5c31\u4e13\u95e8\u5f3a\u8c03\u5c06\u4ece<strong>\u8be5\u516c\u53f8\u8d2d\u4e70\u5927\u91cf\u201c\u4e13\u7528\u63a8\u7406\u7b97\u529b\u201d<\/strong>\uff0c\u6697\u793a\u4e86\u8fd9\u6b3e\u65b0\u578b\u5904\u7406\u5668\u7684\u5b58\u5728\u3002<\/p>\n<p>\u9ec4\u4ec1\u52cb\u4e5f\u66fe\u8868\u793a\uff0c\u5c06\u5728GTC\u4e0a\u53d1\u5e03\u201c\u4e16\u754c\u524d\u6240\u672a\u89c1\u201d\u7684\u5168\u65b0\u82af\u7247\u3002\u5e02\u573a\u731c\u6d4b\uff0c\u5982\u679c\u4e0d\u662fRubin 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rel=\"noopener\">\u673a\u5668\u4eba<\/a><\/span><span><\/span>\u548c\u81ea\u52a8\u9a7e\u9a76\uff09<\/strong>\uff0c\u800c\u4e0d\u662f\u53d6\u4ee3HBM\u6216DRAM\u3002<\/p>\n<p>\u4e8b\u5b9e\u4e0a\uff0c\u82f1\u4f1f\u8fbeCEO\u9ec4\u4ec1\u52cb\u4e5f\u57281\u6708CES\u7684\u5206\u6790\u5e08\u95ee\u7b54\u6d3b\u52a8\u4e0a\u8be6\u7ec6\u89e3\u91ca\u8fc7\u8fd9\u4ef6\u4e8b\u3002<\/p>\n<p>\u9ec4\u4ec1\u52cb\u8868\u793a\uff0c<strong>\u5982\u679c\u628a\u6240\u6709\u4e1c\u897f\u90fd\u653e\u5728SRAM\u91cc\uff0c\u90a3\u4e48\u5f53\u7136\u5c31\u4e0d\u9700\u8981HBM\u5185\u5b58\u4e86\u3002\u4f46\u95ee\u9898\u662f\uff1a\u80fd\u591f\u653e\u8fdb\u8fd9\u4e9bSRAM\u91cc\u7684\u6a21\u578b\u89c4\u6a21\u4f1a\u5c0f\u5927\u7ea6100\u500d\u3002<\/strong>\u5de5\u4f5c\u8d1f\u8f7d\u7684\u5f62\u6001\u4e00\u76f4\u5728\u53d8\u5316\uff0c\u6709\u65f6\u5019\u4f1a\u9047\u5230MoE\u6a21\u578b\uff0c\u8fd8\u6709\u591a\u6a21\u6001\u6a21\u578b\u7b49\uff0c\u56e0\u6b64\u82f1\u4f1f\u8fbe\u9700\u8981\u63d0\u4f9b\u666e\u9002\u6027\u7684\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n<p>\u9ec4\u4ec1\u52cb\u4e5f\u6307\u51fa\uff0c\u5bf9\u4e8e\u67d0\u4e9b\u7279\u5b9a\u5de5\u4f5c\u8d1f\u8f7d\u6765\u8bf4\uff0cSRAM\u53ef\u80fd\u4f1a\u201c\u5feb\u5f97\u60ca\u4eba\u201d\uff0c\u56e0\u6b64\u5728\u9884\u586b\u5145\u9636\u6bb5\u548c\u89e3\u7801\u9636\u6bb5\u53ef\u4ee5\u770b\u5230\u4e00\u4e9b\u597d\u5904\u3002<\/p>\n<p><a target=\"_blank\" href=\"https:\/\/acttg.eastmoney.com\/pub\/xxlout_khmbdfcfappnew_random_0007467a\" rel=\"noopener\"><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D25437144255738497376_w690h389.jpg\" alt=\"\u82f1\u4f1f\u8fbeLPU\u65b0\u54c1\u4f1a\u6324\u538bHBM\u5e02\u573a\uff1f\u9ec4\u4ec1\u52cb\u65e9\u5c31\u6f84\u6e05\u8fc7\u8fd9\u4e2a\u8bef\u89e3\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/a><\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u968f\u7740\u97e9\u56fd\u80a1\u5e02\u8fd13\u5929\u5750\u4e0a\u201c\u8fc7\u5c71\u8f66\u201d\uff0c\u4e00\u4e9b\u63e3\u6d4b\u4e5f\u5728\u80a1\u4ef7\u5de8\u9707\u671f\u95f4\u6572\u6253\u7740\u80a1\u6c11\u4eec\u7d27\u7ef7\u7684\u795e\u7ecf\u3002 \u4f5c\u4e3a\u80cc\u666f\uff0c\u4e0a\u5468\u4e94\u7f8e\u80a1\u6536\u76d8\u540e [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[232],"tags":[378,308,339,144,231],"views":33,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/737734"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=737734"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/737734\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=737734"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=737734"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=737734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}