{"id":747846,"date":"2026-03-17T17:43:31","date_gmt":"2026-03-17T09:43:31","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=747846"},"modified":"2026-03-17T17:43:31","modified_gmt":"2026-03-17T09:43:31","slug":"%e8%8b%b1%e4%bc%9f%e8%be%be-gtc%ef%bc%9aai-%e7%95%8c%e6%98%a5%e6%99%9a%ef%bc%8c%e6%bb%a1%e5%bf%83%e6%9c%9f%e5%be%85%e3%80%81%e6%89%ab%e5%85%b4%e8%80%8c%e5%bd%92%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=747846","title":{"rendered":"\u82f1\u4f1f\u8fbe GTC\uff1aAI \u754c\u6625\u665a\uff0c\u6ee1\u5fc3\u671f\u5f85\u3001\u626b\u5174\u800c\u5f52\uff1f"},"content":{"rendered":"
\n

\u6587 | \u6d77\u8c5a\u7814\u7a76<\/p>\n<\/blockquote>\n

2026\u5e743\u670816\u65e5\uff0c\u82f1\u4f1f\u8fbe\u521b\u59cb\u4eba\u517cCEO\u9ec4\u4ec1\u52cb\u5728GTC 2026\u5927\u4f1a\u4e0a\u53d1\u8868\u4e3b\u9898\u6f14\u8bb2\uff0c\u6838\u5fc3\u8bae\u9898\u6db5\u76d6CUDA\u5e73\u53f020\u5468\u5e74\u3001\u63a8\u7406\u62d0\u70b9\u4e0e\u7b97\u529b\u9700\u6c42\u7206\u53d1\u3001Vera Rubin\u7cfb\u7edf\u67b6\u6784\u3001Groq\u96c6\u6210\u3001OpenClaw\u4ee3\u7406\u9769\u547d\u53ca\u7269\u7406AI\u4e0e\u673a\u5668\u4eba\u3002<\/p>\n

\u4e00\u3001GTC2026\u6838\u5fc3\u8981\u70b9<\/strong><\/h2>\n

1\uff09\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u5c55\u671b<\/strong>\uff1a2025-2027\u5e74\u6570\u636e\u4e2d\u5fc3\u7d2f\u8ba1\u6536\u5165\u8fbe\u52301\u4e07\u4ebf\u7f8e\u5143\uff08\u53bb\u5e74GTC\u5927\u4f1a\u7ed9\u7684\u662f2025-2026\u5e74\u7d2f\u8ba1\u6536\u51655000\u4ebf\u7f8e\u5143\uff09\uff0c\u7b26\u5408\u9884\u671f<\/strong>\u3002\u5e02\u573a\u4e3b\u6d41\u9884\u671f\u672c\u8eab\u5df2\u7ecf\u63d0\u5347\u81f31\u4e07\u4ebf\u7f8e\u5143\u4ee5\u4e0a\uff0c\u66f4\u671f\u5f85\u7684\u662f\u516c\u53f8\u80fd\u7ed9\u51fa\u660e\u786e\u8ba2\u5355\u7b49\u65b9\u9762\u7684\u4fe1\u606f\u3002<\/p>\n

\n

\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

2\uff09\u6027\u80fd\u548c\u6210\u672c\uff1a<\/strong>\u5728tokens\/watt\uff08\u541e\u5410\u91cf\uff09\u548ctoken\u901f\u5ea6\uff08\u667a\u80fd\u5ea6\uff09\u4e24\u4e2a\u7ef4\u5ea6\u4e0a\uff0c\u82f1\u4f1f\u8fbe\u5747\u4e3a\u5168\u7403\u6700\u9ad8\u6027\u80fd\uff1b\u82f1\u4f1f\u8fbe\u7684token\u6210\u672c\u5168\u7403\u6700\u4f4e\u3002<\/p>\n

\n

\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

3\uff09\u6570\u636e\u4e2d\u5fc3\u6210\u4e3a\"token\u5de5\u5382\"<\/strong>\uff1a\u6bcf\u4e2a\u5de5\u5382\u53d7\u9650\u4e8e\u529f\u7387\uff08\u59821GW\uff09\uff0c\u9700\u8981\u7ba1\u7406token\u751f\u4ea7\u7684\u541e\u5410\u91cf\u548c\u901f\u5ea6\u3002<\/p>\n

token\u5c06\u50cf\u5927\u5b97\u5546\u54c1\u4e00\u6837\u7ec6\u5206\u5c42\u7ea7\uff1a\u514d\u8d39\u5c42\uff08\u9ad8\u541e\u5410\u3001\u4f4e\u901f\u5ea6\uff09->$3\/\u767e\u4e07token\u5c42->$6\/\u767e\u4e07token\u5c42->$45\/\u767e\u4e07token\u5c42->$150\/\u767e\u4e07token\u5c42\uff08\u9876\u7ea7\u4f4e\u5ef6\u8fdf\u3001\u9ad8\u5e26\u5bbd\u7b97\u529b\uff09<\/strong>\u3002<\/p>\n

\u4ee51GW\u6570\u636e\u4e2d\u5fc3\u4e3a\u4f8b\uff0c\u6bcf25%\u529f\u7387\u5206\u914d\u4e00\u4e2a\u5c42\u7ea7\uff1aGrace Blackwell\u53ef\u6bd4Hopper\u751f\u62105\u500d\u6536\u5165\uff0cVera Rubin\u53ef\u518d\u63d0\u53475\u500d<\/strong>\u3002<\/p>\n

\n

\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

4\uff09Vera Rubin\uff1a\u5728\u6b64\u524d6\u7c7b\u82af\u7247<\/a>\u57fa\u7840\u4e0a\uff0c\u65b0\u589e\u4e86Groq 3 LPU\u3002<\/strong><\/p>\n

\u2460Vera Rubin\uff1a100%\u6db2\u51b7\uff0845°C\u70ed\u6c34\u51b7\u5374\uff09\uff0c\u6240\u6709\u7ebf\u7f06\u53d6\u6d88<\/strong>\uff0c\u5b89\u88c5\u65f6\u95f4\u4ece\u4e24\u5929\u7f29\u77ed\u81f3\u4e24\u5c0f\u65f6\uff1b<\/p>\n

\u2461CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09Spectrum-X\u4ea4\u6362\u673a<\/strong>\uff1a\u5df2\u5168\u9762\u91cf\u4ea7\uff0c\u4e0eTSMC\u5171\u540c\u7814\u53d1\uff1b<\/p>\n

\u2462CPU<\/strong>\uff1a\u4e16\u754c\u4e0a\u552f\u4e00\u4f7f\u7528LPDDR5\u7684\u6570\u636e\u4e2d\u5fc3CPU\uff0c\u72ec\u7acb\u552e\u5356\uff0c\u5c06\u6210\u4e3a\u6570\u5341\u4ebf\u7f8e\u5143\u7ea7\u4e1a\u52a1\uff1b<\/p>\n

Vera CPU Tray\u7528\u4e8eAgentic workload, \u5355\u4e2aVera Compute Tray\u96c6\u6210\u4e868\u9897Vera\u5904\u7406\u5668, \u6bcf\u4e2a\u5904\u7406\u566888\u6838, \u540c\u65f6\u652f\u63018\u901a\u9053\u7684LPDDR5x\u5185\u5b58, \u5355\u4e2asocket\u652f\u63011.2TB\/s\u7684\u5185\u5b58\u5e26\u5bbd\u3002CPU Tray\u4e0a\u96c6\u6210\u4e862\u5757BF4-DPU\u3002<\/p>\n

\u2463Vera Rubin\uff1a\u5df2\u5728Microsoft Azure\u4e0a\u7ebf\u8fd0\u884c\uff08\u7b2c\u4e00\u4e2arack\uff09<\/strong>\u3002\u82f1\u4f1f\u8fbe\u4f9b\u5e94\u94fe\u5df2\u53ef\u6bcf\u5468\u751f\u4ea7\u6570\u5343\u5957\u7cfb\u7edf\uff0c\u6bcf\u6708\u6570GW\u7ea7AI\u5de5\u5382\u4ea7\u80fd<\/strong>\uff1b<\/p>\n

\u2464Rubin Ultra\uff1a<\/strong>Rubin\u662f\u6a2a\u5411\u6ed1\u5165\u673a\u67dc\uff0cRubin Ultra\u8981\u5782\u76f4\u653e\u5165\u65b0\u673a\u67b6Kyber\uff0c\u5176\u4e2d144 GPU\u5728\u4e00\u4e2aNVLink\u57df\u5185\uff0c\u4e2d\u677f\u540e\u65b9\u7528NVLink\u4ea4\u6362\u673a\u66ff\u4ee3\u94dc<\/a>\u7f06\u3002<\/p>\n

\n

\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

\n

\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

5\uff09Groq 3 LPU\uff08\u65b0\u589e\u82af\u7247\uff09\uff1aGroq\u548cHBM\u5e76\u7528\uff0c\u7b26\u5408\u9884\u671f<\/strong><\/p>\n

\u6280\u672f\u6765\u81ea\u4e8e\u6536\u8d2d<\/a>\u7684Groq\u56e2\u961f\uff0cGroq LP30\u7531\u4e09\u661f\u5236\u9020\uff0c\u9884\u8ba1\u4e09\u5b63\u5ea6\u53d1\u8d27\u3002<\/strong><\/p>\n

\u5355\u9897Groq\u82af\u7247500MB SRAM vs \u5355\u9897Rubin\u82af\u7247288GB\uff0cGroq\u5355\u72ec\u65e0\u6cd5\u627f\u8f7d\u4e3b\u6d41\u5927\u6a21\u578b\u7684\u53c2\u6570\u548cKV Cache<\/strong>\u3002<\/p>\n

\u89e3\u51b3\u65b9\u6848\uff1a\u63a8\u51fa\u4e86\u4e00\u4e2aDynamo\u8f6f\u4ef6\uff0c\u628a\u63a8\u7406\u6b65\u9aa4\u5206\u89e3\u51fa\u6765\uff1a<\/strong><\/p>\n

1. \u9884\u586b\u5145\u9636\u6bb5\uff1a<\/strong>\u4e5f\u79f0Prefill\uff0c\u4e5f\u662f\u6a21\u578b\u6279\u91cf\u5904\u7406\u7528\u6237\u8f93\u5165\u7684Prompt\u7684\u9636\u6bb5\uff0c\u4e3b\u8981\u662f\u4ee5\u8ba1\u7b97\u4e3a\u4e3b\uff0c\u56e0\u6b64\u5728Vera Rubin\u4e0a\u5b8c\u6210\uff1b<\/p>\n

2. \u89e3\u7801\u7684\u6ce8\u610f\u529b\u73af\u8282\uff1a<\/strong>\u4e3b\u8981\u662f\u8ba1\u7b97\u5f53\u524d\u4ea7\u751f\u7684token\u4e0e\u5386\u53f2tokens\uff08KV Cache\uff0c\u5bf9\u8bdd\u5b58\u50a8\u7684\u8bb0\u5fc6\uff09\u7684\u5173\u7cfb\uff0c\u662f\u8ba1\u7b97\u548c\u5b58\u50a8\u5e76\u91cd\u7684\u5de5\u4f5c\u6027\u8d28\uff0c\u4e5f\u662f\u5728Vera Rubin\u4e0a\u5b8c\u6210\uff0c\u9891\u7e41\u8bfb\u53d6Rubin\u4e0a\u7684HBM\u5185\u5b58\u5355\u5143\u3002<\/p>\n

3. \u89e3\u7801\u7684\u524d\u9988\u7f51\u7edc\uff08FNN\uff09\uff1a<\/strong>\u5728Attention\u73af\u8282\u786e\u5b9a\u4e0a\u4e0b\u6587\u5173\u7cfb\u540e\uff0c\u524d\u9988\u7f51\u7edc\u8d1f\u8d23\u57fa\u4e8e\u524dToken\u6765\u8f93\u51fa\u4e0b\u4e00\u4e2aToken\u7684\u6982\u7387\u5206\u5e03\uff0c\u5e76\u9009\u51fa\u4e0b\u4e00Token\uff0c\u5373“\u5410\u5b57”\u3002<\/p>\n

\u8fd9\u4e2a\u73af\u8282\u7684\u6bcf\u4e00\u5c42\u90fd\u8981\u8bfb\u53d6\u6a21\u578b\u7684\u6743\u91cd\u53c2\u6570\uff0c\u8bfb\u4e00\u6b21\u53ea\u80fd\u5904\u7406\u4e00\u4e2aToken\uff0c\u539f\u672c\u53c2\u6570\u653e\u5728HBM\u4e2d\uff0c\u8ba1\u7b97\u5355\u5143\u4e00\u76f4\u5728\u7b49\u7740\u6570\u636e\u4eceHBM\u642c\u8fd0\u8fc7\u6765\uff0c\u8fd9\u4e5f\u662f“\u5185\u5b58\u5899”\u7684\u771f\u6b63\u5835\u70b9\u3002<\/p>\n

\u628a\u89e3\u7801\u5206\u6210\u7528\u8f6f\u4ef6\u62c6\u51fa\u4e24\u4e2a\u9636\u6bb5\u540e\uff0c\u7b49\u4e8e\u628a\u6a21\u578b\u5728\u5de5\u4f5c\u7684“\u4e0a\u4e0b\u6587\u8bb0\u5fc6”\u4ecd\u7136\u4fdd\u7559\u5728HBM\u4e0a\uff0c\u4f46\u628a\u5927\u90e8\u5206\u6a21\u578b\u53c2\u6570\u8f6c\u79fb\u5230\u4e86Groq\u7684SRAM\u4e0a\uff0c\u82af\u7247\u4e0a\u5185\u5d4c\u7684\u5b58\u50a8\u5c42SRAM\u80fd\u591f\u4ee5\u6781\u4f4e\u7684\u5ef6\u8fdf\u8bfb\u53d6\u8fd9\u4e9b\u6743\u91cd\u53c2\u6570\uff0c\u4ece\u800c\u89e3\u51b3\u63a8\u7406\u5410\u5b57\u6162\u7684\u95ee\u9898\u3002<\/p>\n

Rubin\u548cGroq\u4e4b\u95f4\u7528\u4ee5\u592a\u7f51\u7d27\u5bc6\u8026\u5408\uff0cRDMA\u7279\u6b8a\u8fde\u63a5\u6a21\u5f0f\u53ef\u4ee5\u8ba9\u4e24\u82af\u7247\u4e4b\u95f4\u7684\u4ea4\u4e92\u5ef6\u8fdf\u964d\u4f4e\u7ea6\u4e00\u534a\u3002<\/p>\n

\n

\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

6\uff09Feynman<\/strong>\uff1a\u5168\u65b0GPU + LP40\uff08LPU\uff09+ Rosa CPU\uff08\u4ee5Rosalind\u547d\u540d\uff09+ BlueField-5 + CX10\u3002<\/p>\n

Kyber\u94dc\u7f06scale-up + Kyber CPO scale-up\uff08\u9996\u6b21\u540c\u65f6\u652f\u6301\u94dc\u7f06\u548cCPO scale-up\uff09\u3002\u8fd9\u610f\u5473\u5373\u4f7f\u5728Feynman\u9636\u6bb5\uff0c\u4e5f\u5c06\u540c\u65f6\u652f\u6301\u94dc\u548cCPO\u7684\u6df7\u5408\u65b9<\/strong>\u5f0f\u3002<\/p>\n

\u867d\u7136\u82f1\u4f1f\u8fbe\u957f\u671f\u770b\u597dCPO\u65b9\u6848\uff0c\u4f46\u5ba2\u6237\u65b9\u9762\u503e\u5411\u4e8e\u5c06\u94dc\u7f06\u65b9\u6848\u7528\u5230\u6781\u81f4\u540e\u518d\u5207\u6362CPO\uff08\u90e8\u7f72\/\u7ef4\u62a4\u66f4\u7b80\u5355\uff09\u3002<\/strong><\/p>\n

\n

\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

7\uff09\u5176\u4ed6\u4fe1\u606f\uff1a<\/strong><\/p>\n

\u2460\u592a\u7a7a\u6570\u636e\u4e2d\u5fc3<\/strong>\uff1a\u9488\u5bf9\u80fd\u6e90<\/a>\u4e0d\u8db3\u95ee\u9898,\u82f1\u4f1f\u8fbe\u5ba3\u5e03Vera Rubin Space-1\uff0c\u8ba1\u5212\u5c06\u6570\u636e\u4e2d\u5fc3\u90e8\u7f72\u5230\u592a\u7a7a\uff08\u9700\u89e3\u51b3\u8f90\u5c04\u6563\u70ed\u95ee\u9898\uff0c\u592a\u7a7a\u4e2d\u65e0\u4f20\u5bfc\u548c\u5bf9\u6d41\uff0c\u4ec5\u6709\u8f90\u5c04\uff09\uff1b<\/p>\n

\u2461OpenClaw<\/strong>\uff1a\u6bcf\u5bb6SaaS\u516c\u53f8\u5c06\u53d8\u6210GaaS\u516c\u53f8\uff08Agent-as-a-Service\uff09\u3002<\/p>\n

\u4ee3\u7406\u7cfb\u7edf\u5728\u4f01\u4e1a\u7f51\u7edc\u4e2d\u53ef\u4ee5\u8bbf\u95ee\u654f\u611f\u4fe1\u606f\u3001\u6267\u884c\u4ee3\u7801\u3001\u5bf9\u5916\u901a\u4fe1——\u8fd9\u9700\u8981\u4f01\u4e1a\u7ea7\u5b89\u5168<\/strong>\u3002\u82f1\u4f1f\u8fbe\u4e0eOpenClaw\u521b\u59cb\u4ebaPeter Steinberger\u5408\u4f5c\u63a8\u51faNemoClaw<\/strong>\uff08OpenClaw\u7684\u4f01\u4e1a\u5b89\u5168\u53c2\u8003\u8bbe\u8ba1\uff09\uff0c\u96c6\u6210OpenShell\u6280\u672f\uff0c\u5305\u542b\u7f51\u7edc\u62a4\u680f\uff08network guardrail\uff09\u548c\u9690\u79c1\u8def\u7531\u5668\uff08privacy router\uff09\uff0c\u53ef\u8fde\u63a5\u5404SaaS\u516c\u53f8\u7684\u7b56\u7565<\/a>\u5f15\u64ce\uff1b<\/p>\n

\u2462\u7269\u7406AI\u4e0e\u673a\u5668\u4eba<\/strong>\uff1a\u81ea\u52a8\u9a7e\u9a76\u65b9\u9762, \u6bd4\u4e9a\u8fea\/\u5409\u5229<\/a>\/\u73b0\u4ee3\/\u65e5\u4ea7\u7b49\u5382\u5bb6\u52a0\u5165Robtaxi, \u5e76\u4e0eUber<\/a>\u5408\u4f5c\u3002\u7136\u540e\u673a\u5668\u4eba\u65b9\u9762KUKA\/ABB\u7b49\u5382\u5546, \u8fd8\u6709\u5f88\u591a\u673a\u5668\u4eba\/\u65e0\u4eba\u673a\u5e73\u53f0\u7b49\u3002<\/p>\n

\u603b\u4f53\u6765\u8bf4\uff0c\u8fd9\u6b21\u53d1\u5e03\u4f1a\uff0c\u9664\u4e86\u6f84\u6e05\u4e86\u94dc\u7f06\u548cCPO\u4f1a\u5e76\u7528\uff0c\u4e3b\u8981\u5c31\u662f\u65b0\u52a0\u5165\u4e86\u4e00\u4e2a\u670d\u52a1\u5668\u4e2d\u65b0\u52a0\u5165\u4e86Groq\u7684LPU\u9009\u9879\u3002\u8fd9\u4e2a\u5728Groq\u88ab\u4e70\u540e\uff0c\u5e02\u573a\u5df2\u6709\u5145\u5206\u9884\u671f\uff1b\u751a\u81f3\u6307\u5f15\u7684\u4e09\u5e74\u4e00\u4e07\u4ebf\u7f8e\u91d1\u6536\u5165\uff0c\u5e02\u573a\u5b9e\u9645\u5176\u5b9e\u4e5f\u5df2\u7ecf\u8d85\u8fc7\u8fd9\u4e2a\u6570\u5b57\u4e86\u3002<\/p>\n

\u6574\u4f53\u4e0a\u4ece\u82f1\u4f1f\u8fbe\u7684\u4ea7\u54c1\u8fed\u4ee3\u53ef\u4ee5\u770b\u5230\uff1a\u6700\u8fd1\u51e0\u5e74\u7684\u8fed\u4ee3\u91cd\u5fc3\u4e0d\u518d\u82af\u7247\u5fae\u67b6\u6784\u7684\u521b\u65b0<\/a>\uff0c\u4eceHopper\u5230Blackwell\u89e3\u51b3\u4e3b\u8981\u662f\u7ec4\u5408\u548c\u8fde\u63a5\u7684\u95ee\u9898\uff0c\u82f1\u4f1f\u8fbe\u4e3b\u8981\u662f\u5b8c\u6210\u4e86\u5356\u82af\u7247\u5230\u5356\u7cfb\u7edf\u548c\u670d\u52a1\u7684\u5207\u6362\u3002<\/p>\n

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\"\u82f1\u4f1f\u8fbe<\/p>\n<\/div>\n

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