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吹牛第一名

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替代 - 超越” 之路打破英伟达垄断。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　来源：<span><a href=\"https://laohu8.com/S/000021\">深科技</a></span><span></span></p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/743/w1080h463/20250830/a463-98f961210ef387576aacf23b0c612e64.png\"/><span></span></div>\n<p>　　<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：追加<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span> GPU 至 15 万片</p>\n<p>　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口</p>\n<p>　　全球 AI 算力赛道硝烟弥漫，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> H20 断供一记 “重锤” 砸向国内产业。关键时刻，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！</p>\n<p><strong>　　15 万片紧急补仓！寒武纪成阿里 “算力救火队长”</strong></p>\n<p>　　英伟达 H20 断供风暴突袭，国内 AI 算力缺口瞬间拉满，阿里云通义千问大模型面临 “断粮” 危机。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/474/w784h490/20250830/4b44-1dd8b94f736c1ae224cba4187a3fc94a.png\"/><span></span></div>\n<p>　　这款思元 370 绝非泛泛之辈：7nm 工艺 + Chiplet 技术，集成 390 亿晶体管，实测 300TOPS（INT8）算力与 H20 硬碰硬，能效比还狂超 40%！截至 2025 年 Q2，它已扛起阿里云 60% 推理需求，靠 PCIe 5.0 多卡互联，硬生生顶住通义千问的用户增长压力，让算力缺口 “火速止血“！</p>\n<p><strong>　　阿里王炸！自研 AI 芯片、国内晶圆代工！</strong></p>\n<p>　　靠外部支援不够，阿里直接打响 “自研反击战”！新一代 AI 芯片剑指 H20 退场后的市场空白，国产 14nm 及更先进制程打底，长江存储等本土力量撑腰，底气十足。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/340/w739h401/20250830/5b2f-225cc2bacb58901af74c4b0665f34db4.jpg\"/><span></span></div>\n<p>　　异构架构集成高密度计算单元与超大内存，LPDDR5X 带宽破 1TB/s，单卡算力 300-400TOPS（INT8）追平 H20。更狠的是兼容性：不仅支持 FP8/FP16 混合精度，还靠动态指令翻译层直连 CUDA 生态，工程师代码复用零压力，迁移成本砍去 70% 以上！此前阿里云用思元 370+MagicMind 工具链，让模型转换效率飙 3 倍，实力打脸 “国产芯片生态差” 论调。</p>\n<p><strong>　　双厂备份 + 三步走！阿里布下国产算力 “王炸局”</strong></p>\n<p>　　为保芯片量产，阿里玩起 “双保险”：<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span> 14nm 产线良率 95%+，月产 5 万片稳扎基础；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 7nm 工艺 2026 年量产，目标算力破 500TOPS，能效再提 30%。</p>\n<p>　　更有 “三步走” 战略定乾坤：短期（2025-2026）靠 7nm/14nm 推理芯片抢市场；中期（2027-2028）推 4nm 训练芯片，千卡集群算力冲 1EFLOPS 对标 H100；长期（2030 后）押注光子计算，已发布的商用光子 AI 芯片，速度超 GPU 1000 倍、功耗降 90%，直接剑指未来！</p>\n<p>　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 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替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1,"symbols_score_info":{"688256":1,"09988":0.6,"BABA":1,"ALBmain":1}},"isVote":1,"tweetType":1,"viewCount":15,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/473305028002304"}