发型很乱
08-31 07:19
不是有**吗?干吗不用**的芯片
阿里巴巴:追加寒武纪GPU至15万片
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":473350181580952,"tweetId":"473350181580952","gmtCreate":1756595959980,"gmtModify":1756595961948,"author":{"id":4089244850507840,"idStr":"4089244850507840","authorId":4089244850507840,"authorIdStr":"4089244850507840","name":"发型很乱","avatar":"https://static.tigerbbs.com/0de77920acd17ed185287a92fad15107","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.08","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>不是有**吗?干吗不用**的芯片</p></body></html>","htmlText":"<html><head></head><body><p>不是有**吗?干吗不用**的芯片</p></body></html>","text":"不是有**吗?干吗不用**的芯片","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/473350181580952","repostId":2563288630,"repostType":2,"repost":{"id":"2563288630","kind":"news","pubTimestamp":1756549440,"share":"https://www.laohu8.com/m/news/2563288630?lang=&edition=full","pubTime":"2025-08-30 18:24","market":"fut","language":"zh","title":"阿里巴巴:追加寒武纪GPU至15万片","url":"https://stock-news.laohu8.com/highlight/detail?id=2563288630","media":"市场资讯","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!阿里 15 万片寒武纪订单,撕开 H20 断供缺口。寒武纪成阿里 “算力救火队长”。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”! 从紧急补货到自研突破,再到长远布局,阿里正以 “兼容 - 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 - 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!</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:常福强 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴:追加寒武纪GPU至15万片</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴:追加寒武纪GPU至15万片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-30 18:24 北京时间 <a href=https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:深科技\n\n 阿里巴巴:追加寒武纪 GPU 至 15 万片\n 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\n 全球 AI 算力赛道硝烟弥漫,英伟达 H20 断供一记 “重锤” 砸向国内产业。关键时刻,阿里巴巴挺身而出,以硬核操作撕开算力困局,每一步都震彻行业!\n 15 万片紧急补仓!...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688256":"寒武纪","BK4558":"双十一","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4504":"桥水持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4538":"云计算","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4579":"人工智能","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4588":"碎股","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","09988":"阿里巴巴-W","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4587":"ChatGPT概念","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","LU0918141887.USD":"安联亚洲实际收益股票基金","BK0231":"软件信息","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4524":"宅经济概念","BK4581":"高盛持仓","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4543":"AI","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4527":"明星科技股","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4503":"景林资产持仓","BABA":"阿里巴巴","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4502":"阿里概念","BK4575":"芯片概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2563288630","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:深科技\n\n 阿里巴巴:追加寒武纪 GPU 至 15 万片\n 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\n 全球 AI 算力赛道硝烟弥漫,英伟达 H20 断供一记 “重锤” 砸向国内产业。关键时刻,阿里巴巴挺身而出,以硬核操作撕开算力困局,每一步都震彻行业!\n 15 万片紧急补仓!寒武纪成阿里 “算力救火队长”\n 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”!\n\n 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“!\n 阿里王炸!自研 AI 芯片、国内晶圆代工!\n 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。\n\n 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。\n 双厂备份 + 三步走!阿里布下国产算力 “王炸局”\n 为保芯片量产,阿里玩起 “双保险”:中芯国际 14nm 产线良率 95%+,月产 5 万片稳扎基础;华虹半导体 7nm 工艺 2026 年量产,目标算力破 500TOPS,能效再提 30%。\n 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!\n 从紧急补货到自研突破,再到长远布局,阿里正以 “兼容 - 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":1,"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/473350181580952"}
精彩评论