ChatGPT Ignites Server Computing Infrastructure Sector

ChatGPT qauv kev cob qhia muaj ntau qhov kev ua haujlwm vector thiab tensor, thiab AI servers muaj qhov zoo ntawm kev ua haujlwm ntawm kev suav. Kev cob qhia tus qauv loj yuav tsum tau tsav qhov kev thov nce ntxiv rau AI server kev yuav khoom. Ib tus neeg rau zaub mov yog lub khoos phis tawj ua haujlwm siab uas ua haujlwm hauv lub network, khaws cia thiab ua haujlwm 80 feem pua ​​​​ntawm cov ntaub ntawv thiab cov ntaub ntawv hauv lub network. Yog li ntawd, nws tseem hu ua tus ntsuj plig ntawm lub network. Feem ntau, lub vev xaib server tuaj yeem yog ib lub tshuab lossis ib pawg ntawm cov tshuab, uas tuaj yeem tsim los ntawm ib leeg lossis ntau lub khoos phis tawj ua haujlwm siab. Piv rau PCs zoo tib yam, cov servers xav tau kev ruaj ntseg dua, kev ruaj ntseg, kev ua tau zoo, thiab lwm yam.

Kev lag luam sab hauv tau taw qhia tias kev siv hluav taws xob ntawm cov servers feem ntau nyob ib puag ncig 400 watts lossis ntau dua. Thaum CPU tau kub dua, cov neeg tsim khoom lag luam yuav tsum daws qhov teeb meem ntawm cov cua sov. Zhejiang Securities tau hais tias huab cua txias tau mus txog lub peev xwm qab nthab, thiab yuav tsum tau hloov kho cov kua txias txias. Nws cia siab tias qhov kev thov rau AI neeg rau zaub mov nti qib ua kua txias yuav ncav cuag kaum tawm billions ntawm yuan: qhov kwv yees thoob ntiaj teb thiab Suav AI server kua txias ua lag luam loj hauv 2025 yog 22.3-33.3 billion RMB thiab 7. {7}}.8 billion RMB.