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华为CM384与英伟达NVL72的芯片级和系统级对比
华为CM384与英伟达NVL72的芯片级和系统级对比
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图片格式:PNG
图片大小:399KB
图片尺寸:1206*882
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所属报告:
华丰科技-公司研究报告-高速连接国产先锋受益AI短距互联-250704(40页).pdf
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相关数据
图22、GB200NVL72NVLink线缆仓及铜缆背
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行业数据
2026-07-20
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图23、GB200NVL72机柜后部NVLink铜缆线
fCDpobnnm64gfCDlhoXlrrkgfAp8Oi0tLXw6LS0tfAp8ICoq5Zu+6KGo57yW5Y+3KiogfCDlm74yMyB8CnwgKirkuqflk4Hlnovlj7cqKiB8IEdCMjAwIE5WTDcyIHwKfCAqKuWxleekuumDqOS9jSoqIHwg5py65p+c5ZCO6YOoIHwKfCAqKuWxleekuuWvueixoSoqIHwgTlZMaW5rIOmTnOe8hue6v+adnyB8CnwgKirlpIfms6jor7TmmI4qKiB8IOS4jeWQq+e6v+e8huS7kyB8CgoqKuaVsOaNruadpea6kO+8mioqIOiLseS8n+i+vuWumOe9ke+8jOWFtOS4muivgeWIuOe7j+a1juS4jumHkeiejeeglOeptumZouaVtOeQhg==
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行业数据
2026-07-20
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液冷产业链从冷源向芯片级热管理延伸
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产业链
2026-07-10
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图18、英伟达GB200NVL72机柜
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行业数据
2026-06-26
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NVIDIAGB200NVL72超节点集群组成
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行业数据
2026-06-18
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室内侧液冷循环和主要零部件示意图(以英伟达GB200NVL72液冷方案为例)
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行业数据
2026-06-12
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以GB200NVL72机柜132kW额定功率(不考虑冗余)测算液冷二次侧的BOM成本
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行业数据
2026-06-12
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以GB200NVL72机柜132kW额定功率(不考虑冗余)测算液冷一次侧的BOM成本
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行业数据
2026-06-12
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GB200NVL72服务器机架
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行业数据
2026-05-06
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华为CM384单节点的高速线模组(铜连接)示例
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行业数据
2026-04-13
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图4-222026-2030年中国企业级存储芯片消费量及增长率,单位:亿块
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自研数据
2026-03-10
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图4-262026-2030年中国车规级应用存储芯片消费量及增长率,单位:亿块
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2026-03-10
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图4-252020-2025年中国车规级应用存储芯片消费量及增长率,单位:亿块
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自研数据
2026-03-10
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图4-242026-2030年中国企业级存储芯片消费额及增长率,单位:亿元
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2026-03-10
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图4-182026-2030年中国消费级应用存储芯片消费量及增长率,单位:亿块
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自研数据
2026-03-10
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最新数据
开源模型参数规模在今年4月开始突破
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市场规模
2026-08-03
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不同任务中,推理模式相比普通模式的token消耗倍数范围
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商业模式
2026-08-03
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全球专业开发者规模(百万人)
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市场规模
2026-08-03
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中国汽车出口政策由规模导向转向高质量发展
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政策法规
2026-08-03
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营收四年CAGR近39%,8000亿规模持续创新高
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2026-08-03
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映射来看,华为的超节点方案未来亦有望采用柜内高速铜连接互联方式,相关市场规模或持续增长。根据 SemiAnalysis,华为于 25 年 4 月发布全新的超节点架构 Cloud Matrix 384(CM384),对标英伟达的 NVL72,CM384 由 384 块华为昇腾 910C 芯片构成,采用全对全拓扑结构连接,使用 5.3 倍于 NVL72 的芯片量,弥补单个 910C 相对英伟达 B 系列的性能差距,CM384 最终对应的 BF16 算力约为 NVL72 的 1.7 倍。根据 SemiAnalysis 的分析,初版 CM384 将采用全光互连(Scale up + Scale out)的方式,但因此将带来 4.1 倍于 NVL72的功耗,我们认为 CM384 仍有系统功耗、价格与稳定性的优化空间,未来或有望采取 Scale up 铜连接+Scale out 光模块的方式(同英伟达 GB200 NVL72)。我们推理的论据在于:根据华为于 25 年 3 月发布的关于未来数据中心网络架构的论文《UB-Mesh: a Hierarchically Localized nD-FullMesh Datacenter Network Architecture》(Heng Liao 等),UB-Mesh 的理念是优先考虑短距离的直接互连以最小化数据移动距离,因而在柜内 Scale up 网络中使用铜连接,根据其实验结果,机柜内 2D-FM 架构(UB-Mesh)在硬件成本低得多的情况下提供了与传统 CLOS 架构相似的训练性能。
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华丰科技-公司研究报告-高速连接国产先锋受益AI短距互联-250704(40页).pdf
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