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英伟达DGXH100-GH200-GB200架构中铜连接应用的变化趋势
英伟达DGXH100-GH200-GB200架构中铜连接应用的变化趋势
行业数据
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图片格式:PNG
图片大小:1529KB
图片尺寸:2298*1141
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所属报告:
科技行业年度策略:拥抱AI、卫星产业趋势配置核心资产-241210(47页).pdf
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相关数据
英伟达GB200和GB300液冷技术核心对比
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行业数据
2026-07-21
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GB200液冷模块
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行业数据
2026-07-21
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图21、GB200ComputeTray结构
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行业数据
2026-07-20
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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
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行业数据
2026-07-20
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英伟达GB200/G300液冷采购模式变化
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商业模式
2026-07-02
原图定位
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GB200架构示意
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行业数据
2026-07-01
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图18、英伟达GB200NVL72机柜
fCDmnLrmn5zlnovlj7cgICAgICAgfAp8LS0tLS0tLS0tLS0tLS0tLXwKfCDoi7HkvJ/ovr5HQjIwMCBOVkw3MiB8CgrotYTmlpnmnaXmupDvvJpTVVBFUk1JQ1JP77yM5YW05Lia6K+B5Yi457uP5rWO5LiO6YeR6J6N56CU56m26Zmi5pW055CG
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行业数据
2026-06-26
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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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英伟达GB200内部用18颗NVSwitch连接72个B200
fCDnu4Tku7YgICAgICAgfCDmlbDph48gICB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS18CnwgR0IyMDAgICAgICB8IDEgICAgICB8CnwgTlZTd2l0Y2ggICB8IDE46aKXICAgfAp8IEIyMDAgICAgICAgfCA3MuS4qiAgIHwKCui1hOaWmeadpea6kO+8mlNlbWlBbmFseXNpc++8jOWNjuazsOeglOeptg==
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行业数据
2026-05-25
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英伟达DGXH100/H200服务器配置
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行业数据
2026-05-06
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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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SupremeRAIDrM 维持超过 200 GB/s,而 Linux MD降至~13 GB/s,这是一个会阻碍整个GPU集群的瓶颈
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行业数据
2026-04-28
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2026-07-30
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选方案。回顾英伟达服务器架构的变化,从 DGX H100 到 GH200 再到 GB200,呈现出明显的“铜进”趋势。我们认为,随着 GPU 单卡算力升级,对传输带宽要求也同步提升,同时机柜集成度增加、算力密度增加,也缩短了传输距离,在机柜内短距传输场景中,铜连接能够以较低的成本、更低的功耗实现与光连接相近的高速传输能力,且经由屏蔽设计的铜缆相比 PCB 连接能提供更优异的传输信号完整性和抗电磁干扰性。综合来看,高速铜连接在现代AI集群短距传输中优势凸显,我们判断未来机柜内部铜连接应用仍将呈增长趋势,且随着集群密度的进一步提升,机柜间亦有望增加铜连接的使用。
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