更关键的变化在于 CPU 与 GPU 的配比演进。苏姿丰透露,传统数据中心中 CPU 与 GPU 的比例多为 1:4 或 1:8,主要作为主机节点存在。但随着智能体 AI 普及,这一比例正在向 1:1 靠拢,甚至在智能体密集部署的场景下,CPU 数量可能超过 GPU。
全球算力基础设施的竞赛主要是中美两国,美股相关上市公司的表现很大程度上映射到A股。这几天,美股存储芯片美光、闪迪连续大涨,而CPU厂商英特尔取代了英伟达成为算力芯片明星股。
但在生成式 AI 热潮兴起四年后, CPU 正在强势回归。原因在于, AI 工作负载正开始从数学密集型的模型训练,转向更为多样化的模型运行过程 , 即推理。 2026 年的重大转折点是 AI 智能体 ( AI agents ): 一种软件 ,能够利用 ...
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CPU从配角重回AI中心!多家厂商CPU库存告罄,重仓港股芯片的港股通 ...
截至14:49,A股市场震荡整理。重仓港股半导体产业、硬件含量75%——港股通信息技术ETF(513240)午后小幅拉升,其跟踪指数下跌0.69%。成分股走势分化,美图公司、峰邵科技涨超10%,建滔集团涨超5%;中芯国际跌超4%,华虹半导体跌超7%。
今天对于CPU基准测试领域来说是个值得庆祝的日子,因为标准性能评估公司(SPEC:Standard Performance Evaluation Corporation)发布了其广受欢迎的SPEC CPU基准测试套件的最新版本。这款名为SPEC ...
We may receive a commission on purchases made from links. Building your first computer is a memory worth cherishing for years, and the amount of research that goes into picking the right parts is what ...
AMD’s CES announcements include a tease about next-gen graphics cards, a new flagship desktop CPU, and a modest refresh of its processors for handheld gaming PCs. But the company’s largest ...
Learn about how TweakTown tests and reviews hardware. In the coming months, you'll be swamped with new laptop processors from AMD, Intel, and Qualcomm. Strix Point, Lunar Lake, x86 vs. Arm, integrated ...
The question of prebuilt versus custom PC is one that’s faced by nearly every PC owner at some point, be they enthusiast gamers or casual users. After all, getting a prebuilt desktop is a lot easier, ...
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