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\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u4ea4\u6613\u7684\u70ed\u5ea6\u4f9d\u7136\u4e0d\u51cf\u3002\u5728\u82f1\u4f1f\u8fbe\uff08NVIDIA\uff09\u521b\u4e0b 816 \u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u6027\u5b63\u5ea6\u8425\u6536\u540e\uff0c\u5e02\u573a\u7126\u70b9\u5df2\u6fc0\u8fdb\u5730\u8f6c\u5411\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u8d44\u672c\u652f\u51fa\u8d85\u7ea7\u5468\u671f\u7684\u6b21\u8981\u53d7\u76ca\u8005\u30025 \u6708 22 \u65e5\u5468\u4e94\uff0c\u8fd9\u79cd\u8f6e\u52a8\u4fc3\u4f7f\u6234\u5c14\u79d1\u6280\uff08Dell Technologies\uff09\u548c Marvell Technology \u53cc\u53cc\u5b9e\u73b0\u5de8\u5927\u7a81\u7834\uff0c\u534e\u5c14\u8857\u5206\u6790\u5e08\u7eb7\u7eb7\u5728\u4e0b\u5468\u5173\u952e\u8d22\u62a5\u5927\u8003\u524d\u4e0a\u8c03\u5176\u76ee\u6807\u4ef7\u3002 <\/p>\n\n

\u6234\u5c14\u79d1\u6280\u5728\u5468\u4e94\u7684\u4ea4\u6613\u4e2d\u60ca\u4eba\u5730\u98d9\u5347\u4e86 15% \u81f3 16%\uff0c\u521b\u4e0b 291.17 \u7f8e\u5143\u7684 52 \u5468\u65b0\u9ad8\uff0c\u9886\u6da8\u6574\u4e2a\u6807\u666e 500 \u6307\u6570\u3002\u4e0e\u6b64\u540c\u65f6\uff0cMarvell Technology \u521b\u4e0b\u4e86 2026 \u5e74\u7684\u7b2c 15 \u4e2a\u5386\u53f2\u65b0\u9ad8\uff0c\u89e6\u53ca 190.69 \u7f8e\u5143\uff0c\u4f7f\u5176\u5e74\u521d\u81f3\u4eca\u7684\u6da8\u5e45\u8fbe\u5230\u60ca\u4eba\u7684 125%\u3002 <\/p>\n\n

\u8fd9\u4e9b\u5e76\u975e\u6295\u673a\u6027\u66b4\u6da8\uff0c\u800c\u662f\u7531\u65e0\u53ef\u8fa9\u9a73\u7684\u6570\u636e\u4e2d\u5fc3\u79ef\u538b\u8ba2\u5355\u4ee5\u53ca\u5e02\u573a\u610f\u8bc6\u5230 AI \u5efa\u8bbe\u6b63\u5728\u52a0\u901f\u800c\u975e\u8fdb\u5165\u5e73\u53f0\u671f\u6240\u9a71\u52a8\u7684\u7ed3\u6784\u6027\u91cd\u4f30\u3002<\/p>\n\n

\u6234\u5c14 430 \u4ebf\u7f8e\u5143\u7684\u670d\u52a1\u5668\u79ef\u538b\u8ba2\u5355<\/h3>\n\n

\u5728\u8fc7\u53bb\u7684 12 \u4e2a\u6708\u91cc\uff0c\u6234\u5c14\u79d1\u6280\u7684\u770b\u6da8\u903b\u8f91\u53d1\u751f\u4e86\u620f\u5267\u6027\u7684\u6f14\u53d8\u3002\u6234\u5c14\u66fe\u88ab\u4e3b\u8981\u89c6\u4e3a\u4e00\u5bb6\u62e5\u6709\u7a33\u5065\u4f46\u5e73\u6de1\u7684\u4f01\u4e1a\u7ea7\u670d\u52a1\u5668\u4e1a\u52a1\u7684\u4f20\u7edf PC \u5236\u9020\u5546\uff0c\u800c\u73b0\u5728\u5df2\u8f6c\u578b\u4e3a\u9996\u5c48\u4e00\u6307\u7684 AI \u57fa\u7840\u8bbe\u65bd\u5408\u4f5c\u4f19\u4f34\u3002 <\/p>\n\n

\u5468\u4e94\u5927\u5e45\u98d9\u5347\u7684\u50ac\u5316\u5242\u662f\u8fd1\u671f\u6234\u5c14\u79d1\u6280\u4e16\u754c\u5927\u4f1a\uff08Dell Technologies World\uff09\u5e26\u6765\u7684\u52a8\u80fd\u4ee5\u53ca\u4e00\u6ce2\u6fc0\u8fdb\u7684\u5206\u6790\u5e08\u8bc4\u7ea7\u4e0a\u8c03\u3002\u534e\u5c14\u8857\u76ee\u524d\u6b63\u9884\u671f\u5b9a\u4e8e 5 \u6708 28 \u65e5\u53d1\u5e03\u7684 2027 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u5c06\u8868\u73b0\u5f3a\u52b2\u3002\u5206\u6790\u5e08\u5df2\u5c06\u76ee\u6807\u4ef7\u4e0a\u8c03\u81f3 290 \u7f8e\u5143\u81f3 300 \u7f8e\u5143\u533a\u95f4\uff0c\u7406\u7531\u662f\u6234\u5c14\u62e5\u6709\u9ad8\u8fbe 430 \u4ebf\u7f8e\u5143\u7684 AI \u670d\u52a1\u5668\u79ef\u538b\u8ba2\u5355\u3002 <\/p>\n\n

\u79ef\u538b\u8ba2\u5355\u662f\u6838\u5fc3\u6307\u6807\u3002\u968f\u7740\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u548c\u4f01\u4e1a\u5ba2\u6237\u4e89\u76f8\u83b7\u53d6\u82f1\u4f1f\u8fbe\u7684 Blackwell \u548c Rubin \u67b6\u6784\uff0c\u4ed6\u4eec\u9700\u8981\u6234\u5c14\u63d0\u4f9b\u7684\u5148\u8fdb\u51b7\u5374\u3001\u7535\u529b\u8f93\u9001\u548c\u673a\u67b6\u7ea7\u96c6\u6210\u3002\u672c\u5468\u65e9\u4e9b\u65f6\u5019\u5ba3\u5e03\u7684\u6234\u5c14 AI \u5de5\u5382\uff08AI Factory\uff09\u8fdb\u5c55\u8868\u660e\uff0c\u8be5\u516c\u53f8\u6b63\u6709\u6548\u7f29\u5c0f\u4f01\u4e1a AI \u613f\u666f\u4e0e\u7269\u7406\u6267\u884c\u4e4b\u95f4\u7684\u5dee\u8ddd\u3002 <\/p>\n\n

\u5bf9\u4e8e\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5e02\u573a\u5171\u8bc6\u9884\u671f\u8425\u6536\u5c06\u8d85\u8fc7 280 \u4ebf\u7f8e\u5143\uff0c\u6bcf\u80a1\u6536\u76ca\u7ea6\u4e3a 3.00 \u7f8e\u5143\u3002\u7136\u800c\uff0c\u975e\u5b98\u65b9\u9884\u671f\uff08whisper numbers\uff09\u660e\u663e\u66f4\u9ad8\u3002\u5e02\u573a\u62bc\u6ce8\u6234\u5c14\u7684\u4f01\u4e1a\u5ba2\u6237\u7fa4\u2014\u2014\u8fd9\u4e9b\u5ba2\u6237\u5728 AI \u91c7\u7528\u65b9\u9762\u5386\u6765\u843d\u540e\u4e8e\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u2014\u2014\u7ec8\u4e8e\u5f00\u59cb\u987a\u5e94\u8d8b\u52bf\uff0c\u5927\u89c4\u6a21\u8ba2\u8d2d AI \u670d\u52a1\u5668\u3002 <\/p>\n\n

Marvell \u5728\u5b9a\u5236\u82af\u7247\u9886\u57df\u7684\u7edf\u6cbb\u5730\u4f4d<\/h3>\n\n

\u5982\u679c\u8bf4\u6234\u5c14\u63d0\u4f9b\u7684\u662f\u7269\u7406\u670d\u52a1\u5668\u57fa\u7840\u8bbe\u65bd\uff0c\u90a3\u4e48 Marvell Technology \u63d0\u4f9b\u7684\u5219\u662f\u4f7f\u5206\u5e03\u5f0f AI \u8bad\u7ec3\u6210\u4e3a\u53ef\u80fd\u7684\u5173\u952e\u8fde\u63a5\u7ebd\u5e26\u548c\u5b9a\u5236\u82af\u7247\u3002<\/p>\n\n

Marvell \u5c06\u4e8e 5 \u6708 27 \u65e5\uff08\u5373\u6234\u5c14\u8d22\u62a5\u53d1\u5e03\u524d\u4e00\u5929\uff09\u516c\u5e03\u5176 2027 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u3002\u8be5\u516c\u53f8\u6b64\u524d\u5df2\u7ed9\u51fa\u7ea6 24.0 \u4ebf\u7f8e\u5143\u7684\u8425\u6536\u6307\u5f15\uff0c\u4ee3\u8868 27% \u7684\u73af\u6bd4\u589e\u957f\u7387\u3002\u4f46\u4e0e\u6234\u5c14\u4e00\u6837\uff0c\u672a\u6765\u7684\u4e1a\u7ee9\u6307\u5f15\u624d\u662f\u771f\u6b63\u7684\u5e02\u573a\u9a71\u52a8\u529b\u3002 <\/p>\n\n

\u672c\u5468\uff0c\u5206\u6790\u5e08\u4eec\u4e89\u5148\u6050\u540e\u5730\u8c03\u9ad8 Marvell \u7684\u8bc4\u7ea7\u3002\u5965\u672c\u6d77\u9ed8\uff08Oppenheimer\uff09\u5c06\u5176\u76ee\u6807\u4ef7\u4e0a\u8c03\u81f3 200 \u7f8e\u5143\uff0c\u7406\u7531\u662f Marvell \u7ba1\u7406\u5c42\u9884\u89c1 2026 \u65e5\u5386\u5e74\u8425\u6536\u5c06\u8fbe\u5230 110 \u4ebf\u7f8e\u5143\uff0c2027 \u5e74\u5c06\u8d85\u8fc7 150 \u4ebf\u7f8e\u5143\u3002\u5bcc\u56fd\u94f6\u884c\uff08Wells Fargo\uff09\u5c06\u5176\u76ee\u6807\u4ef7\u4e0a\u8c03\u81f3 195 \u7f8e\u5143\u3002 <\/p>\n\n

\u8fd9\u91cc\u7684\u6295\u8d44\u903b\u8f91\u662f\u53cc\u91cd\u7684\uff1a\u7f51\u7edc\u548c\u5b9a\u5236\u8ba1\u7b97\u3002\u968f\u7740 AI \u96c6\u7fa4\u89c4\u6a21\u4ece\u6570\u4e07\u4e2a GPU \u6269\u5c55\u5230\u6570\u5341\u4e07\u4e2a\uff0c\u4fdd\u6301\u6570\u636e\u4f9b\u5e94\u6240\u9700\u7684\u5149\u4e92\u8fde\u548c\u7f51\u7edc\u82af\u7247\u6210\u4e3a\u4e86\u4e3b\u8981\u74f6\u9888\u3002Marvell \u5728\u8fd9\u4e00\u7535\u5149\u6280\u672f\u9886\u57df\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u3002\u6b64\u5916\uff0c\u968f\u7740\u4e9a\u9a6c\u900a\u3001\u8c37\u6b4c\u548c\u5fae\u8f6f\u7b49\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u8d8a\u6765\u8d8a\u591a\u5730\u8bbe\u8ba1\u81ea\u5df1\u7684\u5b9a\u5236 AI \u52a0\u901f\u5668\uff08ASIC\uff09\u4ee5\u51cf\u5c11\u5bf9\u82f1\u4f1f\u8fbe\u7684\u4f9d\u8d56\uff0cMarvell \u4f5c\u4e3a\u9996\u5c48\u4e00\u6307\u7684\u5546\u4e1a\u82af\u7247\u5408\u4f5c\u4f19\u4f34\uff0c\u6b63\u534f\u52a9\u4ed6\u4eec\u5c06\u8fd9\u4e9b\u8bbe\u8ba1\u63a8\u5411\u5e02\u573a\u3002 <\/p>\n\n

\u4ea4\u6613\u7b56\u7565\uff1a\u4e0b\u5468\u5e03\u5c40<\/h3>\n\n

\u6234\u5c14\u548c Marvell \u4e0b\u5468\u8d22\u62a5\u7684\u4ea4\u6c47\uff0c\u5c06\u6210\u4e3a\u4e8c\u7ea7 AI \u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u903b\u8f91\u7684\u7ec8\u6781\u538b\u529b\u6d4b\u8bd5\u3002<\/p>\n\n

\u6234\u5c14 \u2014 \u4e70\u5165\uff1a<\/strong> \u5c3d\u7ba1\u5468\u4e94\u98d9\u5347\u4e86 16%\uff0c\u4f46\u4e0e\u7eaf\u534a\u5bfc\u4f53\u80a1\u76f8\u6bd4\uff0c\u6234\u5c14\u7684\u4f30\u503c\u4ecd\u7136\u5408\u7406\u3002\u5982\u679c\u516c\u53f8\u786e\u8ba4\u4e86 430 \u4ebf\u7f8e\u5143\u7684\u79ef\u538b\u8ba2\u5355\u5e76\u4e0a\u8c03\u5168\u5e74\u6307\u5f15\uff0c\u80a1\u4ef7\u6709\u7a7a\u95f4\u7a81\u7834 300 \u7f8e\u5143\u3002\u7531 \u201cAI PC\u201d \u9a71\u52a8\u7684 PC \u6362\u673a\u5468\u671f\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5c1a\u672a\u5b8c\u5168\u5b9a\u4ef7\u7684\u6b21\u8981\u5229\u597d\u56e0\u7d20\u3002 <\/p>\n\n

MRVL \u2014 \u4e70\u5165\uff1a<\/strong> \u8fdc\u671f\u5e02\u76c8\u7387\u8d85\u8fc7 60 \u500d\uff0cMarvell \u5e76\u4e0d\u4fbf\u5b9c\u3002\u7136\u800c\uff0c\u8fd9\u79cd\u89c4\u6a21\u7684\u589e\u957f\u2014\u2014\u7279\u522b\u662f\u8425\u6536\u4ece 110 \u4ebf\u7f8e\u5143\u8dc3\u5347\u81f3 150 \u4ebf\u7f8e\u5143\u7684\u9884\u671f\u2014\u2014\u8bc1\u660e\u4e86\u5176\u6ea2\u4ef7\u7684\u5408\u7406\u6027\u3002\u8be5\u516c\u53f8\u5904\u4e8e\u72ec\u7279\u5730\u4f4d\uff0c\u65e2\u80fd\u4ece\u82f1\u4f1f\u8fbe\u751f\u6001\u7cfb\u7edf\uff08\u901a\u8fc7\u7f51\u7edc\uff09\u4e2d\u53d7\u76ca\uff0c\u4e5f\u80fd\u4ece\u975e\u82f1\u4f1f\u8fbe\u751f\u6001\u7cfb\u7edf\uff08\u901a\u8fc7\u5b9a\u5236\u82af\u7247\uff09\u4e2d\u83b7\u5229\u3002 <\/p>\n\n

HPQ (\u60e0\u666e\u516c\u53f8) \u2014 \u6301\u6709\uff1a<\/strong> \u60e0\u666e\u5468\u4e94\u968f\u6234\u5c14\u8054\u52a8\u4e0a\u6da8\uff0c\u4f46\u6295\u8d44\u8005\u5e94\u4fdd\u6301\u8c28\u614e\u3002\u60e0\u666e\u7f3a\u4e4f\u6234\u5c14\u90a3\u6837\u5e9e\u5927\u7684\u4f01\u4e1a\u7ea7 AI \u670d\u52a1\u5668\u4e1a\u52a1\u3002\u867d\u7136\u5b83\u5c06\u53d7\u76ca\u4e8e AI PC \u6362\u673a\u5468\u671f\uff0c\u4f46\u5b83\u4e0d\u5177\u5907\u76f8\u540c\u7684\u6570\u636e\u4e2d\u5fc3\u6760\u6746\u4f5c\u7528\u3002\u5728\u914d\u7f6e\u8d44\u91d1\u524d\uff0c\u8bf7\u7b49\u5f85\u5176\u8d22\u62a5\u4ee5\u786e\u8ba4 PC \u9700\u6c42\u3002 <\/p>\n\n

AI \u4ea4\u6613\u5df2\u7ecf\u6cdb\u5316\u3002\u8fd9\u4e0d\u518d\u4ec5\u4ec5\u5173\u4e4e\u82af\u7247\uff0c\u8fd8\u5173\u4e4e\u673a\u67b6\u3001\u51b7\u5374\u3001\u5149\u7f06\u548c\u5b9a\u5236\u82af\u7247\u3002\u4e0b\u5468\uff0c\u6234\u5c14\u548c Marvell \u6709\u673a\u4f1a\u8bc1\u660e\u57fa\u7840\u8bbe\u65bd\u8d85\u7ea7\u5468\u671f\u624d\u521a\u521a\u5f00\u59cb\u3002 <\/p>\n\n

__________________________________________________<\/p>\n\n

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