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class=\"wp-block-paragraph\">\u5728\u6700\u8fd1\u63a5\u53d7 CNBC \u91c7\u8bbf\u65f6\uff0c\u7f8e\u5149\u9996\u5e2d\u6267\u884c\u5b98 Sanjay Mehrotra \u5411\u5e02\u573a\u4f20\u9012\u4e86\u4e00\u4e2a\u660e\u786e\u7684\u4fe1\u606f\uff1a\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5185\u5b58\u9700\u6c42\u4ec5\u5904\u4e8e\u201c\u5f00\u5c40\u9636\u6bb5\u201d\u3002\u73b0\u4ee3 AI \u52a0\u901f\u5668\u9700\u8981\u5de8\u5927\u7684\u5185\u5b58\u5e26\u5bbd\u2014\u2014\u6bcf\u53f0\u8bbe\u5907\u9ad8\u8fbe\u6bcf\u79d2 8 TB\u2014\u2014\u8fd9\u53ea\u6709\u5148\u8fdb\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u624d\u80fd\u63d0\u4f9b\u3002\u56e0\u6b64\uff0cAI \u8bad\u7ec3\u548c\u63a8\u7406\u76ee\u524d\u5360 HBM \u603b\u9700\u6c42\u7684 55% \u4ee5\u4e0a\u3002\u968f\u7740\u63a8\u7406\u548c Token \u9700\u6c42\u7684\u589e\u957f\uff0c\u5bf9\u66f4\u9ad8\u5bb9\u91cf\u548c\u66f4\u9ad8\u6027\u80fd\u5185\u5b58\u7684\u9700\u6c42\u4e5f\u5c06\u968f\u4e4b\u589e\u52a0\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\">\u4f9b\u5e94\u65b9\u9762\u7684\u540e\u679c\u662f\u4e25\u91cd\u7684\u3002\u7f8e\u5149\u5df2\u786e\u8ba4\u5176 2026 \u5e74\u5168\u5e74\u7684 HBM \u4ea7\u80fd\u5df2\u5168\u90e8\u552e\u7f44\u3002\u6b64\u5916\uff0c\u884c\u4e1a\u5206\u6790\u5e08\u9884\u8ba1\uff0c\u5230 2027 \u5e74\uff0c\u66f4\u5e7f\u6cdb\u7684\u5e02\u573a\u53ef\u80fd\u53ea\u80fd\u6ee1\u8db3\u7ea6 60% \u7684 DRAM \u9700\u6c42\u3002Mehrotra \u5f3a\u8c03\uff0c\u8003\u8651\u5230\u5efa\u8bbe\u65b0\u6676\u5706\u5382\u6240\u9700\u7684\u6d77\u91cf\u8d44\u91d1\u548c\u65f6\u95f4\uff0c\u8fd9\u79cd\u4f9b\u5e94\u7d27\u7f29\u5728 2028 \u5e74\u4e4b\u524d\u4e0d\u592a\u53ef\u80fd\u7f13\u89e3\u3002\u5373\u5c06\u63a8\u51fa\u7684\u5e73\u53f0\uff08\u5982 NVIDIA \u7684 Vera Rubin \u548c AMD \u7684 Instinct MI400\uff09\u9884\u8ba1\u5c06\u91c7\u7528 HBM4\uff0c\u8fd9\u5c06\u628a\u5e26\u5bbd\u548c\u5bb9\u91cf\u9700\u6c42\u63a8\u5411\u65b0\u9ad8\u5ea6\uff0c\u5e76\u8fdb\u4e00\u6b65\u52a0\u5267\u4f9b\u5e94\u7d27\u5f20\u3002    <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>MU \u6295\u8d44\u5efa\u8bae\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">\u5c3d\u7ba1\u7ecf\u5386\u4e86\u60ca\u4eba\u7684 600% \u6da8\u5e45\uff0c\u7f8e\u5149\u4ecd\u7136\u662f\u4e00\u4e2a\u6781\u5177\u5438\u5f15\u529b\u7684\u4e70\u5165\u6807\u7684\u3002\u8be5\u80a1\u76ee\u524d\u7684\u4f30\u503c\u5e76\u672a\u5b8c\u5168\u4f53\u73b0\u5373\u5c06\u5230\u6765\u7684\u4f9b\u5e94\u77ed\u7f3a\u7684\u6301\u7eed\u65f6\u95f4\u548c\u89c4\u6a21\u3002\u9274\u4e8e\u516c\u53f8 2026 \u5e74\u7684 HBM \u4ea7\u80fd\u5df2\u552e\u7f44\u4e14\u9700\u6c42\u6301\u7eed\u52a0\u901f\uff0c\u57fa\u672c\u9762\u652f\u6301\u4f30\u503c\u500d\u6570\u7684\u8fdb\u4e00\u6b65\u6269\u5f20\u3002\u90e8\u5206\u5206\u6790\u5e08\u5df2\u5c06\u76ee\u6807\u4ef7\u5b9a\u4e3a 1,000 \u7f8e\u5143\uff0c\u8fd9\u53cd\u6620\u4e86\u591a\u5e74\u8d85\u7ea7\u5468\u671f\u7684\u73b0\u5b9e\uff1a\u5185\u5b58\u751f\u4ea7\u6839\u672c\u65e0\u6cd5\u8ddf\u4e0a AI \u9a71\u52a8\u7684\u9700\u6c42\u6b65\u4f10\u3002   <\/p>\n\n<h2 class=\"wp-block-heading\">\u535a\u901a\u5728\u5b9a\u5236\u82af\u7247\u9886\u57df\u7684\u7edf\u6cbb\u5730\u4f4d<\/h2>\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u8bf4\u5185\u5b58\u662f\u74f6\u9888\uff0c\u90a3\u4e48\u5b9a\u5236\u82af\u7247\u5c31\u662f\u672a\u6765\u7684\u67b6\u6784\u3002\u535a\u901a\uff08AVGO\uff09\u672c\u5468\u521b\u4e0b 431.67 \u7f8e\u5143\u7684 52 \u5468\u65b0\u9ad8\uff0c\u53cd\u6620\u4e86\u5176\u5728\u5b9a\u5236 AI \u82af\u7247\u5e02\u573a\u7684\u9886\u5148\u5730\u4f4d\u3002\u8be5\u516c\u53f8\u5df2\u4e0e\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u548c AI \u5148\u9a71\u8fbe\u6210\u4e86\u5927\u89c4\u6a21\u7684\u957f\u671f\u534f\u8bae\uff0c\u5305\u62ec Alphabet\u3001Meta Platforms\u3001Anthropic \u548c OpenAI\u3002\u968f\u7740\u79d1\u6280\u5de8\u5934\u5bfb\u6c42\u51cf\u5c11\u5bf9\u73b0\u6210 GPU \u7684\u4f9d\u8d56\uff0c\u5e76\u9488\u5bf9\u7279\u5b9a\u7684 AI 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class=\"wp-block-paragraph\">\u535a\u901a\u7684\u6267\u884c\u529b\u65e0\u61c8\u53ef\u51fb\uff0c\u5e76\u5728\u5b9a\u5236\u82af\u7247\u9886\u57df\u62e5\u6709\u51e0\u4e4e\u65e0\u6cd5\u903e\u8d8a\u7684\u62a4\u57ce\u6cb3\u3002\u7136\u800c\uff0c\u8be5\u80a1\u5728\u8fc7\u53bb 12 \u4e2a\u6708\u5185 115% \u7684\u98d9\u5347\u5df2\u900f\u652f\u4e86\u5927\u91cf\u7684\u672a\u6765\u589e\u957f\u3002\u6295\u8d44\u8005\u5e94\u7ef4\u6301\u73b0\u6709\u4ed3\u4f4d\u4ee5\u83b7\u53d6\u957f\u671f\u7684\u884c\u4e1a\u5229\u597d\uff0c\u4f46\u5728\u6295\u5165\u65b0\u8d44\u91d1\u4e4b\u524d\uff0c\u5e94\u7b49\u5f85\u66f4\u5e7f\u6cdb\u7684\u5e02\u573a\u76d8\u6574\u3002  <\/p>\n\n<h2 class=\"wp-block-heading\">Palantir \u6096\u8bba\uff1a\u5f53\u5b8c\u7f8e\u8fd8\u4e0d\u591f\u65f6<\/h2>\n\n<p 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