华泰证券：AI芯片乘风而起 B端应用落地才是制胜关键

智通财经2023-09-25

智通财经APP获悉，华泰证券发布研报称，人工智能风继续吹，AI芯片乘风而起，随着更复杂和多元模型不断涌现，高算力的AI芯片将充分受惠。但B端应用落地才是制胜关键，因此，本轮AI热潮能否持续将取决于B端的大规模应用落地。AI芯片竞争越趋白热化，训练端“一超多强”，推理端百花齐放。在AI训练端，英伟达的高算力GPU一直为首选。该行认为只有少数AI芯片能与其匹敌，如谷歌TPU和AMD MI300系列。当...

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