国金证券-电子行业周报：GB300开始出货，继续看好AI~PCB及核心算力硬件-250706

市场资讯2025-07-06

（转自：研报虎）电子周观点：　　GB300开始出货，继续看好AI-PCB及核心算力硬件。7月3日，美国CoreWeave公司在官网宣布，已收到市场上首个英伟达GB300NVL72，PowerEdge XE9712服务器是戴尔公司基于Nvidia GB300NVL72，专门为推理任务设计的AI服务器，具备高效能、高密度加速技术，能提供50倍的AI推理输出并提升5倍的吞吐量，适用于大规模AI部署的...

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