80%利润 NVIDIA顶级AI显卡B200成本分析：HBM占了一半

快科技2025-12-13

快科技12月13日消息，虽然H200显卡可以对国内出口了，但是它已经不是NVIDIA顶级的AI显卡了，目前的主力之一是B200，有2颗GB100核心组成，台积电4NP工艺生产。B200显卡不仅使用了先进工艺，还用上了CoWoS封装，那成本到底如何呢？EPOCH.AI日前做了一次分析，将这块显卡按照不同结构的成本做了对比。首先是逻辑核心，也就是GPU本身的部分，这部分成本比想象中要低，在720到...

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