计算机行业深度研究报告：全球AI算力革命生态之争加速演绎

华创证券有限责...01-16

全球AI 算力革命，打响加速芯片争霸赛。1）全球智能算力需求快速增长:据中国信通院预计，2030 年全球算力规模将超过16ZFlops，其中，智能算力占比将从2023 年的63%（换算为FP32，规模为875EFlops）提升至2030 年的90%以上。2）英伟达算力布局实现领跑：据Gartner 数据，从AI 芯片类型来看，2024 年搭载GPU 的AI 服务器占比约为71%，其中，英伟达的...

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上运行的基础CUDA 编程模型，以及数百个领域特定软件库、软件开发工具包（SDK）和应用程序接口（API）。2）打破“摩尔定律”，Vera Rubin 计算平台发布。在2026 年1 月的CES 大会上，英伟达重新设计了Vera CPU、Rubin GPU、ConnectX-9 网卡、BlueField-4 DPU、NVLink-6 交换芯片、Spectrum-6 光以太网交换芯片等6 款芯片，以实现从芯片到平台各层级的极致协同。3）CUDA 成为英伟达软硬件生态的“粘合剂”：CUDA 的计算紧密依赖于英伟达的GPU 架构而进行加速，其累计下载量超过5300 万次，CUDA 生态在全球拥有500 万个开发者，4 万家公司，以及数以千计的生成式AI 公司。4）数据中心业务驱动业绩高增长：数据中心业务从2023 财年开始超越了游戏业务，成为公司业绩增长的核心动力；其在2025 财年对应收入1151.9 亿美元，同比增长142.4%，占比达88.3%。博通，AI 专用芯片领域的“隐形冠军”。 1）博通崛起，聚焦ASIC 芯片：博通以Ethernet（以太网）和PCIe 等开放标准为核心技术路线，在商用以太网交换领域占据主导地位，深度参与超大规模人工智能建设。2）硬件与软件协同，驱动博通业绩高速增长：2025 财年，博通的半导体业务收入达368.6 亿美元，占总收入比重的58%，其中AI 业务营收达到200 亿美元，同比增长65%；基础设施软件业务收入270 亿美元，受益于VCF 的广泛采用，同比增长26%。全球算力生态竞争加剧，AI 市场或趋于异构融合。1）英伟达稳居全球半导体销售榜首：世界半导体贸易统计组织（WSTS）统计，2025 年第三季度的全球半导体累计销售额达2084 亿美元，第一名英伟达收入570 亿美元。2）ASIC之争加速转向生态之争：随着AI 算力需求从“通用”向“专用”转变，科技巨头们分别对标英伟达的InfiniBand 和NVLink，成立了UCE 和UALink，以“开放互联+专用芯片”重塑市场竞争格局。3）AMD 完善生态建设，芯片性能有望大幅提升：2025 年6 月，AMD 发布的MI350 系列芯片在浮点性能上已与英伟达的B200 大致相当。AMD 计划分别于2026 年和2027 年推出MI400系列和MI500 系列，并承诺在4 年内实现1000 倍的AI 性能提升。4）大规模云厂商加强垂直整合：谷歌、Meta、亚马逊、微软等正通过自研芯片推进算力自主化，旨在降低外部依赖、优化成本结构，推动产业向专用化、定制化发展。投资建议：全球AI 算力生态竞争日趋白热化，格局重塑。在此背景下，国产算力正沿端、边、云路径加速自主化进程。A 股上市公司建议关注：寒武纪、海光信息、摩尔线程、拓维信息、浪潮信息、中科曙光、工业富联、中际旭创、新易盛、中国移动、中国电信等。美股上市公司建议关注：英伟达（NVIDIA）、博通（BROADCOM）、台积电、甲骨文（ORACLE）、超威半导体（AMD）、ARISTA 网络、戴尔科技（DELL TECHNOLOGIES）、迈威尔科技（MARVELL）、VERTIV、数字房地产信托、COREWEAVE、CREDO TECHNOLOGY、NEBIUS、超微电脑等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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计算机行业深度研究报告：全球AI算力革命 生态之争加速演绎

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计算机行业深度研究报告：全球AI算力革命生态之争加速演绎