英伟达Vera Rubin：芯片到机架的极限协同

半导体产业研究02-27

产业格局：从单点突破到系统替代在AI算力需求爆发与供应链自主化双重驱动下，国产GPU进入规模化落地关键期。基于深芯盟五维模型，行业呈现生态兼容、技术纵深、场景深耕三条主线并进的竞争格局，头部企业在政务、金融、互联网等核心场景实现从“可用”到“好用”的跨越。生态兼容派：依托成熟架构快速落地以海光信息、摩尔线程为代表，通过兼容x86/CUDA生态大幅降低迁移成本。海光“CPU+DCU”双轮驱动，...

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