国海计算机 | 英伟达GTC前瞻：或将推出LPU核心AI推理系统——计算机事件点评

计算机熹视角03-09

事件：2026年3月5日，CIME国际液冷散热技术公众号指出：英伟达计划于3月16日开幕的 GTC大会上推出一款全新AI 推理芯片系统，核心芯片预计融合英伟达此前收购的Groq的LPU架构技术。投资要点：英伟达GTC 2026即将召开，或将推出LPU核心整机推理系统英伟达GTC 2026大会将于3月16日至19日在加利福尼亚州圣何塞召开。本届大会的核心议程预计将涵盖多项前沿技术发布，包括新一代AI...

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推理芯片系统，核心芯片预计融合英伟达此前收购的Groq的LPU架构技术。投资要点：英伟达GTC 2026即将召开，或将推出LPU核心整机推理系统英伟达GTC 2026大会将于3月16日至19日在加利福尼亚州圣何塞召开。本届大会的核心议程预计将涵盖多项前沿技术发布，包括新一代AI加速芯片如Vera Rubin平台及首发搭载台积电1.6纳米制程的下一代核心芯片Feynman、Agent系统、CUDA架构、高性能推理、物理AI以及量子计算等关键领域的最新进展。CIME国际液冷散热技术公众号进一步指出GTC大会上推出的全新AI推理系统，核心芯片为专为推理优化的新芯片，芯片底层为英伟达此前收购的Groq团队开发的LPU架构。系统将为整机架级推理方案，单机架可能搭载256个LPU单元，分布于32个服务器托盘之上，每个托盘配置8颗LPU芯片，整体面向规模化、低延迟推理场景。Decode时延决定推理体验，Groq LPU适配推理场景在推理过程中，模型需经历两阶段：1）pre-fill阶段：处理用户输入2）decode阶段：逐Token生成输出结果。实际影响用户推理体验的关键在于decode阶段的生成速度与延迟。而在基于GPU的推理架构中，大量模型参数存放于HBM中，计算核心与HBM之间需要进行频繁数据搬运，影响模型decode阶段的时效性。而Groq LPU专为推理加速设计，其采用离计算核心更近的存储单元SRAM来存储模型参数，230MB片上SRAM可提供高达80TB/s的内存带宽，这使其数据处理速度远超GPU架构。同时，Groq采用分布式推理策略：建立千卡互联集群，每张卡仅存储并计算模型的一小部分，最后聚合输出，从而更好地适配低延迟推理场景。算力需求向推理侧转移，国产芯片迎来确定性机遇随着Agent应用爆发，全球算力需求结构正发生明显变化，市场重心从训练转向推理。据彭博社，2025年训练成本占大型云计算公司数据中心支出的40+%，但到2032年，这一比例将降至14%左右。IDC同样指出，到2028年，中国非GPU服务器的市场规模占比将逼近50%，结构转型趋势明确。海外多家模型厂正达成大规模推理芯片订单，如：OpenAI与Cerebras签署数十亿美元推理优化芯片订单，Anthropic 、Meta分别与谷歌签订210亿美元、数十亿美元TPU合作协议，Meta与AMD达成大规模推理芯片合作。同时，国产模型也正加速转向本土算力方案，如DeepSeek V4，其发布策略明确优先适配升腾、寒武纪等国产计算平台。我们认为国内推理基础设施市场建设或已进入加速期，国内AI芯片厂商有望迎来广阔增长机遇。行业评级及投资策略：随着大模型加速进化、Agent应用大规模普及，推理端市场需求有望进一步释放，我们认为国内推理基础设施市场建设或已进入加速期，相关AI芯片、硬件及服务公司增长前景广阔。基于此，我们维持对计算机行业“推荐”评级。重点关注个股：1）AI芯片：海光信息、寒武纪、芯原股份、沐曦股份、摩尔线程、壁仞科技、天数智芯；2）CPU：海光信息、龙芯中科、中国长城（飞腾信息）；3）连接：澜起科技、盛科通信、锐捷网络、华工科技、华丰科技；4）服务器：中科曙光、浪潮信息、华勤技术、紫光股份、工业富联、软通动力、神州数码、中兴通讯、中国长城；5）液冷：曙光数创、英维克、飞荣达、鼎通科技、高澜股份等。风险提示：宏观经济影响下游需求；AI发展不及预期；AI应用发展存在法律法规等不确定性；市场竞争加剧；中美博弈加剧；国内AI产业中小模型较多使得技术路线趋同；重点关注公司业绩不及预期。证券研究报告《英伟达GTC前瞻：或将推出LPU核心AI推理系统——计算机事件点评》对外发布时间：2026年3月8日发布机构：国海证券股份有限公司本报告分析师：刘熹SAC编号：S0350523040001本报告联系人：谢婧茹SAC编号：S0350125070015重要声明本公众号推送观点和信息仅供国海证券股份有限公司（下称“国海证券”）研究服务客户参考，完整的投资观点应以国海证券研究所发布的完整报告为准。若您非国海证券研究服务客户，为控制投资风险，请取消订阅、接受或使用本公众号中的任何信息。本公众号难以设置访问权限，若给您造成不便，敬请谅解。国海证券不会因订阅本公众号的行为或者收到、阅读本公众号推送内容而视相关人员为客户。本公众号不是国海证券的研究报告发布平台，只是转发国海证券已发布研究报告的部分观点，订阅者有可能会因缺乏对完整报告的了解或缺乏相关的解读而对资料中的关键假设、评级、目标价等内容产生理解上的歧义，应以国海证券研究所发布的完整报告为准，且须寻求专业人士的指导及解读。本公众号及国海证券研究报告所载资料的来源及观点的出处皆被国海证券认为可靠，但国海证券不对其可靠性、准确性、时效性或完整性做出任何保证。本微信号推送内容仅反映国海证券研究人员于发出完整报告当日的判断，本公众号所载的资料、意见及推测有可能因发布日后的各种因素变化而不再准确或失效，国海证券不承担更新不准确或过时的资料、意见及推测的义务，在对相关信息进行更新时亦不会另行通知。在任何情况下，本公众号所载信息、意见不构成对任何人的投资建议，所述证券或金融工具买卖的出价或征价，评级、目标价、估值、盈利预测等分析判断亦不构成对具体证券或金融工具在具体价位、具体时点、具体市场表现的投资建议。对任何直接或间接使用本公众号所载信息和内容或者据此进行投资所造成的任何一切后果或损失，国海证券及/或其关联人员均不承担任何形式的法律责任。本微信号及其推送内容的版权归国海证券所有，国海证券对本微信号及其推送内容保留一切法律权利。未经国海证券事先书面许可，任何机构或个人不得以任何形式转载、翻版、复制、刊登、发表、修改、仿制或引用本订阅号中的内容，否则将承担相应的法律责任，国海证券就此保留一切法律权利。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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