广发证券：英伟达(NVDA.US)新平台加强Agent应用竞争力 AI推理驱动存储周期持续向上

智通财经03-19

智通财经APP获悉，广发证券发布研报称，英伟达(NVDA.US)在GTC展示Vera RubinPOD，此次重点加强针对Agent应用在集群化算力和推理算力产品线的竞争力。AI的进击时刻，模型创新与CAPEX筑基，AI产业链协同发展;AI推理驱动存储周期持续向上，扩产与升级同发力。建议关注产业链核心受益标的。广发证券主要观点如下：英伟达发布Vera Rubin POD平台根据英伟达官网，2026年...

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Strengthens Agent Application Competitiveness AI Inference-Driven Storage Cycle Continues to Upward","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDQ":0.6,"NVDG":0.6,"NVDY":0.6,"NVDW":0.6,"NVD":0.6,"NVDA":1.96,"NVD2.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVDS":0.6,"2NVD.UK":0.6,"NVDU":0.6,"ANV":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDS.UK":0.6,"DIPS":0.6,"NVII":0.6,"NVIW.SI":0.6},"content_text":"智通财经APP获悉，广发证券发布研报称，英伟达(NVDA.US)在GTC展示Vera RubinPOD，此次重点加强针对Agent应用在集群化算力和推理算力产品线的竞争力。AI的进击时刻，模型创新与CAPEX筑基，AI产业链协同发展;AI推理驱动存储周期持续向上，扩产与升级同发力。建议关注产业链核心受益标的。广发证券主要观点如下：英伟达发布Vera Rubin POD平台根据英伟达官网，2026年3月16日，英伟达在GTC展示Vera RubinPOD，包括5个专为Agentic AI工作负载打造的全新机架级系统。由于Agentic工作负载对高吞吐量、极低延迟的推理、密集的CPU沙箱和庞大的上下文内存存储提出更高要求，英伟达此次重点加强针对Agent应用在集群化算力和推理算力产品线的竞争力。Vera Rubin POD主要分为两种机架：(1)MGXNVL机架：即VeraRubin NVL72，机架内部通过NVLink互连，承担核心GPU计算任务;(2)MGXETL机架：包括Groq3 LPX机架、Vera CPU机架、BlueField-4 STX存储机架和Spectrum-6 SPX网络机架，这些机架均通过SpectrumX以太网或Groq3 LPU的芯片直接互连进行协同。按照官网示意图测算，一个Vera Rubin 1152 SuperPOD由16个Vera Rubin NVL72机架、2个Vera CPU机架、10个Groq 3 LPX机架、2个BlueField-4 STX存储机架以及10个Spectrum-6 SPX网络机架组成，体现其围绕Agentic AI所构建的异构协同系统架构。Groq3 LPX机架用于加速decoding。Groq3 LPX机架集成256个LPU处理器，配备128 GB片上SRAM和640TB/s的带宽。在Vera Rubin NVL72与LPX的组合架构中，GPU主要负责Prefill以及Decode阶段中的Attention计算，LPU则负责加速Decode阶段的FFN计算，对每层每个输出token的解码过程进行加速，并通过定制化Spectrum-X互连与Vera Rubin机架协同。根据英伟达官网披露，在每用户400 TPS的条件下，Vera Rubin NVL72与LPX的组合相比NVIDIAGB200 NVL72，每兆瓦可实现高达35倍的TPS提升，在提升系统整体产出的同时，也更适配低时延、强交互的Agent应用场景。Vera CPU机架承担RL/Agent沙箱环境支撑Vera CPU机架集成256个Vera CPU，采用高密度液冷设计，单个机架可支持超过22500个并发强化学习(RL)或代理沙箱环境，用于对Vera Rubin NVL72与LPX输出结果进行测试、执行与验证。风险提示AI产业发展以及需求不及预期;AI服务器出货量不及预期，国产厂商技术和产品进展不及预期。","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,"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":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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