TrendForce集邦咨询：2026年Blackwell将占英伟达高端GPU出货量超7成

智通财经04-08

智通财经APP获悉，根据TrendForce集邦咨询最新AI Server产业调查，2026年NVIDIA（英伟达）的高端AI芯片出货结构将出现变化，受到国际形势变化、供应链仍需时间调校等因素影响，预估Hopper、Rubin系列占其整体高端GPU出货比例将下降，进而推升Blackwell系列占比从61%大幅成长至71%，主导市场的地位更加巩固。TrendForce集邦咨询表示，由于AI需求强劲，...

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Server产业调查，2026年NVIDIA（英伟达）的高端AI芯片出货结构将出现变化，受到国际形势变化、供应链仍需时间调校等因素影响，预估Hopper、Rubin系列占其整体高端GPU出货比例将下降，进而推升Blackwell系列占比从61%大幅成长至71%，主导市场的地位更加巩固。TrendForce集邦咨询表示，由于AI需求强劲，且NVIDIA积极推动芯片用量高的整合型GB/VR机柜方案，预估2026年NVIDIA高端GPU出货量将明显成长，然而年增率将从原本预估约26.8%，微幅下修至近26%。年增幅调整主要因为Rubin系列正面临出货时程递延风险，除了核心零部件HBM4的认证程序耗时，还需克服网络传输从CX8升级至CX9的适配、功耗大幅提升后的电力管理，以及更高规格液冷散热方案带来的整体效能调校等挑战。据此，TrendForce集邦咨询预估Rubin系列于NVIDIA高端GPU的出货占比也将下降，从原本的29%降至22%。此外，受国际形势影响，H200实际出货的时间点尚待确定，预估Hopper系列出货占比将从原本的10%，下调至7%。相对而言，已趋成熟的Blackwell方案出货占比将突破70%，并以GB300/B300系列为主轴。至于GB200/B200出货量虽较少，但凭借2025年既有订单出货延续及较低成本客群等诉求，有机会可支撑此系列供货至2026年下半年。值得一提的是，NVIDIA除了强化高端AI训练市场，也正积极拓展AI推理应用，预估市场对其全新LPU方案的需求，2026年有望达数十万张，2027年目标则为翻倍成长。此外，为兼顾中低端及边缘AI应用市场，NVIDIA同步推动RTX PRO 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