阿里巴巴：追加寒武纪GPU至15万片_老虎社区_美港股上老虎

阿里巴巴：追加寒武纪GPU至15万片

市场资讯08-30

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：深科技　　阿里巴巴：追加寒武纪 GPU 至 15 万片　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口　　全球 AI 算力赛道硝烟弥漫，英伟达 H20 断供一记 “重锤” 砸向国内产业。关键时刻，阿里巴巴挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！　　15 万片紧急补仓！...

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Khloris
·08-31
zz任务必须买
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发型很乱
·08-31
不是有**吗？干吗不用**的芯片
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cc芝麻开门节节高年年糕
·08-31
吹牛第一名
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替代 - 超越” 之路打破英伟达垄断。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　来源：<span><a href=\"https://laohu8.com/S/000021\">深科技</a></span><span></span></p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/743/w1080h463/20250830/a463-98f961210ef387576aacf23b0c612e64.png\"/><span></span></div>\n<p>　　<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：追加<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span> GPU 至 15 万片</p>\n<p>　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口</p>\n<p>　　全球 AI 算力赛道硝烟弥漫，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> H20 断供一记 “重锤” 砸向国内产业。关键时刻，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！</p>\n<p><strong>　　15 万片紧急补仓！寒武纪成阿里 “算力救火队长”</strong></p>\n<p>　　英伟达 H20 断供风暴突袭，国内 AI 算力缺口瞬间拉满，阿里云通义千问大模型面临 “断粮” 危机。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/474/w784h490/20250830/4b44-1dd8b94f736c1ae224cba4187a3fc94a.png\"/><span></span></div>\n<p>　　这款思元 370 绝非泛泛之辈：7nm 工艺 + Chiplet 技术，集成 390 亿晶体管，实测 300TOPS（INT8）算力与 H20 硬碰硬，能效比还狂超 40%！截至 2025 年 Q2，它已扛起阿里云 60% 推理需求，靠 PCIe 5.0 多卡互联，硬生生顶住通义千问的用户增长压力，让算力缺口 “火速止血“！</p>\n<p><strong>　　阿里王炸！自研 AI 芯片、国内晶圆代工！</strong></p>\n<p>　　靠外部支援不够，阿里直接打响 “自研反击战”！新一代 AI 芯片剑指 H20 退场后的市场空白，国产 14nm 及更先进制程打底，长江存储等本土力量撑腰，底气十足。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/340/w739h401/20250830/5b2f-225cc2bacb58901af74c4b0665f34db4.jpg\"/><span></span></div>\n<p>　　异构架构集成高密度计算单元与超大内存，LPDDR5X 带宽破 1TB/s，单卡算力 300-400TOPS（INT8）追平 H20。更狠的是兼容性：不仅支持 FP8/FP16 混合精度，还靠动态指令翻译层直连 CUDA 生态，工程师代码复用零压力，迁移成本砍去 70% 以上！此前阿里云用思元 370+MagicMind 工具链，让模型转换效率飙 3 倍，实力打脸 “国产芯片生态差” 论调。</p>\n<p><strong>　　双厂备份 + 三步走！阿里布下国产算力 “王炸局”</strong></p>\n<p>　　为保芯片量产，阿里玩起 “双保险”：<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span> 14nm 产线良率 95%+，月产 5 万片稳扎基础；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 7nm 工艺 2026 年量产，目标算力破 500TOPS，能效再提 30%。</p>\n<p>　　更有 “三步走” 战略定乾坤：短期（2025-2026）靠 7nm/14nm 推理芯片抢市场；中期（2027-2028）推 4nm 训练芯片，千卡集群算力冲 1EFLOPS 对标 H100；长期（2030 后）押注光子计算，已发布的商用光子 AI 芯片，速度超 GPU 1000 倍、功耗降 90%，直接剑指未来！</p>\n<p>　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴：追加寒武纪GPU至15万片</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴：追加寒武纪GPU至15万片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-30 18:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：深科技\n\n　　阿里巴巴：追加寒武纪 GPU 至 15 万片\n　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口\n　　全球 AI 算力赛道硝烟弥漫，英伟达 H20 断供一记 “重锤” 砸向国内产业。关键时刻，阿里巴巴挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！\n　　15 万片紧急补仓！...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688256":"寒武纪","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0310800965.SGD":"FTIF - 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替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1,"symbols_score_info":{"688256":1,"09988":0.6,"ALBmain":1,"BABA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":473350181580952,"gmtCreate":1756595959980,"gmtModify":1756595961948,"author":{"id":"4089244850507840","authorId":"4089244850507840","name":"发型很乱","avatar":"https://static.tigerbbs.com/0de77920acd17ed185287a92fad15107","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4089244850507840","authorIdStr":"4089244850507840"},"htmlText":"不是有**吗？干吗不用**的芯片","listText":"不是有**吗？干吗不用**的芯片","text":"不是有**吗？干吗不用**的芯片","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473350181580952","repostId":2563288630,"repostType":2,"repost":{"id":"2563288630","kind":"news","pubTimestamp":1756549440,"share":"https://www.laohu8.com/m/news/2563288630?lang=&edition=full","pubTime":"2025-08-30 18:24","market":"us","language":"zh","title":"阿里巴巴：追加寒武纪GPU至15万片","url":"https://stock-news.laohu8.com/highlight/detail?id=2563288630","media":"市场资讯","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！阿里 15 万片寒武纪订单，撕开 H20 断供缺口。寒武纪成阿里 “算力救火队长”。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 替代 - 超越” 之路打破英伟达垄断。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　来源：<span><a href=\"https://laohu8.com/S/000021\">深科技</a></span><span></span></p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/743/w1080h463/20250830/a463-98f961210ef387576aacf23b0c612e64.png\"/><span></span></div>\n<p>　　<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：追加<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span> GPU 至 15 万片</p>\n<p>　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口</p>\n<p>　　全球 AI 算力赛道硝烟弥漫，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> H20 断供一记 “重锤” 砸向国内产业。关键时刻，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！</p>\n<p><strong>　　15 万片紧急补仓！寒武纪成阿里 “算力救火队长”</strong></p>\n<p>　　英伟达 H20 断供风暴突袭，国内 AI 算力缺口瞬间拉满，阿里云通义千问大模型面临 “断粮” 危机。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/474/w784h490/20250830/4b44-1dd8b94f736c1ae224cba4187a3fc94a.png\"/><span></span></div>\n<p>　　这款思元 370 绝非泛泛之辈：7nm 工艺 + Chiplet 技术，集成 390 亿晶体管，实测 300TOPS（INT8）算力与 H20 硬碰硬，能效比还狂超 40%！截至 2025 年 Q2，它已扛起阿里云 60% 推理需求，靠 PCIe 5.0 多卡互联，硬生生顶住通义千问的用户增长压力，让算力缺口 “火速止血“！</p>\n<p><strong>　　阿里王炸！自研 AI 芯片、国内晶圆代工！</strong></p>\n<p>　　靠外部支援不够，阿里直接打响 “自研反击战”！新一代 AI 芯片剑指 H20 退场后的市场空白，国产 14nm 及更先进制程打底，长江存储等本土力量撑腰，底气十足。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/340/w739h401/20250830/5b2f-225cc2bacb58901af74c4b0665f34db4.jpg\"/><span></span></div>\n<p>　　异构架构集成高密度计算单元与超大内存，LPDDR5X 带宽破 1TB/s，单卡算力 300-400TOPS（INT8）追平 H20。更狠的是兼容性：不仅支持 FP8/FP16 混合精度，还靠动态指令翻译层直连 CUDA 生态，工程师代码复用零压力，迁移成本砍去 70% 以上！此前阿里云用思元 370+MagicMind 工具链，让模型转换效率飙 3 倍，实力打脸 “国产芯片生态差” 论调。</p>\n<p><strong>　　双厂备份 + 三步走！阿里布下国产算力 “王炸局”</strong></p>\n<p>　　为保芯片量产，阿里玩起 “双保险”：<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span> 14nm 产线良率 95%+，月产 5 万片稳扎基础；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 7nm 工艺 2026 年量产，目标算力破 500TOPS，能效再提 30%。</p>\n<p>　　更有 “三步走” 战略定乾坤：短期（2025-2026）靠 7nm/14nm 推理芯片抢市场；中期（2027-2028）推 4nm 训练芯片，千卡集群算力冲 1EFLOPS 对标 H100；长期（2030 后）押注光子计算，已发布的商用光子 AI 芯片，速度超 GPU 1000 倍、功耗降 90%，直接剑指未来！</p>\n<p>　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴：追加寒武纪GPU至15万片</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴：追加寒武纪GPU至15万片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-30 18:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：深科技\n\n　　阿里巴巴：追加寒武纪 GPU 至 15 万片\n　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口\n　　全球 AI 算力赛道硝烟弥漫，英伟达 H20 断供一记 “重锤” 砸向国内产业。关键时刻，阿里巴巴挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！\n　　15 万片紧急补仓！...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688256":"寒武纪","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0310800965.SGD":"FTIF - 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替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1,"symbols_score_info":{"688256":1,"09988":0.6,"ALBmain":1,"BABA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":473305028002304,"gmtCreate":1756584702253,"gmtModify":1756605110509,"author":{"id":"4205276546239352","authorId":"4205276546239352","name":"cc芝麻开门节节高年年糕","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4205276546239352","authorIdStr":"4205276546239352"},"htmlText":"吹牛第一名","listText":"吹牛第一名","text":"吹牛第一名","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473305028002304","repostId":2563288630,"repostType":2,"repost":{"id":"2563288630","kind":"news","pubTimestamp":1756549440,"share":"https://www.laohu8.com/m/news/2563288630?lang=&edition=full","pubTime":"2025-08-30 18:24","market":"us","language":"zh","title":"阿里巴巴：追加寒武纪GPU至15万片","url":"https://stock-news.laohu8.com/highlight/detail?id=2563288630","media":"市场资讯","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！阿里 15 万片寒武纪订单，撕开 H20 断供缺口。寒武纪成阿里 “算力救火队长”。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 替代 - 超越” 之路打破英伟达垄断。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　来源：<span><a href=\"https://laohu8.com/S/000021\">深科技</a></span><span></span></p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/743/w1080h463/20250830/a463-98f961210ef387576aacf23b0c612e64.png\"/><span></span></div>\n<p>　　<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：追加<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span> GPU 至 15 万片</p>\n<p>　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口</p>\n<p>　　全球 AI 算力赛道硝烟弥漫，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> H20 断供一记 “重锤” 砸向国内产业。关键时刻，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！</p>\n<p><strong>　　15 万片紧急补仓！寒武纪成阿里 “算力救火队长”</strong></p>\n<p>　　英伟达 H20 断供风暴突袭，国内 AI 算力缺口瞬间拉满，阿里云通义千问大模型面临 “断粮” 危机。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/474/w784h490/20250830/4b44-1dd8b94f736c1ae224cba4187a3fc94a.png\"/><span></span></div>\n<p>　　这款思元 370 绝非泛泛之辈：7nm 工艺 + Chiplet 技术，集成 390 亿晶体管，实测 300TOPS（INT8）算力与 H20 硬碰硬，能效比还狂超 40%！截至 2025 年 Q2，它已扛起阿里云 60% 推理需求，靠 PCIe 5.0 多卡互联，硬生生顶住通义千问的用户增长压力，让算力缺口 “火速止血“！</p>\n<p><strong>　　阿里王炸！自研 AI 芯片、国内晶圆代工！</strong></p>\n<p>　　靠外部支援不够，阿里直接打响 “自研反击战”！新一代 AI 芯片剑指 H20 退场后的市场空白，国产 14nm 及更先进制程打底，长江存储等本土力量撑腰，底气十足。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/340/w739h401/20250830/5b2f-225cc2bacb58901af74c4b0665f34db4.jpg\"/><span></span></div>\n<p>　　异构架构集成高密度计算单元与超大内存，LPDDR5X 带宽破 1TB/s，单卡算力 300-400TOPS（INT8）追平 H20。更狠的是兼容性：不仅支持 FP8/FP16 混合精度，还靠动态指令翻译层直连 CUDA 生态，工程师代码复用零压力，迁移成本砍去 70% 以上！此前阿里云用思元 370+MagicMind 工具链，让模型转换效率飙 3 倍，实力打脸 “国产芯片生态差” 论调。</p>\n<p><strong>　　双厂备份 + 三步走！阿里布下国产算力 “王炸局”</strong></p>\n<p>　　为保芯片量产，阿里玩起 “双保险”：<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span> 14nm 产线良率 95%+，月产 5 万片稳扎基础；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 7nm 工艺 2026 年量产，目标算力破 500TOPS，能效再提 30%。</p>\n<p>　　更有 “三步走” 战略定乾坤：短期（2025-2026）靠 7nm/14nm 推理芯片抢市场；中期（2027-2028）推 4nm 训练芯片，千卡集群算力冲 1EFLOPS 对标 H100；长期（2030 后）押注光子计算，已发布的商用光子 AI 芯片，速度超 GPU 1000 倍、功耗降 90%，直接剑指未来！</p>\n<p>　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴：追加寒武纪GPU至15万片</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴：追加寒武纪GPU至15万片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-30 18:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：深科技\n\n　　阿里巴巴：追加寒武纪 GPU 至 15 万片\n　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口\n　　全球 AI 算力赛道硝烟弥漫，英伟达 H20 断供一记 “重锤” 砸向国内产业。关键时刻，阿里巴巴挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！\n　　15 万片紧急补仓！...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688256":"寒武纪","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0310800965.SGD":"FTIF - 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替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1,"symbols_score_info":{"688256":1,"09988":0.6,"ALBmain":1,"BABA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":3,"repostSize":3,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}