微软掀桌子，亚马逊和谷歌坐不住了_老虎社区_美港股上老虎

微软掀桌子，亚马逊和谷歌坐不住了

芯调查01-28

微软正式推出最新一代自研 AI 加速器Microsoft Azure Maia 200。这是微软Maia GPU 系列的第二代产品，定位为服务器级 AI 推理芯片，目标十分明确：在推理性能、能效和成本控制上，全面对标并超越亚马逊和谷歌的定制芯片方案。微软将 Maia 200 形容为其迄今部署的“最高效推理系统”。官方宣传几乎围绕两点展开：性能大幅提升，以及在高算力下尽可能降低能耗，减少碳排放。微软...

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still","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOY":0.6,"GOOX":0.6,"GGLL":0.6,"USJW.SI":0.6,"GOU":0.6,"AMZN":0.9,"GGLS":0.6,"USAW.SI":0.6,"GOOG":0.9,"MSFT":1.98,"GOOGL":0.9,"GOOP":0.6,"GOOW":0.6},"content_text":"微软正式推出最新一代自研 AI 加速器Microsoft Azure Maia 200。这是微软Maia GPU 系列的第二代产品，定位为服务器级 AI 推理芯片，目标十分明确：在推理性能、能效和成本控制上，全面对标并超越亚马逊和谷歌的定制芯片方案。微软将 Maia 200 形容为其迄今部署的“最高效推理系统”。官方宣传几乎围绕两点展开：性能大幅提升，以及在高算力下尽可能降低能耗，减少碳排放。微软称，Maia 200 的性价比相比上一代 Maia 100 提升了约 30%。考虑到新一代芯片TDP 提高了 50%，这一能效与成本优化，确实称得上进步明显。从制程和硬件规格来看，Maia 200 采用台积电 3nm 工艺，集成1400 亿个晶体管，属于当前最先进的一档水平。在算力方面，微软给出的数据相当激进：FP4 算力最高可达 10 PFLOPS，是亚马逊Trainium3 的 3 倍。内存配置同样堆满：板载216GB HBM3e，内存带宽高达 7TB/s，另配272MB 片上 SRAM，以降低访存延迟、提升执行效率。从原始算力指标来看，Maia 200 不仅明显优于亚马逊的自研芯片，与英伟达顶级 GPU 相比也颇具竞争力。不过，直接横向对比意义并不大：一方面，Maia 200 并不对外销售，只在 Azure 内部部署；另一方面，英伟达 Blackwell B300 Ultra 的定位和功耗等级明显更高，同时还拥有无可比拟的软件生态优势。相比单纯堆算力，Maia 200 更突出的卖点其实是能效比。其TDP 为 750W，几乎只有英伟达 B300 Ultra 的一半（约 1400W）。而且按照 Maia 100 的经验，新一代芯片的实际运行功耗很可能低于理论 TDP：Maia 100 的设计功耗为 700W，但实际运行通常被限制在500W 左右。在当前外界对AI 能耗和碳排放高度关注的背景下，这一优势极具吸引力，也符合微软近年来在“绿色算力”上的战略方向。在产品定位上，Maia 200明显是为 AI 推理场景量身定制，而非通用训练型加速器。其架构重点优化 FP4 和 FP8 运算，特别适合大模型推理阶段对低精度、高吞吐的需求，而不追求极端复杂计算能力。微软将大量研发资源投入到了内存层级架构设计中。Maia 200 采用272MB 高效 SRAM，并构建了多层集群级 SRAM（CSRAM）+ Tile 级 SRAM（TSRAM）的混合结构，使数据在 HBM 与 SRAM 之间实现更智能的调度，从而：降低访问延迟提升内存利用率优化整机能效平衡各计算单元负载这也解释了为什么 Maia 200 在推理效率与能耗控制上表现突出。由于微软公布的Maia 200 与 Maia 100 性能指标几乎没有重叠维度，因此很难精确量化代际提升幅度。目前可以确认的是：运行温度更高（功耗提升所致）性价比提升约 30%结合 3nm 制程、HBM3e 升级和内存架构重构来看，Maia 200 的进化方向十分清晰：围绕推理场景，追求更低成本、更高能效、更好部署密度。马斯克一开口，股市先冲了英特尔又出手了，这次盯上了高通暴跌11%，英特尔太令人失望了1510亿美元，英特尔拿下美“硬核订单”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":526999768354896,"gmtCreate":1769640256263,"gmtModify":1769640258810,"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3518227187146437","idStr":"3518227187146437"},"htmlText":"诱多，打脸。","listText":"诱多，打脸。","text":"诱多，打脸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526999768354896","repostId":2606975736,"repostType":2,"repost":{"id":"2606975736","kind":"news","pubTimestamp":1769562109,"share":"https://www.laohu8.com/m/news/2606975736?lang=zh_CN&edition=full","pubTime":"2026-01-28 09:01","market":"us","language":"zh","title":"微软掀桌子，亚马逊和谷歌坐不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2606975736","media":"芯调查","summary":"微软称，Maia 200 的性价比相比上一代 Maia 100 提升了约 30%。在算力方面，微软给出的数据相当激进：FP4 算力最高可达 10 PFLOPS，是亚马逊Trainium3 的 3 倍。由于微软公布的Maia 200 与 Maia 100 性能指标几乎没有重叠维度，因此很难精确量化代际提升幅度。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260128091029308v206a5879x8lbzm\"/><a href=\"https://laohu8.com/S/MSFT\">微软</a>正式推出最新一代自研 AI 加速器Microsoft Azure Maia 200。<img src=\"https://mmbiz.qpic.cn/mmbiz_png/SGkmoBQw3Mpkp5UdxzRqicNvArMHEUyILbeQnAwGNmIYu6zHTeQj3Jw3fcIvaTtF7DpJtPNo8z3JGiaq26oKV0QQ/640?wx_fmt=png&amp;from=appmsg\"/>这是微软Maia GPU 系列的第二代产品，定位为服务器级 AI 推理芯片，目标十分明确：在推理性能、能效和成本控制上，全面对标并超越<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的定制芯片方案。微软将 Maia 200 形容为其迄今部署的“最高效推理系统”。官方宣传几乎围绕两点展开：性能大幅提升，以及在高算力下尽可能降低能耗，减少碳排放。微软称，Maia 200 的性价比相比上一代 Maia 100 提升了约 30%。考虑到新一代芯片TDP 提高了 50%，这一能效与成本优化，确实称得上进步明显。从制程和硬件规格来看，Maia 200 采用<a href=\"https://laohu8.com/S/TSM\">台积电</a> 3nm 工艺，集成1400 亿个晶体管，属于当前最先进的一档水平。在算力方面，微软给出的数据相当激进：FP4 算力最高可达 10 PFLOPS，是亚马逊Trainium3 的 3 倍。内存配置同样堆满：板载216GB HBM3e，内存带宽高达 7TB/s，另配272MB 片上 SRAM，以降低访存延迟、提升执行效率。从原始算力指标来看，Maia 200 不仅明显优于亚马逊的自研芯片，与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>顶级 GPU 相比也颇具竞争力。不过，直接横向对比意义并不大：一方面，Maia 200 并不对外销售，只在 Azure 内部部署；另一方面，英伟达 Blackwell B300 Ultra 的定位和功耗等级明显更高，同时还拥有无可比拟的软件生态优势。相比单纯堆算力，Maia 200 更突出的卖点其实是能效比。其TDP 为 750W，几乎只有英伟达 B300 Ultra 的一半（约 1400W）。而且按照 Maia 100 的经验，新一代芯片的实际运行功耗很可能低于理论 TDP：Maia 100 的设计功耗为 700W，但实际运行通常被限制在500W 左右。在当前外界对AI 能耗和碳排放高度关注的背景下，这一优势极具吸引力，也符合微软近年来在“绿色算力”上的战略方向。在产品定位上，Maia 200明显是为 AI 推理场景量身定制，而非通用训练型加速器。其架构重点优化 FP4 和 FP8 运算，特别适合大模型推理阶段对低精度、高吞吐的需求，而不追求极端复杂计算能力。微软将大量研发资源投入到了内存层级架构设计中。Maia 200 采用272MB 高效 SRAM，并构建了多层集群级 SRAM（CSRAM）+ Tile 级 SRAM（TSRAM）的混合结构，使数据在 HBM 与 SRAM 之间实现更智能的调度，从而：降低访问延迟提升内存利用率优化整机能效平衡各计算单元负载这也解释了为什么 Maia 200 在推理效率与能耗控制上表现突出。由于微软公布的Maia 200 与 Maia 100 性能指标几乎没有重叠维度，因此很难精确量化代际提升幅度。目前可以确认的是：运行温度更高（功耗提升所致）性价比提升约 30%结合 3nm 制程、HBM3e 升级和内存架构重构来看，Maia 200 的进化方向十分清晰：围绕推理场景，追求更低成本、更高能效、更好部署密度。马斯克一开口，股市先冲了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>又出手了，这次盯上了<a href=\"https://laohu8.com/S/QCOM\">高通</a>暴跌11%，英特尔太令人失望了1510亿美元，英特尔拿下美“硬核订单”</article></body></html>","source":"tencent","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>微软掀桌子，亚马逊和谷歌坐不住了</title>\n<style 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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微软掀桌子，亚马逊和谷歌坐不住了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 09:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012809110197a3aada&s=b>芯调查</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n微软正式推出最新一代自研 AI 加速器Microsoft Azure Maia 200。这是微软Maia GPU 系列的第二代产品，定位为服务器级 AI 推理芯片，目标十分明确：在推理性能、能效和成本控制上，全面对标并超越亚马逊和谷歌的定制芯片方案。微软将 Maia 200 形容为其迄今部署的“最高效推理系统”。官方宣传几乎围绕两点展开：性能大幅提升，以及在高算力下尽可能降低能耗，减少碳排放。微软...\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012809110197a3aada&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0823411888.USD":"法巴消费创新基金 Cap","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","MSFT":"微软","BK4585":"ETF&股票定投概念","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012809110197a3aada&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2606975736","content_text":"微软正式推出最新一代自研 AI 加速器Microsoft Azure Maia 200。这是微软Maia GPU 系列的第二代产品，定位为服务器级 AI 推理芯片，目标十分明确：在推理性能、能效和成本控制上，全面对标并超越亚马逊和谷歌的定制芯片方案。微软将 Maia 200 形容为其迄今部署的“最高效推理系统”。官方宣传几乎围绕两点展开：性能大幅提升，以及在高算力下尽可能降低能耗，减少碳排放。微软称，Maia 200 的性价比相比上一代 Maia 100 提升了约 30%。考虑到新一代芯片TDP 提高了 50%，这一能效与成本优化，确实称得上进步明显。从制程和硬件规格来看，Maia 200 采用台积电 3nm 工艺，集成1400 亿个晶体管，属于当前最先进的一档水平。在算力方面，微软给出的数据相当激进：FP4 算力最高可达 10 PFLOPS，是亚马逊Trainium3 的 3 倍。内存配置同样堆满：板载216GB HBM3e，内存带宽高达 7TB/s，另配272MB 片上 SRAM，以降低访存延迟、提升执行效率。从原始算力指标来看，Maia 200 不仅明显优于亚马逊的自研芯片，与英伟达顶级 GPU 相比也颇具竞争力。不过，直接横向对比意义并不大：一方面，Maia 200 并不对外销售，只在 Azure 内部部署；另一方面，英伟达 Blackwell B300 Ultra 的定位和功耗等级明显更高，同时还拥有无可比拟的软件生态优势。相比单纯堆算力，Maia 200 更突出的卖点其实是能效比。其TDP 为 750W，几乎只有英伟达 B300 Ultra 的一半（约 1400W）。而且按照 Maia 100 的经验，新一代芯片的实际运行功耗很可能低于理论 TDP：Maia 100 的设计功耗为 700W，但实际运行通常被限制在500W 左右。在当前外界对AI 能耗和碳排放高度关注的背景下，这一优势极具吸引力，也符合微软近年来在“绿色算力”上的战略方向。在产品定位上，Maia 200明显是为 AI 推理场景量身定制，而非通用训练型加速器。其架构重点优化 FP4 和 FP8 运算，特别适合大模型推理阶段对低精度、高吞吐的需求，而不追求极端复杂计算能力。微软将大量研发资源投入到了内存层级架构设计中。Maia 200 采用272MB 高效 SRAM，并构建了多层集群级 SRAM（CSRAM）+ Tile 级 SRAM（TSRAM）的混合结构，使数据在 HBM 与 SRAM 之间实现更智能的调度，从而：降低访问延迟提升内存利用率优化整机能效平衡各计算单元负载这也解释了为什么 Maia 200 在推理效率与能耗控制上表现突出。由于微软公布的Maia 200 与 Maia 100 性能指标几乎没有重叠维度，因此很难精确量化代际提升幅度。目前可以确认的是：运行温度更高（功耗提升所致）性价比提升约 30%结合 3nm 制程、HBM3e 升级和内存架构重构来看，Maia 200 的进化方向十分清晰：围绕推理场景，追求更低成本、更高能效、更好部署密度。马斯克一开口，股市先冲了英特尔又出手了，这次盯上了高通暴跌11%，英特尔太令人失望了1510亿美元，英特尔拿下美“硬核订单”","news_type":1,"symbols_score_info":{"GOOY":0.6,"GOOX":0.6,"GGLL":0.6,"USJW.SI":0.6,"GOU":0.6,"AMZN":0.9,"GGLS":0.6,"USAW.SI":0.6,"GOOG":0.9,"MSFT":1.98,"GOOGL":0.9,"GOOP":0.6,"GOOW":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":526581678002320,"gmtCreate":1769587767724,"gmtModify":1769587770612,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"乱涨乱跌 全靠搏","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","vip":1,"crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"htmlText":"克拉斯诺夫同志","listText":"克拉斯诺夫同志","text":"克拉斯诺夫同志","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526581678002320","repostId":2606975736,"repostType":2,"repost":{"id":"2606975736","kind":"news","pubTimestamp":1769562109,"share":"https://www.laohu8.com/m/news/2606975736?lang=zh_CN&edition=full","pubTime":"2026-01-28 09:01","market":"us","language":"zh","title":"微软掀桌子，亚马逊和谷歌坐不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2606975736","media":"芯调查","summary":"微软称，Maia 200 的性价比相比上一代 Maia 100 提升了约 30%。在算力方面，微软给出的数据相当激进：FP4 算力最高可达 10 PFLOPS，是亚马逊Trainium3 的 3 倍。由于微软公布的Maia 200 与 Maia 100 性能指标几乎没有重叠维度，因此很难精确量化代际提升幅度。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260128091029308v206a5879x8lbzm\"/><a href=\"https://laohu8.com/S/MSFT\">微软</a>正式推出最新一代自研 AI 加速器Microsoft Azure Maia 200。<img src=\"https://mmbiz.qpic.cn/mmbiz_png/SGkmoBQw3Mpkp5UdxzRqicNvArMHEUyILbeQnAwGNmIYu6zHTeQj3Jw3fcIvaTtF7DpJtPNo8z3JGiaq26oKV0QQ/640?wx_fmt=png&amp;from=appmsg\"/>这是微软Maia GPU 系列的第二代产品，定位为服务器级 AI 推理芯片，目标十分明确：在推理性能、能效和成本控制上，全面对标并超越<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的定制芯片方案。微软将 Maia 200 形容为其迄今部署的“最高效推理系统”。官方宣传几乎围绕两点展开：性能大幅提升，以及在高算力下尽可能降低能耗，减少碳排放。微软称，Maia 200 的性价比相比上一代 Maia 100 提升了约 30%。考虑到新一代芯片TDP 提高了 50%，这一能效与成本优化，确实称得上进步明显。从制程和硬件规格来看，Maia 200 采用<a href=\"https://laohu8.com/S/TSM\">台积电</a> 3nm 工艺，集成1400 亿个晶体管，属于当前最先进的一档水平。在算力方面，微软给出的数据相当激进：FP4 算力最高可达 10 PFLOPS，是亚马逊Trainium3 的 3 倍。内存配置同样堆满：板载216GB HBM3e，内存带宽高达 7TB/s，另配272MB 片上 SRAM，以降低访存延迟、提升执行效率。从原始算力指标来看，Maia 200 不仅明显优于亚马逊的自研芯片，与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>顶级 GPU 相比也颇具竞争力。不过，直接横向对比意义并不大：一方面，Maia 200 并不对外销售，只在 Azure 内部部署；另一方面，英伟达 Blackwell B300 Ultra 的定位和功耗等级明显更高，同时还拥有无可比拟的软件生态优势。相比单纯堆算力，Maia 200 更突出的卖点其实是能效比。其TDP 为 750W，几乎只有英伟达 B300 Ultra 的一半（约 1400W）。而且按照 Maia 100 的经验，新一代芯片的实际运行功耗很可能低于理论 TDP：Maia 100 的设计功耗为 700W，但实际运行通常被限制在500W 左右。在当前外界对AI 能耗和碳排放高度关注的背景下，这一优势极具吸引力，也符合微软近年来在“绿色算力”上的战略方向。在产品定位上，Maia 200明显是为 AI 推理场景量身定制，而非通用训练型加速器。其架构重点优化 FP4 和 FP8 运算，特别适合大模型推理阶段对低精度、高吞吐的需求，而不追求极端复杂计算能力。微软将大量研发资源投入到了内存层级架构设计中。Maia 200 采用272MB 高效 SRAM，并构建了多层集群级 SRAM（CSRAM）+ Tile 级 SRAM（TSRAM）的混合结构，使数据在 HBM 与 SRAM 之间实现更智能的调度，从而：降低访问延迟提升内存利用率优化整机能效平衡各计算单元负载这也解释了为什么 Maia 200 在推理效率与能耗控制上表现突出。由于微软公布的Maia 200 与 Maia 100 性能指标几乎没有重叠维度，因此很难精确量化代际提升幅度。目前可以确认的是：运行温度更高（功耗提升所致）性价比提升约 30%结合 3nm 制程、HBM3e 升级和内存架构重构来看，Maia 200 的进化方向十分清晰：围绕推理场景，追求更低成本、更高能效、更好部署密度。马斯克一开口，股市先冲了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>又出手了，这次盯上了<a href=\"https://laohu8.com/S/QCOM\">高通</a>暴跌11%，英特尔太令人失望了1510亿美元，英特尔拿下美“硬核订单”</article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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微软掀桌子，亚马逊和谷歌坐不住了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 09:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012809110197a3aada&s=b>芯调查</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n微软正式推出最新一代自研 AI 加速器Microsoft Azure Maia 200。这是微软Maia GPU 系列的第二代产品，定位为服务器级 AI 推理芯片，目标十分明确：在推理性能、能效和成本控制上，全面对标并超越亚马逊和谷歌的定制芯片方案。微软将 Maia 200 形容为其迄今部署的“最高效推理系统”。官方宣传几乎围绕两点展开：性能大幅提升，以及在高算力下尽可能降低能耗，减少碳排放。微软...\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026012809110197a3aada&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0823411888.USD":"法巴消费创新基金 Cap","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" 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