中金：国内AI算力基础设施建设加速推进国产高速互连网络体系正步入破局期_老虎社区_美港股上老虎

中金：国内AI算力基础设施建设加速推进国产高速互连网络体系正步入破局期

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智通财经APP获悉，中金发布研报称，AI算力集群正加速向万卡、十万卡级规模迭代，高速互连网络作为“神经枢纽”，成为影响集群有效算力释放的关键环节。当前智算场景的高速互连网络生态主要由InfiniBand(IB)、RoCE v2为主，核心技术与生态长期由海外厂商主导。随着国内AI算力基础设施建设加速推进，国产高速互连网络体系正步入破局期，国产RDMA高速互连网络有望从底层架构和自研硬件切入，推动国内...

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