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计算机行业研究:算力的强结构主线(附下载)

  • 2026-10-10 16:06:17
计算机行业研究:算力的强结构主线(附下载)

内容摘要

即使未来CapEx增速超缓,NVIDIA代际升级联动互联与电源结构性占比接更升,当前海外云厂商资本开支尚未进入收缩阶段:微软预计FY2027资本开支继续回比增长,Meta将2026年资本开支指引妆窄至1,300亿-1,450亿美元,值得关注的是资本开支的内部结构--Al基础设施由单机走向机柜、由单柜走向POD,单柜功率、scaleup计算城和网络带宽网步提升,GB300NVL72与Vera RubinNVL72均集成72颗GPU,但机柜NVLink总带宽由130TB/s提升至260TB/s;Vera Rubin进一步引入PCB中板、6倍于Blaackwell Ultra的机架级储能以及更高效率的电力与散热设计。我们认为,即使CapEx回比增速受高基数影响回落,PCB、电源和光互联仍可依靠单位机柜价值量和CapEx占比提升获得独立成长科率

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