投资建议方面，报告认为如果NVIDIA ...

近日，天风证券发布电子行业专题研究，揭示了CPU-GPU接口技术的迭代趋势及其对AI产业的深远影响。报告指出，随着AI算力需求的激增，传统的GPU连接方式已难以满足高性能计算的需求，而NVIDIA即将推出的B300系列AIGPU有望通过首次采用soc ...

智通财经APP获悉，天风证券发布研报称，如果NvidiaB300转向socket设计，socket连接器制造厂商有望显著受益;同时，NVIDIA作为全球领先的GPU厂商，有望带动国内外其他大厂转向socket设计，因此这将是一个长期的产业趋势;建议关 ...

随着AI算力需求的爆发式增长，处理器接口技术正经历结构性变革。传统CPUSocket生态长期由Intel/AMD主导，而NVIDIA即将推出的B300系列AIGPU首次采用Socket设计，为连接器行业开辟新赛道。这一技术迭代不仅挑战现有竞争格局，更推动高密度连接与模块化设计成为未来趋势。一、CPUSocket：高密度连接演进下的生态重构在CPU领域 ...

The new Intel CPU socket, set to house the upcoming Arrow Lake desktop processors, has been unveiled. In a bit of a weird way. It's going to be the socket for desktop versions of the Meteor Lake ...

The new Intel Core Ultra 300 series is apparently based on an Arrow Lake refresh, potentially with improved AI performance ...

Along with increased core counts and instructions per clock this generation, Intel says its cryptographic engines and advanced matrix extensions (AMX) now mean a single Xeon 6 server can take the ...

Certainly in the segments that we compete in, it's really, really niche,' one Intel partner says of four- and eight-socket servers, which are the only server types being supported with the new ...