【直播预告】英伟达GTC大会重磅来袭,黄仁勋发表主题演讲
3月17日,郭明錤发文对英伟达GTC2025重点进行预测。他表示,新AI芯片B300为发布会的关键重点,包括CoWoS-L与CoWoS-S,最大亮点为HBM自192GB显著升级至288GB,运算效能较B200提升50%。B300预计在2Q25试产并于3Q25量产。
此外,端侧AI也是英伟达的长期关键趋势,但预期GTC2025会聚焦在AI服务器,市场期待的AIPC方案N1X与N1较有可能在今年Computex才会公布。
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