国金证券:AI应用带动推理算力需求 看好ASIC行业厂商发展

美港电讯
11 Mar

【国金证券:AI应用带动推理算力需求 看好ASIC行业厂商发展】金十数据3月11日讯,国金证券认为,AI(人工智能)推理降本有望带动AI应用的爆发,ASIC作为高性价比的算力方案,有望充分受益推理算力需求增长。目前,北美云厂商积极布局ASIC,已经实现规模化生产的ASIC包括谷歌的TPU、亚马逊的Trainium与Inferentia、微软的Maia以及Meta的MTIA,其他云厂商ASIC在成熟度逐渐提升后,未来也具备较大的增长空间。国金证券表示,看好ASIC设计服务公司、以太网白盒交换机厂商与以太网交换芯片厂商、AEC厂商、PCB厂商。

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