英伟达GTC2025前瞻:B300系列新品或强势推出 NVL288性能突破引期待

华泰证券
10 Mar

英伟达将于3/17-3/21 举办GTC 大会,CEO 黄仁勋将于北京时间3/19 凌晨1:00 发表主题演讲,并于当日23:30 举办投资者会议。此外,英伟达还将于3/20 举办首届Quantum Day,探索前沿量子计算技术。我们认为本次大会应核心关注:1)加速计算的发展趋势以及B300 和GB300 发布情况;2)CPO 交换机技术升级;3)NVL288 机架与Rubin 的进展更新。考虑到...

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