金吾财讯 | 知名分析师郭明𫓹发文对英伟达(NVDA)GTC 2025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GTC 2025会聚焦在AI服务器,市场期待的AI PC方案N1X与N1较有可能在今年Computex才会公布。
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