{"id":34790,"date":"2025-08-28T09:15:02","date_gmt":"2025-08-28T01:15:02","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=34790"},"modified":"2025-08-28T09:15:02","modified_gmt":"2025-08-28T01:15:02","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e9%bb%84%e4%bb%81%e5%8b%8b%ef%bc%9a%e4%b8%ad%e5%9b%bd%e5%b8%82%e5%9c%ba%e8%95%b4%e8%97%8f500%e4%ba%bf%e7%be%8e%e5%85%83%e6%9c%ba%e9%81%87","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=34790","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u9ec4\u4ec1\u52cb\uff1a\u4e2d\u56fd\u5e02\u573a\u8574\u85cf500\u4ebf\u7f8e\u5143\u673a\u9047"},"content":{"rendered":"<p>\u82f1\u4f1f\u8fbe\u7684\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u4f1a\u8bae\u900f\u9732\u4e86\u4ee5\u4e0b\u5173\u952e\u4fe1\u606f\uff1a<\/p>\n<p>\u9500\u552e\u9884\u6d4b\u4e0e\u9884\u671f\u76f8\u7b26\uff0c\u4f46\u672a\u8fbe\u5230\u4e00\u4e9b\u5206\u6790\u5e08\u8bbe\u5b9a\u7684\u8f83\u9ad8\u76ee\u6807\u3002\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u8868\u793a\uff0c\u201c\u672a\u6765\u7684\u673a\u9047\u4ecd\u7136\u5de8\u5927\u3002\u201d\u516c\u53f8\u5df2\u5c06\u4e2d\u56fd\u6570\u636e\u4e2d\u5fc3\u7684\u6536\u5165\u4ece\u5176\u5c55\u671b\u4e2d\u79fb\u9664\u3002\u7136\u800c\uff0c\u82f1\u4f1f\u8fbe\u8868\u793a\uff0c\u5982\u679c\u80fd\u591f\u5e94\u5bf9\u5730\u7f18\u653f\u6cbb\u95ee\u9898\uff0c\u672c\u5b63\u5ea6\u5411\u4e2d\u56fd\u9500\u552eH20\u82af\u7247\u7684\u6536\u5165\u53ef\u80fd\u9ad8\u8fbe50\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u516c\u53f8\u9884\u8ba1\u4eca\u5e74\u4e0e\u4e3b\u6743AI\u76f8\u5173\u7684\u6536\u5165\u53ef\u80fd\u8fbe\u5230200\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u5728\u7535\u8bdd\u4f1a\u8bae\u7ed3\u675f\u65f6\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u4e0b\u8dcc\u8d85\u8fc72.5%\uff0c\u4ea4\u6613\u4ef7\u683c\u7ea6\u4e3a176\u7f8e\u5143\u3002\u5982\u679c\u8dcc\u52bf\u6301\u7eed\u5230\u660e\u5929\u5f00\u76d8\uff0c\u80a1\u4ef7\u5c06\u8dcc\u81f3\u4e00\u5468\u524d\u7684\u6c34\u5e73\u3002<\/p>\n<p>\u9ec4\u4ec1\u52cb\u5728\u603b\u7ed3\u65f6\u5f3a\u8c03\uff0c\u201c\u672a\u6765\u7684\u673a\u9047\u662f\u5de8\u5927\u7684\uff0c\u4e00\u573a\u65b0\u7684\u5de5\u4e1a\u9769\u547d\u5df2\u7ecf\u5f00\u59cb\uff0c\u4eba\u5de5\u667a\u80fd\u7ade\u8d5b\u6b63\u5728\u8fdb\u884c\uff01\u201d\u4ed6\u8fd8\u8868\u793a\uff0c\u5373\u5c06\u63a8\u51fa\u7684Rubin\u4e00\u4ee3\u7cfb\u7edf\u4f9b\u5e94\u94fe\u5c06\u66f4\u52a0\u7a33\u5065\u3002<\/p>\n<p>\u82f1\u4f1f\u8fbe\u5bf9\u5ba2\u6237\u7684\u4e1a\u52a1\u60c5\u51b5\u6709\u9ad8\u5ea6\u7684\u4e86\u89e3\u3002\u8bb8\u591a\u4eba\u5de5\u667a\u80fd\u539f\u751f\u516c\u53f8\u6b63\u5728\u76c8\u5229\uff0c\u5e76\u4e14\u4e0d\u65ad\u6709\u65b0\u7684\u53c2\u4e0e\u8005\u6d8c\u73b0\u3002\u603b\u4e4b\uff0c\u82f1\u4f1f\u8fbe\u8ba4\u4e3a\u4eba\u5de5\u667a\u80fd\u7684\u9700\u6c42\u5de8\u5927\uff0c\u201c\u5e02\u573a\u4e0a\u7684\u4ea7\u54c1\u51e0\u4e4e\u90fd\u5df2\u552e\u7f44\u201d\u3002\u65e0\u8bba\u662f\u82f1\u4f1f\u8fbe\u7684\u65e7\u4e00\u4ee3\u82af\u7247\uff0c\u8fd8\u662fAI\u516c\u53f8\u79df\u8d41GPU\u5bb9\u91cf\uff0c\u90fd\u5448\u73b0\u4f9b\u4e0d\u5e94\u6c42\u7684\u5c40\u9762\u3002CoreWeave\u7684\u9996\u5e2d\u6267\u884c\u5b98\u4e5f\u8868\u8fbe\u4e86\u7c7b\u4f3c\u7684\u89c2\u70b9\uff0c\u5373\u4f7f\u662f\u8001\u65e7\u7684\u82af\u7247\uff0c\u4ecd\u7136\u6709\u5176\u7528\u6b66\u4e4b\u5730\u5e76\u88ab\u62a2\u8d2d\u4e00\u7a7a\u3002<\/p>\n<p>\u5173\u4e8e\u4eba\u5de5\u667a\u80fd\u5de5\u5382\u4e1a\u52a150%\u7684\u5e74\u589e\u957f\u7387\uff0c\u9ec4\u4ec1\u52cb\u91cd\u70b9\u4ecb\u7ecd\u4e86\u6210\u672c\u964d\u4f4e\u4ee5\u53ca\u82af\u7247\u4ee3\u9645\u4e4b\u95f4\u751f\u6210token\u6240\u7528\u80fd\u6e90\u7684\u56de\u62a5\u3002\u4e0b\u4e00\u4ee3\u82af\u7247\u5728\u76f8\u540c\u80fd\u6e90\u6d88\u8017\u4e0b\uff0c\u6027\u80fd\u5c06\u5927\u5927\u63d0\u9ad8\uff0c\u8fd9\u5c06\u6709\u52a9\u4e8e\u4e91\u8ba1\u7b97\u516c\u53f8\u83b7\u5f97\u66f4\u597d\u7684\u5229\u6da6\u3002\u6bcf\u4e00\u4ee3\u82af\u7247\u90fd\u6bd4\u4e0a\u4e00\u4ee3\u66f4\u597d\uff0c\u56e0\u6b64\u516c\u53f8\u81f4\u529b\u4e8e\u6bcf\u5e74\u53d1\u5e03\u65b0\u82af\u7247\u3002<\/p>\n<p>\u9ec4\u4ec1\u52cb\u5f3a\u8c03\u4e86\u5ba2\u6237\u4ece\u65b0\u8bbe\u8ba1\u4e2d\u83b7\u5f97\u7684\u6536\u5165\u56de\u62a5\uff0c\u800c\u8f83\u5c11\u5173\u6ce8\u6280\u672f\u7ec6\u8282\u3002\u6709\u5206\u6790\u5e08\u8be2\u95ee\u4e86Rubin\u7684\u6280\u672f\u89c4\u683c\u4e0e\u4e4b\u524d\u51e0\u4ee3\u4ea7\u54c1\u7684\u6bd4\u8f83\uff0cBernstein\u7684Stacy Rasgon\u8981\u6c42\u63d0\u4f9b\u66f4\u8be6\u7ec6\u7684\u4ea7\u54c1\u9500\u552e\u989d\u6784\u6210\u4ee5\u53ca\u672c\u5b63\u5ea6\u589e\u957f\u7684\u9a71\u52a8\u56e0\u7d20\u3002Kress\u7b80\u5355\u5730\u8868\u793a\uff0cBlackwell\u5360\u636e\u4e86\u672c\u5b63\u5ea6\u7684\u5927\u90e8\u5206\u9500\u552e\u989d\uff0c\u5e76\u5c06\u6210\u4e3a\u672a\u6765\u589e\u957f\u7684\u4e3b\u8981\u52a8\u529b\u3002 <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>40<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u6587\u7ae0\u867d\u7136\u63d0\u5230\u4e86\u82f1\u4f1f\u8fbe\u5728\u4e2d\u56fd\u5e02\u573a\u9762\u4e34\u7684\u6311\u6218\uff08\u5730\u7f18\u653f\u6cbb\u56e0\u7d20\uff0c\u4ee5\u53ca\u56e0\u6b64\u79fb\u9664\u4e2d\u56fd\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u5c55\u671b\uff09\uff0c\u4f46\u6574\u4f53\u57fa\u8c03\u662f\u79ef\u6781\u7684\uff0c\u5f3a\u8c03\u4e86\u4e2d\u56fd\u5e02\u573a\u8574\u85cf\u7684\u5de8\u5927\u673a\u9047\uff08500\u4ebf\u7f8e\u5143\uff09\uff0c\u4ee5\u53ca\u82f1\u4f1f\u8fbe\u5e0c\u671b\u7ee7\u7eed\u670d\u52a1\u4e2d\u56fd\u5e02\u573a\u7684\u610f\u613f\u3002\u9ec4\u4ec1\u52cb\u7684\u4e50\u89c2\u8a00\u8bba\u548c\u5bf9\u4e2d\u56fd\u5e02\u573a\u6f5c\u529b\u7684\u80af\u5b9a\uff0c\u6784\u6210\u4e86\u6b63\u9762\u60c5\u7eea\u7684\u4e3b\u8981\u6765\u6e90\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/live-blog\/2025-08-27\/nvidia-second-quarter-earnings\" target=\"_blank\">Nvidia\u2019s Huang Sees China as a $50 Billion Opportunity<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-08-27<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  id=\"qrcwraa2leds\"><div class=\"qrc_canvass\" id=\"qrc_cuttenpages_2\" style=\"display:inline-block\" data-text=\"https:\/\/news.tomjun.com\/?p=34790\"><\/div><div><a download=\"\u3010\u6b63\u9762\u3011[bloomberg]\u9ec4\u4ec1\u52cb\uff1a\u4e2d\u56fd\u5e02\u573a\u8574\u85cf500\u4ebf\u7f8e\u5143\u673a\u9047.png\" class=\"qrcdownloads\" id=\"worign\">\r\n           <button type=\"button\" style=\"min-width:200px;background:#44d813;color:#000;font-weight: 600;border: 1px solid #44d813;border-radius:20px;font-size:12px;padding: 6px 0;\" class=\"uqr_code_btn\">\u6587\u7ae0\u4e8c\u7ef4\u7801<\/button>\r\n           <\/a><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>\u82f1\u4f1f\u8fbe\u7684\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u4f1a\u8bae\u900f\u9732\u4e86\u4ee5\u4e0b\u5173\u952e\u4fe1\u606f\uff1a \u9500\u552e\u9884\u6d4b\u4e0e\u9884\u671f\u76f8\u7b26\uff0c\u4f46\u672a\u8fbe\u5230\u4e00\u4e9b\u5206\u6790\u5e08\u8bbe\u5b9a\u7684\u8f83\u9ad8\u76ee\u6807\u3002\u9996\u5e2d\u6267\u884c\u5b98 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[79],"tags":[212,1160,491,10377,11983],"class_list":["post-34790","post","type-post","status-publish","format-standard","hentry","category-79","tag-212","tag-1160","tag-491","tag-10377","tag-11983"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/34790","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=34790"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/34790\/revisions"}],"predecessor-version":[{"id":34791,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/34790\/revisions\/34791"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=34790"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=34790"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=34790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}