【γTimeb^o^b伽瑪時代EP18】淺談輝達NVIDIA(Blackwell) GB200 NVL72🪩供應鏈 20250624Tue

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【γTimeb^o^b伽瑪時代EP18】淺談輝達NVIDIA(Blackwell) GB200 NVL72🪩供應鏈 20250624Tue #輝達NVIDIA、#GB200NVL72、#台積電TSMC、#人工智慧AI晶片、#SK海力士Hynix、#高頻寬記憶體HBM、#安費諾Amphenol、#NVLinkSpine 【節目連結】 Apple Podcast： https://podcasts.apple.com/tw/podcast/%CE%B3timeb-o-b%E4%BC%BD%E7%91%AA%E6%99%82%E4%BB%A3/id1728305944 YouTube： https://youtube.com/@rGammaTime?si=0nJ3KLz-QNS46RYo Spotify： https://open.spotify.com/show/3tKksp91xaE41ofbxZ3tFS KKBOX： https://kkbox.fm/0t0IBi 【本集內容】 🎙輝達NVIDIA Blackwell GB200 NVL72供應鏈 🔖晶圓代工［Blackwell Die Wafer | TSMC］ 🔖先進封裝［CoWos Process | SPIL］ 🔖晶片測試［Blackwell Testing | KYEC］ 🔖GB200超級晶片［GB200 Superchip | Foxconn］ 🔖散熱／液冷系統［Liquid Cooling System | Cooler Master］ 🔖ConnectX-7超級網路卡［ConnectX-7 SuperNIC(Network Interface Card) | Foxconn］ 🔖BlueField-3 資料處理單元［BlueField-3 DPU | Foxconn］ 🔖GB200計算托盤［GB200 Compute Tray | Foxconn］ 🔖NVLink交換器托盤［NVLink Swich Tray | Foxconn］ 🔖NVLink主幹［NVLink Spine | Amphenol］ 🔖GB200 NVL72組裝［GB200 NVL72 Assembly | Foxconn］ 🎙AI發展趨勢觀察 🔖輝達NVIDIA 🔖台積電TSMC 🔖SK海力士(SK Hynix) 🔖安費諾(Amphenol) 🎙NVIDIA Blackwell 生態夥伴名錄 🔖計算與記憶體 (Compute & Memory) 🔖電源與電源積體電路 (Power & Power IC) 🔖封裝與測試 (Packaging & Testing) 🔖互連與電纜 (Interconnect & Cables) 🔖資料中心基礎設施 (Data Center Infrastructure) 🔖原始設備製造商/原始設計製造商 (OEMs/ODMs) 投資的本質，就是跟隨一流企業成長📊，讓全世界一流的企業為自己幹活！【參考資料】 🔗輝達NVIDIA（2025.05.21Wed）〈NVIDIA Blackwell: The Journey From Die to Data Center〉： https://www.youtube.com/watch?v=1la6fMl7xNA&list=PLZHnYvH1qtOZJC1hUaniEiZ1GOpwm1niM&index=7 【延伸內容】 🔗輝達NVIDIA〈NVIDIA Blackwell架構〉： https://www.nvidia.com/zh-tw/data-center/technologies/blackwell-architecture/?ncid=no-ncid 【聲明啟事】 ⑴文章及案例純為學習心得及經驗分享，不負任何買賣及推介建議，請獨斷慎思風險。 ⑵沒有任何社群軟體群組，不會主動邀約，請慎防詐騙。 ⑶如有誤解、誤繕之處，歡迎指正及交流，請謹守禮節，嚴禁不當言論、謾罵及人身攻擊，敬請配合，謝謝🙏 【更新頻率】每月更新：預定［每月最後一個星期二］更新🌟 【同步發布】本文同步發表在方格子vocus、狄卡Dcard： 🏁方格子vocus🔗(連結如下或放留言) https://vocus.cc/article/685a8506fd897800016b476b 🃏狄卡Dcard🔗(連結如下或放留言) https://www.dcard.tw/f/money/p/259162741 #γTimebob γTimeb^o^b -- Hosting provided by SoundOn

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【γTimeb^o^b伽瑪時代EP18】淺談輝達NVIDIA(Blackwell) GB200 NVL72🪩供應鏈 20250624Tue

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