{"id":25894,"date":"2025-07-01T00:00:03","date_gmt":"2025-06-30T16:00:03","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=25894"},"modified":"2025-07-01T08:11:56","modified_gmt":"2025-07-01T00:11:56","slug":"2025%e5%b9%b4%e5%85%a8%e7%90%83ai%e6%9c%8d%e5%8a%a1%e5%99%a8%e5%b8%82%e5%9c%ba%e8%bf%8e%e6%9d%a5%e5%8f%98%e9%9d%a9%e6%97%b6%e5%88%bb","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/zh-hans\/25894\/","title":{"rendered":"2025\u5e74\u5168\u7403AI\u670d\u52a1\u5668\u5e02\u573a\u8fce\u6765\u53d8\u9769\u65f6\u523b"},"content":{"rendered":"<blockquote><p>\u6839\u636eTrendForce\u7edf\u8ba1\uff0c2025\u5e74\u5168\u7403\u670d\u52a1\u5668\u6574\u4f53\u51fa\u8d27\u91cf\u5c06\u6210\u957f\u7ea65%\uff0c\u5176\u4e2d\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u670d\u52a1\u5668\u7684\u9700\u6c42\u5c06\u4f1a\u7ee7\u7eed\u6500\u5347\u30022024\u5e74AI\u670d\u52a1\u5668\u51fa\u8d27\u91cf\u5e74\u589e46%\uff0c\u9884\u8ba12025\uf98e\u5168\u7403AI\u670d\u52a1\u5668\u89c4\u6a21\u5c06\u8fbe\u5230\u7ea6210\u4e07\u53f0\uff0c\uf98e\u589e\u7ea624.5 %\uff0c\u4ee5\u6ee1\u8db3\u4e91\u7aef\u8fd0\u7b97\u670d\u52a1\u4f9b\u8d27\u5546\uff08CSP\uff09\u548c\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\uff08OEM\uff09\u5bf9\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u8bad\u7ec3\u548c\u63a8\u7406\u5e94\u7528\u7684\u9700\u6c42\u3002\u5c55\u671b2025~2026\uf98e\uff0c\u5317\u7f8e\u548c\u4e2d\u56fd\u7684\u4e3b\u8981CSP\u5c06\u6210\u4e3aAI\u670d\u52a1\u5668\u8ba2\u5355\u7684\u4e3b\u8981\u63a8\u52a8\uf98a\u3002\u9884\u8ba1\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u548c\u5173\u7a0e\u76f8\u5173\u7684\u4e0d\u786e\u5b9a\u6027\u4ecd\u5c06\u662f\u6700\u5927\u7684\u98ce\u9669&#8230;&#8230;<\/p><\/blockquote>\n<figure id=\"attachment_13107\" aria-describedby=\"caption-attachment-13107\" style=\"width: 2560px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13107 size-full\" src=\"http:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/04\/2338200441_36M-scaled.jpg\" alt=\"\" width=\"2560\" height=\"1786\" \/><figcaption id=\"caption-attachment-13107\" class=\"wp-caption-text\">\u56fe\u7247\u6765\u6e90 : shutterstock\u3001\u8fbe\u5fd7\u5f71\u50cf<\/figcaption><\/figure>\n<p>TrendForce\u96c6\u90a6\u79d1\u6280\u7814\u7a76\u7ecf\u7406\u9f9a\u660e\u5fb7\u5728\u300cCompuForum 2025 \u2013\u667a\u94fe\u9a71\u52a8 \u91ca\u653eAI\u7b97\u529b\u300d\u7814\u8ba8\u4f1a\u6307\u51fa\uff0c\u7f8e\u7cfbMicrosoft\u3001Google\u3001AWS\u3001Meta\u7b49\u56db\u5927CSP\u662f \u4eba\u5de5\u667a\u80fd\u5e02\u573a\u6210\u957f\u7684\u4e3b\u8981\u9a71\u52a8\uf98a\uff0c\u4e5f\u662f\u9ad8\u9636AI\u670d\u52a1\u5668\u7684\u9700\u6c42\u6765\u6e90\uff0c\u5176\u4e2d\u53c8\u4ee5\u642d\u8f7d\u8f89\u8fbe\uff08NVIDIA\uff09GPU\u7684AI\u670d\u52a1\u5668\u673a\u79cd\u5360\u5927\u5b97\uff1b\u4e2d\u56fd\u65b9\u9762\uff0c\u5728DeepSeek\u95ee\u4e16\u548c\u4eba\u5de5\u667a\u80fd\u81ea\u4e3b\u6027\u9700\u6c42\uf967\u65ad\u6210\u957f\u7684\u63a8\u52a8\u4e0b\uff0cCSP\u5728\u4e2d\u56fd\u540c\u6837\u4fdd\u6301\u5f3a\u52b2\u7684\u6210\u957f\u52a8\u80fd\uff0c\u5e76\u8fdb\u4e00\u6b65\u63a8\u5347CSP\u5bf9\u4e8e\u81ea\u7814\u4f4e\u6210\u672cASIC\u7684\u6295\u8d44\u610f\u613f\uff0c\u5e76\u52a0\u901f\u4eceAI\u8bad\u7ec3\u8f6c\u5411\u63a8\u8bba\u53d1\u5c55\u3002<\/p>\n<figure id=\"attachment_25887\" aria-describedby=\"caption-attachment-25887\" style=\"width: 2048px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-25887 size-full\" src=\"http:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2.jpg\" alt=\"\" width=\"2048\" height=\"1364\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2.jpg 2048w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-300x200.jpg 300w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-1024x682.jpg 1024w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-768x512.jpg 768w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-1536x1023.jpg 1536w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-631x420.jpg 631w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-696x464.jpg 696w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-1068x711.jpg 1068w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-2-1920x1279.jpg 1920w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><figcaption id=\"caption-attachment-25887\" class=\"wp-caption-text\">\u56fe1. TrendForce\u96c6\u90a6\u79d1\u6280\u7814\u7a76\u7ecf\u7406\u9f9a\u660e\u5fb7\u89e3\u6790\u5168\u7403 AI Server\u5e02\u573a\u53ca\u4f9b\u5e94\u94fe\u53d1\u5c55\u8d8b\u52bf\uff1b\u56fe\u7247\u6765\u6e90\uff1aTrendForce<\/figcaption><\/figure>\n<p>TrendForce\u9884\u4f30\uff0cNVIDIA\u9488\u5bf9\u5927\u578b\u4e91\u7aef\u670d\u52a1\u5546\u3001HPC \u8d85\u7ea7\u8ba1\u7b97\u673a\u4e0eAI\u7814\u53d1\u4e2d\u5fc3\u5f00\u53d1\u7684\u8d85\u7ea7\u82af\u7247GB200\uff0c\u51fa\u8d27\uf97e\u9884\u8ba1\u5c06\u5728 2025 \uf98e\u7b2c\u4e8c\u5b63\u5ea6\u540e\u653e\u91cf\uff0c\u800cGB300\u5c06\u4e8e\u4eca\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u91cf\u4ea7\u51fa\u8d27\uff0c\u9884\u8ba1\u5c06\u5728\u7b2c\u56db\u5b63\u5ea6\u5de6\u53f3\u5f00\u59cb\u66f4\u5927\u5e45\u5ea6\u7684\u589e\u4ea7\u3002<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_69_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u76ee\u9304<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 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title=\"2025\uf98eAI\u670d\u52a1\u5668\u4f9b\u5e94\u94fe\u53d1\u5c55\u8d8b\u52bf\">2025\uf98eAI\u670d\u52a1\u5668\u4f9b\u5e94\u94fe\u53d1\u5c55\u8d8b\u52bf<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/25894\/#AI%E6%9C%8D%E5%8A%A1%E5%99%A8%E5%B8%82%E5%9C%BA%E6%88%90%E9%95%BF%E9%A2%84%E6%B5%8B\" title=\"AI\u670d\u52a1\u5668\u5e02\u573a\u6210\u957f\u9884\u6d4b\">AI\u670d\u52a1\u5668\u5e02\u573a\u6210\u957f\u9884\u6d4b<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"2025%E5%B9%B4AI%E6%9C%8D%E5%8A%A1%E5%99%A8%E5%B8%82%E5%9C%BA%E8%A7%84%E6%A8%A1\"><\/span><strong>2025<\/strong><strong>\uf98e<\/strong><strong>AI<\/strong><strong>\u670d\u52a1\u5668\u5e02\u573a\u89c4\u6a21<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u9884\u8ba1\u52302025\uf98e\uff0c\u5168\u7403AI\u670d\u52a1\u5668\u5e02\u573a\u4ef7\u503c\u5c06\u8fbe\u52303,000\u4ebf\u7f8e\u5143\uff0c\uf98e\u589e46.1%\uff0c\u4e3b\u8981\u5c06\u7531\u57fa\u4e8eNVIDIA Blackwell\u5e73\u53f0\u7684\u65b0\u578bHGX\u548cGB Rack\u7684AI\u670d\u52a1\u5668\u6a21\u578b\u63a8\u52a8\u6210\u957f\uff0cAI\u670d\u52a1\u5668\u5c06\u5360\u6574\u4f53\u670d\u52a1\u5668\u5e02\u573a\u603b\u503c\u768472%\u3002<\/p>\n<figure id=\"attachment_25884\" aria-describedby=\"caption-attachment-25884\" style=\"width: 1041px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-25884 size-full\" src=\"http:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-3.jpg\" alt=\"\" width=\"1041\" height=\"527\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-3.jpg 1041w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-3-300x152.jpg 300w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-3-1024x518.jpg 1024w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-3-768x389.jpg 768w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-3-830x420.jpg 830w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/06\/0626-3-696x352.jpg 696w\" sizes=\"auto, (max-width: 1041px) 100vw, 1041px\" \/><figcaption id=\"caption-attachment-25884\" class=\"wp-caption-text\">\u56fe2. \u5168\u7403\u670d\u52a1\u5668\u51fa\u8d27\uf97e\u9884\u6d4b\uff1b\u56fe\u7247\u6765\u6e90\uff1aTrendForce\u63d0\u4f9b\uff0c2025\u5e746\u6708<\/figcaption><\/figure>\n<p>\u4eceAI\u670d\u52a1\u5668\u51fa\u8d27\uf97e\u4e3b\u8981\u82af\u7247\u4f9b\u8d27\u5546\u6765\u770b\uff0c\u7531\u4e8e\u7f8e\u56fd\u51fa\u53e3\u7ba1\u5236\u89c4\u5219\u53ca\u76f8\u5173\u56e0\u7d20\uff0c2025\uf98eNVIDIA Blackwell GPU\u89e3\u51b3\u65b9\u6848\u7684\u51fa\u8d27\uf97e\u9884\u8ba1\u5728\u5c06\u6bd4\u5176\u4ed6\u4f9b\u8d27\u5546\u6210\u957f\u66f4\u9ad8\uff0cNVIDIA\u7684\u5e02\u5360\u7387\u9884\u8ba1\u5c06\u6269\u5927\u523070%\u5de6\u53f3\uff0cCSP\u81ea\u7814\u7684ASIC\u4ee5\u53ca\u5176\u4ed6\u4e2d\u56fd\u672c\u571f\u7684 AI \u82af\u7247\u4f9b\u8d27\u5546\u5e02\u5360\u7387\u5219\u7ef4\u6301\u76f8\u5bf9\u7a33\u5b9a\uff1b\u5728\u57fa\u4e8eGPU\u7684AI\u670d\u52a1\u5668\u9886\u57df\u4e2d\uff0cNVIDIA\u7684\u5e02\u5360\u7387\u9884\u8ba1\u5c06\u8d85\u8fc790%\uff0c\u800cAMD\u5360\u6bd4\u9884\u8ba1\u4e3a7%\uff5e8%\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"2025%E5%B9%B4AI%E6%9C%8D%E5%8A%A1%E5%99%A8%E4%BE%9B%E5%BA%94%E9%93%BE%E5%8F%91%E5%B1%95%E8%B6%8B%E5%8A%BF\"><\/span><strong>2025<\/strong><strong>\uf98e<\/strong><strong>AI<\/strong><strong>\u670d\u52a1\u5668\u4f9b\u5e94\u94fe\u53d1\u5c55\u8d8b\u52bf<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>CSP\u4ecd\u5c06\u662f\u9ad8\u9636AI\u670d\u52a1\u5668\u6700\u5927\u7684\u5ba2\u6237\u7fa4\uff0c\u9ad8\u9636AI\u670d\u52a1\u5668\u5305\u542b\u91c7\u7528H200\u3001B200\/B300\u3001MI\u7cfb\u5217\u7b49GPU\u7684\u670d\u52a1\u5668\uff0c\u4ee5\u53ca\u91c7\u7528CSP\u5f00\u53d1\u7684\u9ad8\u9636AI\u8bad\u7ec3ASIC\u7684\u670d\u52a1\u5668\uff0c\u5168\u7403\u516b\u5927\u4e91\u7aef\u670d\u52a1\u4f9b\u8d27\u5546\u57282025\u5e74\u7684AI\u670d\u52a1\u5668\u51fa\u8d27\uf97e\u4efd\u989d\u4ecd\u7136\u5360\u6bd4\u8fc7\u534a\uff0851.5%\uff09\u3002\u4e2d\u56fd\u767e\u5ea6\u3001\u5b57\u8282\u8df3\u52a8\u3001\u963f\u91cc\u5df4\u5df4\u3001\u817e\u8baf\u7b49\u56db\u5927CSP\u6b63\u79ef\u6781\u91c7\u7528\u9002\u7528\u4e8e\u4e2d\u56fd\u6570\u636e\u4e2d\u5fc3\u7684NVIDIA H20\u4ee5\u53ca\u7c7b\u4f3c\u7684\u89e3\u51b3\u65b9\u6848\uf92d\u5efa\u7acb\u5176AI\u670d\u52a1\u5668\u57fa\u7840\u8bbe\u65bd\u3002\u6b64\u5916\uff0c\u4e2d\u56fdCSP\u5c06\u52a0\u5f3a\u81ea\u4e3bASIC\u7684\u5f00\u53d1\uff0c\u9884\u8ba12025\uf98e\u5c06\u5360\u4e2d\u56fd\u6574\u4f53\u5e02\u573a\u768418.5%\u5de6\u53f3\u3002<\/p>\n<p>\u9f9a\u660e\u5fb7\u6307\u51fa\uff0c2025 \uf98e\u5317\u7f8e\u56db\u5927CSP\u7684\u8d44\u672c\u652f\u51fa\u5c06\u589e\u52a0 30% \u4ee5\u4e0a\uff0c\u672a\u6765\u5c06\u7ee7\u7eed\u6295\u8d44GPU\u6216\u5f00\u53d1\u81ea\u5df1\u4e13\u6709\u7684ASIC\uff0c\u56e0\u6b64NVIDIA \u57282025\uf98eComputex \u4e0a\u79ef\u6781\u63a8\u5e7f\u5176\u5f00\u653e\u5f0f\u89e3\u51b3\u65b9\u6848NVLink Fusion\uff0c\u76ee\u6807\u6b63\u662f\u7784\u51c6CSP\u7684ASIC \u5e02\u573a\u3002<\/p>\n<p>\u867d\u7136\u5927\u578bCSP\u5bf9\u4e8e\u9ad8\u9636 AI \u670d\u52a1\u5668\u7684\u9700\u6c42\u5c06\u7ef4\u6301AI\u670d\u52a1\u5668\u7684\u5f3a\u52b2\u6210\u957f\uff0c\u4f9b\u5e94\u94fe\u4ecd\u53d7\u5230\u5b8f\u89c2\u7ecf\u6d4e\u56e0\u7d20\u7684\u5f71\u54cd\uff0c\u5730\u7f18\u653f\u6cbb\u4e0e\u5173\u7a0e\u4ecd\u662f\u5e02\u573a\u98ce\u9669\uff0c\u4f46\u9ad8\u5e26\u5bbd\u5185\u5b58(High Bandwidth Memory\uff0cHBM) 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class=\"Article_content_15px\" bgcolor=\"#DBDBEE\">\u653f\u6cbb\u5927\u5b66\u65b0\u95fb\u7814\u7a76\u6240<\/td>\n<\/tr>\n<tr>\n<td class=\"Article_content_15px\" valign=\"top\"><strong>\u7ecf\u5386\uff1a<\/strong><\/td>\n<td class=\"Article_content_15px\">\u5317\u7f8e\u667a\u6743\u62a5\u8d44\u6df1\u7f16\u8f91<br \/>\n\u9a85\u8baf\u7535\u5b50\u603b\u7ecf\u7406\u5ba4\u7279\u52a9<br \/>\n\u7ecf\u6d4e\u65e5\u62a5\u8d22\u7ecf\u7ec4\u8bb0\u8005<br \/>\n\u4e1c\u68ee\u8d2d\u7269\u603b\u7ecf\u7406\u5ba4\u7ecf\u8425\u4f01\u5212<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-- \u4f5c\u8005\u4ecb\u7ecd\u7ed3\u675f --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6839\u636eTrendForce\u7edf\u8ba1\uff0c2025\u5e74\u5168\u7403\u670d\u52a1\u5668\u6574\u4f53\u51fa\u8d27\u91cf\u5c06\u6210\u957f\u7ea65%\uff0c\u5176\u4e2d\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u670d\u52a1\u5668\u7684\u9700\u6c42\u5c06\u4f1a 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