郭明錤：英伟达新AI芯片B300预计今年二季度试产
3月17日，天风国际证券分析师郭明錤发文称，英伟达新AI服务器的芯片与系统方案为GTC 2025硬件更新关键。新AI芯片B300为发布会关键重点，包括Dual-die（CoWoS-L）与Single-die（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%（FP4）。B300预计在2Q25试产并于3Q25量产，提供算力更强且平均token成本更低的Scale-up与Scaling-out之参考设计方案。
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The S&P 500 slumped 1.8% on Monday and Tuesday, thanks to China Evergrande, the Chinese property company that looks like it is ready to default on its more-than $300 billion in debt. Cries of the next Lehman Brothers—or maybe the next Silverado?—echoed through the canyons of Wall Street as investors prepared for the worst.
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