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算力硬件端午后反弹,沃尔核材冲击涨停

TMTPost News ·  Dec 11 13:37

钛媒体App 12月11日消息,算力硬件端午后反弹,沃尔核材冲击涨停,兆龙互连涨超10%,新易盛、神宇股份、创益通、凯旺科技均涨超5%。华福证券指出,近期海外AI大厂频频披露其十万卡以上集群建设规划,OpenAI计划在全美多地建设5GW数据中心,甲骨文13万GB200集群智算中心功耗达到1GW,预计OpenAI规划的5GW数据中心GPU规模将达到折合约65.5万张GB200的水平。

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