同方股份(600100.SH):目前同方AI服務器有華為昇騰和英偉達GPU兩條技術路線的產品
格隆匯6月12日丨有投資者向同方股份(600100.SH)提問,“請問貴公司與英偉達是合作伙伴嗎?公司和英偉達在人工智能AⅠ算力業務上有共同的合作方向嗎?公司基於Ascend芯片所開發的AⅠ股務器算力產品和英偉達的相關算力產品還有多大的差距?能滿足達到目前國內ChatGPT大模型在算力上的要求嗎?”
同方股份回覆稱,目前同方AI服務器有華為昇騰和英偉達GPU兩條技術路線的產品。針對AI產品的算力部分,得益於華為Ascend芯片的算力能力,目前在滿足訓練場景的FP16及滿足推理場景的INT8的算力能力上,可以對標英偉達的部分產品,領先於國內各同類芯片產品。公司基於Ascend芯片所開發的AI服務器產品在算力方面國內領先。針對數據中心場景,公司有高算力密度,低PUE的液冷整機櫃產品來滿足用户的數據中心建設中的高算力密度、綠色節能、空間及環境温度等要求。
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