首都在線(300846.SZ):GPU芯片整體利用率在70%-80%之間
格隆匯10月31日丨首都在線(300846.SZ)於2024年10月30日接受特定對象調研,就“公司目前在手GPU芯片情況如何?具體的類型大概是哪些?整體上架率如何?”,公司表示,公司目前在手GPU芯片2萬餘張,公司結合自身優勢,主要佈局AI推理行業賽道,所以AI推理芯片為主流芯片,佔比大概90%,剩餘為訓練及其他類型芯片。資源使用情況,根據智算產品類型不同也有所差異。GPU雲產品因受平台資源屬性影響,公司需要預留合理的資源水位以應對客户彈性使用需求。GPU裸金屬產品相對更高一些。GPU芯片整體利用率在70%-80%之間。
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