失时落势网NVIDIA Vera Rubin机柜物料成本破5000万元，存储占比超25%
NVIDIA即将在今年正式出货面向AI训练与推理的柜物Vera Rubin架构NVL72机架，能够在AI算力上带给企业更有力的料成支持，并且已经有相当多的本破游戏加速企业对NVL72提出了兴趣，不过有消息称由于存储价格的存储超大幅提升，导致NVL72的占比物料成本将会超过5000万元，尤其是柜物存储成本更是飙升4.35倍。
来自摩根士丹利的料成研究报告称，NVIDIA的本破NVL72的物料成本达到了780万美元，相当于5300万元人民币，存储超游戏加速物料成本中，占比增长最高的柜物当然就是存储成本，在上一代AI机柜发布的料成时候，存储成本仅占9%，本破然而到了如今Vera Rubin时代，存储超存储成本就占到了26%。占比作为Vera Rubin的核心，Rubin GPU的物料成本大约为5.5万美元，与上代相比提升了57%。
作为Vera Rubin的核心，存储系统的物料成本从原来的37.3万美元飙升到200万美元，涨幅达到了4.36倍，也是这一次成本提升的大头，并且NVIDIA NVL72有大约200万美元的成本用于冷却系统、NVLink交换机、网络芯片以及电源，由于材料报价的提升，像是PCB板的成本也提升了2.3倍。
不过就现在这个供不应求的局面，就算Vera Rubin物料成本不断提升，大企业也是愿意买单，或许NVL72的实际售价会突破1亿元人民币，让NVIDIA的营收再创新高。
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\u7b97\u529b\u7535\u6e90\u4ea7\u4e1a\u5cf0\u4f1a\uff0cPSU 2027\u9635\u5bb9\u6301\u7eed\u66f4\u65b0
\u5145\u7535\u5934\u7f51
\u82f1\u96c6\u82af\u63a8\u51faAC Switch\u65e0\u6865PFC\u5feb\u5145\u65b9\u6848\uff01
\u5145\u7535\u5934\u7f51\u8bc4\u6d4b\u5ba4
\u56fd\u884c iPhone 18 Pro Max \u539f\u5382\u4e0e\u7b2c\u4e09\u65b9\u65e0\u7ebf\u5145\u7535\u5168\u7a0b\u5bf9\u6bd4
\u82f9\u679c\u5546\u57ce\u4e0a\u65b0\uff1a\u5899\u63d2\u4e00\u4f53\u5b9e\u73b0 25W \u65e0\u7ebf\u5feb\u5145
\u670d\u52a1\u5668\u7535\u6e90\u62c6\u89e3
\u534a\u5e74372\u4ebf\uff01\u8d85\u805a\u53d8\u8425\u6536\u89c4\u6a21\u521b\u65b0\u9ad8\u4f4d
\u7535\u6d3e\u50a8\u80fd
AC+DC\u53cc\u8def\u8f93\u5165\uff0cCeptics\u8fd9\u6b3e\u6237\u5916\u7535\u6e90\u6700\u5feb90\u5206\u949f
\u6709\u7535\u6f6e\u58f3
\u53ef\u6536\u7eb3\u6307\u63e1\uff01iPhone 18 Pro \u8fce\u6765\u5168\u65b0\u9632\u62a4\u58f3<\/p>\n
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\u76f8\u5173\u4f01\u4e1a<\/h2>
,addtime:1790526265,cid:67}
- {id:52,title:9\u670826\u65e5\u5145\u7535\u65e9\u62a5,content:
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<\/p>\n\u5145\u7535\u65e9\u62a5\uff0c\u662f\u5145\u7535\u5934\u7f51\u7cbe\u5fc3\u6253\u9020\u7684\u884c\u4e1a\u8d44\u8baf\u7cbe\u9009\u680f\u76ee\u3002
\u6bcf\u65e5\u6c47\u805a\u5168\u7403\u5145\u7535\u9886\u57df\u6700\u65b0\u52a8\u6001\u3001\u91cd\u78c5\u4e8b\u4ef6\u4e0e\u6280\u672f\u8d8b\u52bf\uff0c\u7cbe\u9009\u5feb\u5145\u3001\u50a8\u80fd\u3001\u7535\u6e90\u3001\u82af\u7247\u3001\u65e0\u7ebf\u5145\u7b49\u6838\u5fc3\u8d5b\u9053\u4e00\u624b\u4fe1\u606f\uff0c\u4ee5\u7cbe\u70bc\u5185\u5bb9\u9ad8\u6548\u4f20\u9012\u4ea7\u4e1a\u4ef7\u503c\uff0c\u52a9\u529b\u4ece\u4e1a\u8005\u5feb\u901f\u628a\u63e1\u884c\u4e1a\u8109\u640f\uff0c\u4e00\u7ad9\u5f0f\u638c\u63e1\u5145\u7535\u884c\u4e1a\u5f53\u65e5\u5173\u952e\u8fdb\u5c55\u3002
\u6d3b\u52a8\u9884\u544a
2026 \u4e16\u754c\u7535\u5bb9\u5927\u4f1a\u30fb\u5168\u7403\u6f14\u8bb2\u5609\u5bbe\u62db\u52df\u4e2d
\u5171\u8bdd\u50a8\u80fd | 2027 \u4e9a\u6d32\u50a8\u80fd\u5927\u4f1a\u6f14\u8bb2\u62db\u52df\u5f00\u542f
\u7b97\u529b\u7535\u6e90\u4ea7\u4e1a\u5cf0\u4f1a\uff0cPSU 2027\u9635\u5bb9\u6301\u7eed\u66f4\u65b0
\u5145\u7535\u5934\u7f51
\u82f1\u96c6\u82af\u63a8\u51faAC Switch\u65e0\u6865PFC\u5feb\u5145\u65b9\u6848\uff01
\u5145\u7535\u5934\u7f51\u8bc4\u6d4b\u5ba4
\u56fd\u884c iPhone 18 Pro Max \u539f\u5382\u4e0e\u7b2c\u4e09\u65b9\u65e0\u7ebf\u5145\u7535\u5168\u7a0b\u5bf9\u6bd4
\u82f9\u679c\u5546\u57ce\u4e0a\u65b0\uff1a\u5899\u63d2\u4e00\u4f53\u5b9e\u73b0 25W \u65e0\u7ebf\u5feb\u5145
\u670d\u52a1\u5668\u7535\u6e90\u62c6\u89e3
\u534a\u5e74372\u4ebf\uff01\u8d85\u805a\u53d8\u8425\u6536\u89c4\u6a21\u521b\u65b0\u9ad8\u4f4d
\u7535\u6d3e\u50a8\u80fd
AC+DC\u53cc\u8def\u8f93\u5165\uff0cCeptics\u8fd9\u6b3e\u6237\u5916\u7535\u6e90\u6700\u5feb90\u5206\u949f
\u6709\u7535\u6f6e\u58f3
\u53ef\u6536\u7eb3\u6307\u63e1\uff01iPhone 18 Pro \u8fce\u6765\u5168\u65b0\u9632\u62a4\u58f3<\/p>\n
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\u76f8\u5173\u4f01\u4e1a<\/h2>
,addtime:1790526265,cid:67}
