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跨境网络优化企业对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，存储超跨境网络优化物料成本中，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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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
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<\/p>\n\n \n
\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527759,cid:141}
