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Sophia, an Nvidia partner, has designed modular server racks with integrated solar panels it calls TILES, which are 1 meter by 1 meter in area and a few centimeters in depth. By adopting this thin form factor, DeMillo says that processors can sit against a passive heat spreader, eliminating the need for active cooling. He expects 92% of the power it generates will go to processing, a significant gain on traditional designs. This design requires, however, a sophisticated software management system to balance activity across the processors.
英特尔CEO陈立武直言，AI相关的需求增加，已对电脑和智能手机方面的传统供应带来了压力，导致存储芯片短缺，价格持续上涨，在2028年前不会缓解。这和瑞银分析师团队的预测大致相同，其指出，在当前AI数据中心持续扩张的背景下，全球存储产业正呈现出明显的结构性分化，行业层面出现“有意义的供给缓解”最早也要到2028年前后。，推荐阅读爱思助手下载最新版本获取更多信息
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他写道：“与通常能够轻松应对行业波动的企业不同，英伟达相对于其盈利和现金流而言沉重的供应义务，使得市场低谷对英伟达而言构成更大的潜在风险。”