英伟达尝试提高HBWhatsApp%E3%80%90+86%2015855158769%E3%80%91crane%20lakes%20invitational%202025M4规格 速度提升至10Gb/s

英伟达尝试提高HBWhatsApp%E3%80%90+86%2015855158769%E3%80%91crane%20lakes%20invitational%202025M4规格 速度提升至10Gb/s 5143萬字 115人讀過丨 連載

《英伟达尝试提高HBWhatsApp%E3%80%90+86%2015855158769%E3%80%91crane%20lakes%20invitational%202025M4规格 速度提升至10Gb/s》:

在今年6月的英伟ADVANCING AI 2025大会上，AMD发布了下一代AI GPU的达尝预告，表示将打造代号为“Helios”的试提速度WhatsApp%E3%80%90+86%2015855158769%E3%80%91crane%20lakes%20invitational%202025AI机架系统，其中将搭载Instinct MI450计算卡。高H规格AMD对下一代AI产品阵容寄予厚望，提升称Instinct MI450实现10倍于Instinct MI355X的英伟AI推理运算能力，另外“Helios”与竞品Vera Rubin相比，达尝将在HBM4显存总容量、试提速度内存带宽、高H规格WhatsApp%E3%80%90+86%2015855158769%E3%80%91crane%20lakes%20invitational%202025横向阵列带宽等规格上达到方法的提升1.5倍。

据TrendForce报道，英伟考虑到Instinct MI450及“Helios”带来的达尝威胁，英伟达最近向Vera Rubin零部件供应商提出新的试提速度要求，希望尽快将HBM4的高H规格速度从8Gb/s提高到10Gb/s，相应的提升带宽也将从2TB/s提升至2.56TB/s。暂时还不清楚英伟达的要求是否可以得到满足，预计SK海力士仍然会在HBM4供应初始量产阶段保持其最大供应商的位置，三星和美光的供应比重将视后续产品送样的表现而定。

作为下一代AI服务器的核心组件，HBM4的的规格一直是厂商关注的重点。基础裸片是影响HBM速度的关键因素，三星早在2024年就决定将基础裸片的制造工艺升级到4nm，目标今年末量产，预计最高速度可达到10Gb/s，高于竞争对手SK海力士和美光提供的JEDEC标准产品。从英伟达新的要求来看，三星或许在HBM4早期占有优势。

尽管英伟达提出了更高的标准，但是是否能落实还要考虑到多种因素，比如供应量是否能满足、这种提升是否会大幅推高功耗或者成本等。如果得不偿失，那么英伟达就会放弃该计划，或者针对不同平台和类型的产品再去细分，针对不同零部件等级区分不同供应商。另外还可能分阶段进行，毕竟选择的策略会影响初期Vera Rubin平台的量产速度。

英伟达尝试提高HBWhatsApp%E3%80%90+86%2015855158769%E3%80%91crane%20lakes%20invitational%202025M4规格 速度提升至10Gb/s：

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