[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof8b7dd1b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciof8b7dd1b","制造工艺“卡脖子”！英伟达(NVDA)下一代AI机架系统Kyber或跳票至2028年","\u002Fdoc\u002Fdciof8b7dd1b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，据研究机构SemiAnalysis称，由于制造工艺问题，英伟达(NVDA)下一代人工智能(AI)机架系统Kyber可能推迟至2028年推出。这是英伟达近期一系列产品延期消息中的最新一例，也引发了市场对这家AI巨头产品路线图的进一步关注。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据悉，Kyber NVL144是一种服务器机柜，可将144颗英伟达最强大的芯片集成于单一系统中，使它们能够协同工作，如同一台超大型计算机，为AI企业训练和运行最先进模型提供所需的算力。该架构采用垂直而非水平方式安装图形处理器(GPU)计算托盘，以提高芯片集成密度并降低延迟，原计划于2027年随Vera Rubin Ultra——英伟达下一代机架级系统——一同推出。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SemiAnalysis周一发布报告称，此次延期源于系统核心电路板制造难度过高。该机构表示“由于PCB中板(PCB midplane)在制造工艺方面仍面临巨大挑战，Kyber NVL144机架架构已推迟至2028年。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">资料显示，SemiAnalysis所指的PCB中板也被英伟达官方称为\"正交背板\"(Orthogonal Backplane)，其作用是实现计算托盘与交换托盘之间的90°垂直互联——计算托盘垂直插入，通过这块中板与后部交换托盘实现板对板直连，彻底消除传统线缆丛林。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这块板子的制造难度极高。据上述技术分析，该背板采用M9级覆铜板+石英布(Q布)+PTFE混合材料，层数达78层(由3块26层板压合而成)，线宽线距≤25μm，以满足448G+ SerDes速率下的超高速信号完整性要求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">之所以需要这块PCB中板，原因在于Rubin Ultra NVL144机架需在单域内连接144颗GPU，若沿用铜缆方案，需要超过2万根线缆，重量增加30%以上且信号衰减严重。因此，PCB中板是在当前技术条件下少有的可行方案。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，SemiAnalysis指出，英伟达原有的备用方案——NVL72x2背靠背机架架构——也已被取消。该方案的设计思路是将两个Oberon机架背靠背放置，通过纯铜NVLink扩展规模域，以此绕开Kyber中板的制造难题并实现相近算力。这一方案被取消的原因在于云计算客户认为这一设计过于笨重、运营成本过高。该机构表示“由于云服务提供商(CSP)和超大规模云厂商(Hyperscalers)对其奇特设计以及沉重的运营负担提出强烈反对，该方案目前已被取消。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，SemiAnalysis还表示，NVL576——通过CPO(共封装光学)连接8个Oberon机架的更大规模系统——也很可能延期推出，或者仅进行小规模量产。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">CPO是英伟达在Rubin Ultra阶段首次引入规模扩展网络的光学互联技术。据SemiAnalysis此前于2026年3月发布的研报，NVL576的设计方案是，机架内部保持铜缆扩展，机架之间通过CPO连接NVSwitch，形成两层全互联网络。但CPO本身的量产成熟度仍是变量。SemiAnalysis在研报中明确指出，CPO NVSwitch要到Feynman一代才会正式就绪。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于英伟达这一系列产品延期，SemiAnalysis认为，这意味着英伟达“目前尚未拥有一套经过验证的方案，能够进一步扩大Rubin Ultra系统的集群规模”。该机构预计，这可能会为AMD(AMD)以及谷歌(GOOGL)带来难得的技术突破机会。这两家公司自主研发的AI芯片目前已经从多家顶级AI实验室获得订单。不过，该机构同时预计，英伟达2027财年下半年数据中心计算业务收入将比华尔街普遍预期高出20%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]