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|2024 03 12 AI 15 TMT/NVIDIA CEO 2024 SIEPR DGX GPU DGX NVIDIA CEO DGX GPU AI NVIDIA CEO 2024 SIEPR DGX NVIDIA 1 NVIDIA AI GPU 2 NVIDIA GPU AI Intel/AMD CPU 350W/400W NVIDIA H100 GPU 700W B100 1,000W Atlas 900 PoD 46kW 23-24 25 2022 5%-8%IDC&2024 2025 3-5 CPU GPU CDU AI 2025 IDC 48.31 2023-2025 CAGR 71.11%2028 IDC 98.72 2023-2028 CAGR 43.02%AI ICT IDC 1 2 3 IDC%194 3.8 2807.1 3.6 2095.3 3.1%1m 6m 12m 37.9-5.6 2.5 31.2-0.9 12.0 1 5.5G 2024-03-11 2 14 2024-03-01 3 Sora 13 2024-02-20 S1090522060001 S1090523040001-40-30-20-100102030Mar/23 Jul/23 Oct/23 Feb/24(%)通信 沪深300NVDIA GTC 2 NVIDIA DGX AI.3 1 NVIDIA DGX AI.3 2 AI.3 3.4.5 1.6 2.6 3 IDC.8 4.8 5.8.10 1.10 2 IDC.12 3.13 1 AI.4 2.10 3.11 4 PEBand.15 5 PBBand.15 1.5 2.11 3 IDC.12 4.13 ZXFUzQmRmPnMrPnOtOsNmN8O8Q9PsQnNpNtPeRmMqMkPrRzQ7NrRvMNZqMoOuOpMtM 3 NVIDIA DGX AI 1 NVIDIA DGX AI NVIDIA CEO DGX NVIDIA CEO 2024 SIEPR NVIDIA DGX GPU DGX GPU NVIDIA AI GPU NVIDIA NVIDIA AI GPU 40%GPU NVIDIA GPU 2 AI CPU/GPU Atlas 900 PoD 46kW Intel/AMD CPU 350W/400W NVIDIA H100/H200 GPU 700W B100 1000W AI AI Atlas 900 PoD 46kW mm 1W NVIDIA H100 4nm 700W 814mm 1W NVIDIA B100 3nm 1,000mm-1,500mm B100 H100 40%TCO CDCC Capex 1TkW Capex Opex 3-5 30%2022 5%-8%IDC 2024 2025 3-5 4 1 AI CDCC 3 1 2024 AI 2024 3 11-12 2024 AI 2 3 14-15 2024 3 NVIDIA GTC 2024 AI NVIDIA GTC 2024 3 18-21 NVIDIA Blackwell B100 GPU e8uuumXuwA2b6Ee8+T7d7siCYydMK33bsDsO0TSEcfYhtJuqXZA6esvtxsn9CLVD 5 1 Intel Gaudi 3 AI NVIDIA 2022 5 Direct-to-Chip A100 80GB PCIe GPU 2023 6 2023 7 AI GPU 2024 3 NVIDIA GPU Google 2018 TPU v3 POD 2021 TPU v4 PCB 4 2023 TPU v5p 2019 4 FusionServer Pro 65kW 昇 昇 Atlas 900 PoD PUE 1.15 18-30kW 100%CPU Intel 3DVC ICT Manifold/CDU All in 500 10 5-7 10 IDC 2021 2021 2023 8 A-11 2 70%IDC B 21.5-50kW 2016 2017 2018 2020 5A 2021 2021-2023 2023 TCO Ice Lake Intel 2016 Intel Purly CPU 2018 AI X-MAN2.0 2022 X-MAN4.0 2023 AIDC 1,200W 100kW IT 2023 2024 10%2025 50%6 5A 1 Intel Gaudi 3 2023 12 Intel Gaudi 3 AI P2P P2P 160kW NVIDIA 1 2022 5 NVIDIA Direct-to-ChipA100 80GB PCIe GPU 28%2 2023 6 NVIDIA DLC 1 200kW 2 5%20%3 2023 7 NVIDIA NVIDIA AI GPU 4 2024 3 NVIDIA GPU Google TPU v3 TPU v5 2018 Google TPU v3 POD 2021 TPU v4 PCB 4 2023 Google TPU v5p TPU v4 2.8 3 Google 2 FusionServer Pro IT 昇 Atlas 900 PoD 2019 4 FusionServer Pro PUE 30%TCO 20%FusionServer Pro E9000 FusionServer Pro 65kW 昇 昇 Atlas 900 PoD PUE 1.15 2023 昇 Atlas 900 AI 7-2011 2015 2019 18-30kW C7000 C8000 TC4600E-LP 2021-2023H1 58.8%2023H1 260MW 2023 10 100%ICT Intel 1 CPU Intel 3DVC 20%2 CPU 3 2024 2 MWC24 IceCube 100kW ICT 2017 R4900 G2 B16000 ICT Manifold/CDU AI 2022 All in 500 10 5-7 10 2024 1 Intel 100%IDC 2022 34%8 3 IDC AIDC 2021 2021 2023 8 A-11 2 70%IDC B 21.5-50kW AIDC 4 2016 2017 2018 2020 5A 2021 5,100 10 2023 2021-2023 2023 TCO Ice Lake Intel ODCC AI CDU 2016 2023 AIDC 2016 Intel Purly CPU 2018 AI X-MAN2.0 2022 X-MAN4.0 AI 2023 AIDC 1 1,200W 2 100kW IT 5 2024 2023 6 1 2023 2 2024 10%3 9 2025 50%2024 1 15,000 5A 10 1 CPU GPU CPU GPU Intel CPU CPU CPU CPU GPU CDU 2 Intel IT HVDC CDU CDU/1 11 2 3 AI AI PUE 2 冷 板式 浸 没式 喷 淋式 PUE 1.17-1.30 1.05-1.08 1.05-1.10 CDCC 12 2 IDC 2025 IDC 48.31 2023-2025 CAGR=71.11%2028 IDC 98.72 2023-2028 CAGR=43.02%2025 37.91 2023-2025 CAGR 61.25%2025 AI 10.40 2023-2025 CAGR 132.74%1 2023 AI/15%/8%2028 60%/23%2 2023 AI kW 0.70 2023-2028 2023 kW 0.50 2023-2028 3 2023 GPU 0.08 2023-2028 GPU GPU 3 IDC-2023E 2024E 2025E 2026E 2027E 2028E 373.00 394.80 413.19 431.80 450.79 470.79 AI 3.00 10.00 13.00 15.60 17.94 20.63 AI%0.80%2.53%3.15%3.61%3.98%4.38%AI%15%20%35%45%55%60%AI kW 4.0 5.5 6.5 8.0 10.0 12.0 AI kW 0.70 0.65 0.60 0.50 0.40 0.35 AI 1.26 7.15 17.75 28.08 39.47 51.99 370.00 384.80 400.19 416.20 432.85 450.16%8%10%12%15%18%23%kW 0.9 1.1 1.2 1.3 1.3 1.3 kW 0.50 0.42 0.35 0.30 0.25 0.20 13.32 17.78 20.17 23.41 25.32 26.92 14.58 24.93 37.91 51.49 64.79 78.91-2023E 2024E 2025E 2026E 2027E 2028E AI%0.80%2.53%3.15%3.61%3.98%4.38%AI 3.00 10.00 13.00 15.60 17.94 20.63 GPU 0.08 0.10 0.10 0.10 0.12 0.12 AI-1.92 8.00 10.40 12.48 17.22 19.81 16.50 32.93 48.31 63.97 82.01 98.72 IDC 13 3 4 Manifold CDU BA 2021 200KW 2022 Coolinside 6 2023 7 Intel 2023 11 XSpace 2024 3 900MW Intel-2023 7/ACM-CDU Manifold 2011 2022 500MW 2024 10 R410A 2013 2015 2022 11 2023 2 2023 12 2024 3 Intel Intel Birch Stream Manifold Tank CDU 2020 2022 8 GPU 2023H1 1.92 CDU Manifold 2022 7 2022 11 CDCC 2022 2023 12 IDCC2023 14 500MW IDC 2021 200KW 2022 Coolinside 6 2024 3 900MW Intel 2023 7/2011 2022 500MW 2024 10 AI 2023H1 2020 ICT 2022 8 GPU GPU 2023 2023H1 15 1.92 Intel 2011 2013 2015 2023 2 2023 12 2024 3 Intel Intel Birch Stream AIDC 2022&AI CPU GPU kW 4 PEBand 5 PBBand 10 x15x20 x25x050010001500200025003000Mar/22 Sep/22 Mar/23 Sep/231.0 x1.5x2.0 x2.5x3.0 x0200400600800100012001400Mar/22 Sep/22 Mar/23 Sep/23 16 6-12 A 300 500 20%5-20%5%5%
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