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天风证券:NVIDIA B300引领GPU Socket新时代,市场前景广阔!
预计到2025-2026年,B300系列产品的出货量将突破百万级。英伟达作为数据中心GPU的佼佼者,预计将接连推出650万到700万块GPU产品,而socket设计将成为销量增长的主要动力。假设每个GPU对应30-40美金不等的socket价格,这为市场带来了约1.95至2.8亿美金的增长空间。
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