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AIGC行业深度报告（5）：ChatGPT，加速计算服务器时代到来-20230308-华西证券

邮箱：核心逻辑: 大模型出现有望带动AI服务器需求爆发我们认为ChatGPT具备跨时代的意义的本质是AI算法大模型，因此科技巨头已经开始算力“军备赛”，大模型的出现有望带动AI服务器需求爆发。服务器架构随负载量扩张不断优化，已经经历传统单一部署与集群模式，目前正处于分布式模式的转变阶段。CPU、内部存储和外部存储是服务器的核心部件。加速计算是服务器成长的核心驱动力按照CPU指令集架构的差异

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