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上海证券-人工智能行业跟踪报告：英伟达发布新一代GPU架构，NVLink连接技术迭代升级-240329

事件描述 2024年3月19日，英伟达正式发布Blackwell架构的GPUB200、计算平台HGXB200以及新一代NVLink5.0连接技术。同时，英伟达基于B200和GraCeCPU推出了超级芯片GB200，以及由72张GB200组成的DGXGB200NVL72超级计算机。值得关注的是，新一代NVLink连接技术支持单块Blackwell架构的GPU实现1.8TB/s的传输带宽。

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