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有色金属金属新材料行业有色专题：算力金属新材料助力AI大时代发展-20230703-德邦证券

AI大时代为材料端带来机遇，算力有望高速增长。Chatgpt带火Al产业链，未来有望快速发展。在基础层，算力将是重点。算力的核心部件在于各类芯片，包括CPU、GPU、ASIC等一系列芯片。算力的核心系统在于各类服务器。结合华为GIV 预测，2030年全球算力规模有望达到56ZFlops，平均年增速达到65%。其中基础算力达3.3ZFlops，平均年增速27%；智能算力达52.5ZFlops，平均增

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