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中泰证券-AI行业产业研究算力系列之二：算力租赁产业框架-240123
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- 《中泰证券-AI行业产业研究算力系列之二：算力租赁产业框架-240123》主要讨论：◼ 算力租赁因何而起。1）全球范围内，GPT等一系列生成式大模型推动产业界对算力需求显著增加，但短期内高端GPU产能与交付效率有限，造成GPU供需失衡。2）在国内，国产GPU距离海外先进GPU仍有一…
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- 来源机构：中泰证券，篇幅约 23 页。
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