浙商證券：ChatGPT 的背後，指數級的增長芯片與半導體需求

智通財經
2023.02.09 06:38
浙商證券 2 月 9 日指出，ChatGPT 作為一種新興的超智能對話 AI 產品，無論是從技術原理角度還是運行條件角度，ChatGPT 都需要強大算力作為支撐，從而帶動場景流量大幅增加，此外，ChatGPT 對於高端芯片的需求增加也會拉動芯片均價，量價齊升導致芯片需求暴漲；面對指數級增長的算力和數據傳輸需求，可以進行提供的 GPU 或 CPU+FPGA 芯片廠商、光模塊廠商即將迎來藍海市場。看好國內 GPU、CPU、FPGA、AI 芯片及光模塊產業鏈玩家。
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