https://yousali.com/tags/gpu/Recent content in GPU on Yousa Driven Development | YDDHugo -- 0.148.1zhMon, 26 Oct 2026 16:08:09 +0800https://yousali.com/posts/20261026-2027-ai-compute-gw-zh/Mon, 26 Oct 2026 13:05:00 +0800https://yousali.com/posts/20261026-2027-ai-compute-gw-zh/2027 年新增并真正通电的英伟达算力约 15 GW（IT 口径，合理区间 13–18 GW；电网侧约 18 GW），折合约 23 GW GB200 或 20 GW GB300。从英伟达收入和每 GW 价值量倒推，并用台积电产能、供应链和分析师预测交叉验证。https://yousali.com/posts/20261026-2027-ai-compute-gw/Mon, 26 Oct 2026 13:00:00 +0800https://yousali.com/posts/20261026-2027-ai-compute-gw/About 15 GW of new NVIDIA compute (IT basis, range 13–18 GW; about 18 GW grid-side) powers on in 2027, equal to about 23 GW of GB200 or 20 GW of GB300. Derived from NVIDIA's revenue and revenue per GW, cross-checked against TSMC capacity, the supply chain and analyst forecasts.