AI 导读
走私HBM能缩小多少差距？假设华为2028年走私的HBM达到其国内供应量的10倍，这一流量大到不切实际，成本至少400亿美元。其2028年产量将从100万升至约1100万H100等效算力，仍仅为英伟达当年产量的11%。
正文
How much would smuggling HBM close the gap? Suppose Huawei smuggled in 10× its domestic HBM supply for 2028, an implausibly large flow costing at least $40 billion. Its 2028 output would rise from 1M to about 11M H100-equivalents, still only 11% of Nvidia's production that year.
来源：@EpochAIResearch · x.com