浙商证券：ChatGPT 的背后，指数级的增长芯片与半导体需求

Zhitong
2023.02.09 06:38
浙商证券 2 月 9 日指出，ChatGPT 作为一种新兴的超智能对话 AI 产品，无论是从技术原理角度还是运行条件角度，ChatGPT 都需要强大算力作为支撑，从而带动场景流量大幅增加，此外，ChatGPT 对于高端芯片的需求增加也会拉动芯片均价，量价齐升导致芯片需求暴涨；面对指数级增长的算力和数据传输需求，可以进行提供的 GPU 或 CPU+FPGA 芯片厂商、光模块厂商即将迎来蓝海市场。看好国内 GPU、CPU、FPGA、AI 芯片及光模块产业链玩家。
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