代币经济学与人工智能工厂技术栈：为什么亚洲需要更多数据中心.pdf

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1、2025 OCP Southeast Asia Tech DayMarina Bay Sands Expo&Convention Centre,SingaporeTokenomics and the AI Factory StackWhy Asia Needs More DatacentersDaniel Nishball,Myron Xie,Ivan Chiam2025 OCP Southeast Asia Tech DayMarina Bay Sands Expo&Convention Centre,SingaporeThe AI Token Factory Economics Stack

2、Inference ProvidersNeocloudsDatacentersApplicationsSource:SemiAnalysis estimates.2025 OCP Southeast Asia Tech DayMarina Bay Sands Expo&Convention Centre,SingaporeTotal Cost of Ownership Summary for H200Source:SemiAnalysis estimates.2025 OCP Southeast Asia Tech DayMarina Bay Sands Expo&Convention Cen

3、tre,SingaporeAccelerator Roadmap GPU Content IncreasesSource:SemiAnalysis estimates.$8,000$32,000$128,000A100H100H200GB200NVL72GB300NVL72VR200NVL144VR300NVL576GPU ASP($)Source:SemiAnalysis estimates.Note:Chart is not drawn to scale.2025 OCP Southeast Asia Tech DayMarina Bay Sands Expo&Convention Cen

4、tre,SingaporeHopperBlackwellRubinRubin Ultra1 x Reticle Sized GPU 5 x HBM3 and 1 x Dummy Die2 x Reticle Sized GPU 8 x HBM3E2 x Reticle Sized GPU 8 x HBM42 x I/O Chiplet4 x Reticle Sized GPU 16 x HBM4E4 x I/O ChipletEvolution of NVIDIA GPU PackagesGPU DieIOHBM4 GPU DieGPU DieGPU DieHBM4EHBM4EGPU DieI

5、OIOGPU DieHBM4EHBM4EIOIOGPU DieHBM3EGPU DieGPU DieHBM3HBM3DummyHBM3HBM3HBM3HBM4EHBM4EHBM4EHBM4EHBM3EHBM3EHBM3EHBM3EHBM3EHBM3EHBM3EHBM4 HBM4 HBM4 HBM4 HBM4 HBM4 HBM4 HBM4EHBM4EHBM4EHBM4EHBM4EHBM4EHBM4EHBM4ESource:SemiAnalysis.IO2025 OCP Southeast Asia Tech DayMarina Bay Sands Expo&Convention Centre,S

6、ingaporeHBM Overview NVIDIA Roadmap39%35%50%51%61%A10080GBH100H200GB200NVL72GB300NVL72Memory as a%of GPU BOMSource:SemiAnalysis estimates.2025 OCP Southeast Asia Tech DayMarina Bay Sands Expo&Convention Centre,SingaporeThe AI Token Factory Economics StackInference ProvidersNeocloudsDatacentersApplic