---
title: "機構調研稱：英偉達 Vera Rubin 提前 3-6 個月上市"
description: "Evercore 發佈的 AI 渠道調研顯示，英偉達的 Vera Rubin 預計將提前 3-6 個月上市，主要得益於中國禁令使其能夠利用原本服務於中國的供應商進行全球產品開發。調研中提到，A100 到 H100 的過渡為重大演進，而 H100 到 B100/B200 則為小幅演進，Rubin Ultra 的過渡則是重大演進，集羣規模從 144 步進到 576。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/276187715.md"
published_at: "2026-02-18T01:21:00.000Z"
---

# 機構調研稱：英偉達 Vera Rubin 提前 3-6 個月上市

> Evercore 發佈的 AI 渠道調研顯示，英偉達的 Vera Rubin 預計將提前 3-6 個月上市，主要得益於中國禁令使其能夠利用原本服務於中國的供應商進行全球產品開發。調研中提到，A100 到 H100 的過渡為重大演進，而 H100 到 B100/B200 則為小幅演進，Rubin Ultra 的過渡則是重大演進，集羣規模從 144 步進到 576。

Evercore 發佈了 2025 年第四季度的 AI 渠道調研稱：

一些渠道認為，中國禁令已經使英偉達能夠利用那些通常服務於中國的供應商，來從事全球範圍的產品開發，從而使 Rubin 提前 3-6 個月於進度表。

有些人強調了 “minor”（小幅演進）和 “major”（大幅演進）之間的區別，其中 A100 到 H100 是 major 過渡，vs H100 到 B100/B200 是 minor，vs H100 到 B100/B200 是 Minor，到 GB-Series 機架級（rack-scale）是 major，從 GB-Series 到 VR-Series 是 minor，但到 Rubin Ultra 的過渡伴隨着集羣規模從 144 步進到 576 是 major.

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