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Macro_Lin
@LinQingV
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
Joined February 2019
1.5K Following    55.1K Followers
Macro_Lin@LinQingV
2026.07.17 04:32
进入推理时代，随着模型参数规模的继续扩张，scale up域的互联价值远大于scale out层级。目前scale out层级互联方式主要就是光模块。单位GPU的光模块dense会持续下降。
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