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中信证券:超节点提升AI训推效率,关注三大增量环节

intermediate36氪2 min read
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Grammar Points

随着……,……as/withHSK 4

Used to show that one situation changes or develops along with another. It is often translated as “with…” or “as…”. The first part gives the background change, and the second part gives the result or new situation.

"随着英伟达等厂商推动超节点提效扩容,GPU间交换芯片、液冷、柜内电源环节将分别受益于Scale-up纯增量用量、机柜高功率推动的渗透率与ASP提升、机柜高功率推动的ASP提升,实现增长;"

"目前,以太网方案正成为其主要技术方向,随着算力芯片国产化趋势推进,已有配套国产方案落地。"

将……formal future markerHSK 5

将 is a formal written marker used to indicate future development, prediction, or planned change. In news and reports, it often sounds more formal than 会.

"超节点将多张加速卡通过高带宽、低时延的Scale-up网络紧密连接,并提供内存池化、内存直连等机制,极大提升了AI训推效率,已经成为明确的产业趋势。"

"预计到2028年,增量空间将分别达到1000亿、130亿、240亿美元。"

从……到……from...to...HSK 3

Used to express a range, progression, or development from one stage or time to another. It can describe time, place, quantity, or abstract change.

"从2017年首批试点起步,到如今千亿级耐心资本加速流向硬科技与新质生产力,银行系股权投资力量正在重塑科技金融的服务版图。"

……便……then / as soon asHSK 5

便 is a formal written adverb meaning “then”, “thereupon”, or “as soon as”. It shows that something happens immediately or very quickly after a condition or time point.

"这家新成立的金融资产投资公司(AIC)在启动当日便与集成电路、清洁能源、先进制造等领域的14家单位签署合作协议,快速切入科技创新主战场。"

其中,……among them / notablyHSK 4

其中 is used to single out one part from a larger group just mentioned. It works like “among them”, “of these”, or “in particular” and is common in formal writing.

"其中,交换芯片的国产替代机遇值得期待。"

Key Vocabulary

deHSK1

(bound form) bull's-eye; target

芯片xīn piànHSK7

computer chip; microchip

交换jiāo huànHSK5

to switch (telecom)

国产guó chǎnHSK6

domestically produced

空间kōng jiānHSK5

(astronomy) outer space

jiāngHSK4
投资tóu zīHSK6

to invest

银行yín xíngHSK3

CL:家[jia1],個|个[ge4]

亿元yì yuán
HSK4

together with

niánHSK1

year

dàoHSK1

to (a place); until (a time); up to (a point)

科技kē jìHSK4

science and technology

děngHSK2

(used to end an enumeration)

增量zēng liàng
推动tuī dòngHSK5

to push (e.g. for acceptance of a plan); to promote; to give impetus to

提升tí shēngHSK5

to lift; to hoist

环节huán jiéHSK5

(fig.) a part of an integrated whole: aspect (of a project), element (of a policy), sector (of the economy), stage (of a process) etc

替代tì dài
随着suí zheHSK4

following

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