据天风国际分析师郭明錤最新预测，全球知名图形处理单元（GPU）制造商英伟达（NVIDIA）的下一代AI芯片R系列/R100将于2025年第四季度开始量产。紧随其后的系统/机柜方案也计划在2026年上半年投入量产。
据悉，R100将采用台积电先进的N3制程技术，并采用与B100相同的CoWoS-L封装方式。值得注意的是，R100的设计采用了约4倍的掩模设计，相较于B100的3.3倍掩模设计，这预示着R100在性能上有望实现显著的提升。
当前，AI服务器的高耗能问题已经成为云服务提供商（CSP）和超大规模数据中心（Hyperscale）在采购和数据中心建设中的重要挑战。为了应对这一挑战，英伟达在R系列芯片与系统方案的设计中，不仅着重提升了AI算力，还特别注重了能耗的改善。这一举措旨在满足市场对高效能、低功耗AI解决方案的迫切需求。
英伟达的这一战略调整，体现了公司对当前AI领域发展趋势的准确把握和对市场需求的快速响应。随着AI技术的广泛应用和数据中心业务的快速发展，对高效能、低功耗的AI芯片需求日益增长。英伟达通过推出R系列AI芯片，有望在未来的市场竞争中占据有利地位。
综上所述，英伟达下一代AI芯片R系列/R100的量产消息，不仅展示了公司在技术创新上的持续努力，也反映出其对市场需求变化的敏感度和应对策略。随着相关产品的上市，预计将进一步推动AI领域的发展，并为用户带来更加高效、节能的AI解决方案。
英语如下：
### NVIDIA to Begin Mass Production of Next-Generation AI Chip R100 in Q4 2025, Focusing on Energy Consumption Improvement
**Keywords:** NVIDIA AI Chip, R Series Mass Production, Focus on Energy Consumption Improvement
**News Content:**
According to the latest prediction of Tianfeng International analyst Ming-Chi Kuo, the globally renowned graphics processing unit (GPU) manufacturer NVIDIA (NVIDIA) is expected to start mass production of its next-generation AI chip series R/R100 in the fourth quarter of 2025. Followed by the systems/cabinet solutions, which are scheduled to enter mass production in the first half of 2026.
It is understood that the R100 will adopt TSMC’s advanced N3 process technology and use the same CoWoS-L packaging method as the B100. It is noteworthy that the design of R100 employs about four times the mask design compared to the B100’s 3.3x mask design, indicating that R100 is expected to achieve significant performance improvements.
Currently, the high energy consumption of AI servers has become a significant challenge for cloud service providers (CSPs) and hyperscale data centers in procurement and data center construction. In response to this challenge, NVIDIA has not only enhanced AI computing power in the design of the R series chips and system solutions but also particularly focused on improving energy consumption. This initiative aims to meet the urgent market demand for high-efficiency, low-power AI solutions.
NVIDIA’s strategic adjustment reflects the company’s accurate grasp of current trends in the AI field and its rapid response to market demands. With the widespread application of AI technology and the rapid development of data center businesses, the demand for AI chips with high efficiency and low power consumption is increasingly growing. NVIDIA is expected to gain a competitive advantage in the future market competition by launching the R series AI chips.
In summary, the news of NVIDIA’s next-generation AI chip series R/R100’s mass production not only demonstrates the company’s ongoing efforts in technological innovation but also reflects its sensitivity to market demand changes and its response strategies. With the launch of related products, it is expected to further promote the development of the AI field and bring more efficient and energy-saving AI solutions to users.
【来源】https://news.mydrivers.com/1/978/978569.htm
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