官宣！英偉達一季度將推出以太坊挖礦專用GPU

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"北京時間 2 月 19 日凌晨，英偉達發佈"},{"type":"link","attrs":{"href":"https:\/\/blogs.nvidia.com\/blog\/2021\/02\/18\/geforce-cmp\/","title":"xxx","type":null},"content":[{"type":"text","text":"博客宣佈"}]},{"type":"text","text":"，該公司將會發布一系列新的GPU產品，新處理器被命名爲“CMP”，全稱“Cryptocurrency Mining Processor”（加密貨幣開採處理器），專門用於開採第二大加密貨幣以太坊。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","text":"爲挖礦而生"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"英偉達 GeForce 營銷主管馬特·烏布林（Matt Woebering）表示，“我們一直都是遊戲玩家。但是 NVIDIA GPU 是可編程的。從天氣模擬和基因測序到深度學習和機器人技術，用戶在不斷髮現新應用。挖礦加密貨幣就是其中之一。隨着 2 月 25 日發佈 GeForce RTX 3060，我們在確保 GeForce GPU 最終落在遊戲玩家手中上，邁出了重要的一步。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"英偉達對 RTX 3060 進行了修改，將哈希率或加密貨幣開採效率限制在 50％左右，使其無法有效地開採以太幣。英偉達表示，RTX 3060 軟件驅動程序旨在檢測以太坊加密貨幣挖掘算法的特定屬性。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不過，英偉達已經售出的 RTX 3070 或 RTX 3080 等芯片沒有這種限制。據悉，RTX 3070 的哈希率在 50-60 MH \/ s 之間。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"英偉達的 GeForce RTX 3 系列顯卡作爲 ETH 挖礦工具，在中國已經越來越流行。有報道稱一些以太坊礦工正在建造由 78 塊英偉達 Geforce RTX 3080 顯卡組成的礦機，估計每年淨利潤爲 12.2 萬美元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據英偉達 GeForce 營銷主管馬特·烏布林（Matt Woebering）介紹，CMP 系列產品不做圖形處理，但針對最佳的採礦性能和效率進行了優化。例如，NVIDIA CMP 允許完全開放的氣流優化支架，並配置爲允許一個 CPU 控制更多數量的 GPU。CMP 還具有較低的峯值核心電壓和頻率，從而提高了採礦的效率。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/wechat\/images\/ce\/ce649e078dce88b44a3342aefcd6ebc2.png","alt":null,"title":null,"style":null,"href":null,"fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","text":"CMP 系列芯片規格，來自：英偉達"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據悉，該系列芯片將通過授權合作伙伴進行銷售，包括 ASUS、Colorful、EVGA、Gigabyte、MSI、Palit 和其 PC 合作伙伴，其中 CMP 30HX 和 40HX 將在第一季度發佈，CMP 50HX 和 90HX 在第二季度發佈。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":5},"content":[{"type":"text","text":"礦商客戶需求增加"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"加拿大皇家銀行的高管 Mitch Steves 在一份報告中表示，以太坊超過 1000 美元意味着對高端圖形芯片的強勁需求。以太坊價格在今年 1 月份突破 1000 美元后，週四在Huobi 最高報價 1951.22 美元，創下了歷史新高，今年累計漲幅已達 160% 以上。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/wechat\/images\/e6\/e67cab23d6b3f2d632ed06fcea75b1e6.png","alt":null,"title":null,"style":null,"href":null,"fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","text":"以太坊行情，來源：Huobi"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"英偉達週四宣佈的這一消息表明，在對該公司所產芯片的需求中，至少有一部分來自加密貨幣礦商，而不僅僅是遊戲玩家。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在英偉達公佈的 2020 年第三季度財報中顯示，英偉達生產的 GPU 芯片特別受 ETH、XMR 和 ZEC 礦工的歡迎。RBC Capital Markets 分析師 Mitch Steves 指出，在本季度回顧中，英偉達向以太坊礦工出售了至少價值 1.75 億美元的新一代 GPU。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"早在 2017 年，英偉達與加密貨幣有關的硬件季度銷售就已達到了數億美元。在當年的財報電話會議中，英偉達 CEO 黃仁勳表示：“英偉達在加密貨幣和區塊鏈方面都有應用。隨着時間的推移，其佔比也將會越來越大。GPU 在密碼學方面很出色，且市場定位也很好。這個市場不會輕易消失，因此我們的策略是與市場保持緊密聯繫，併爲礦工提供比特幣開採 SKU，以優化開發。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2018 年，加密市場下跌，由於支持加密貨幣“挖礦”，英偉達的股價也隨之下挫。但黃仁勳仍一直對加密貨幣保持着樂觀態度。他在接受媒體採訪時表示，加密貨幣將繼續存在，並希望加密貨幣成 GPU 主動力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此前，英偉達首席財務官 Colette Kress 表示，英偉達沒有很好地瞭解有多少需求來自加密貨幣礦工。但礦工未來的需求若出現激增，可能是重啓該公司 CMP 產品線的好機會。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}}]}