英伟达公司近日宣布，其最新推出的AI芯片H20将在今年的英伟达GTC 2024大会后全面接受预订，并有望在四周内供货。据悉，这款芯片将为中国市场量身定制，被称为“特供版”。
据《科创板日报》记者从产业链人士处了解到，H20芯片的性能相当于之前推出的H100芯片的四分之一，但其性价比不太理想。此外，由于产能供应的限制，量产预计要到今年下半年。
对于这款“特供版”AI芯片的推出，业内人士表示，这是英伟达公司进一步深化对中国市场的布局和服务的举措。英伟达一直以来在中国市场拥有广泛的用户群体和市场份额，此次推出H20芯片，将进一步满足中国市场对高性能AI芯片的需求。
然而，有观点认为，H20芯片的性价比相对较低，可能会对其市场表现产生一定的影响。由于其性能仅为H100芯片的四分之一，而价格却相差不大，这使得消费者在选择时可能会更倾向于购买性价比更高的产品。
此外，由于产能供应的限制，H20芯片的量产时间也成为了业内关注的焦点。据了解，量产预计要到今年下半年，这意味着消费者在短期内难以获得该款芯片。这对于一些急需更新设备的用户来说可能会带来一定的困扰。
总体而言，英伟达公司推出的H20芯片在中国市场引起了广泛关注。虽然其性能较前代产品有所下降，但其定制化的特供版仍有一定的市场吸引力。然而，面临的性价比和供应限制等问题，将需要英伟达公司进一步优化和改进，以满足市场需求。
英语如下：
News Title: NVIDIA H20 Chip Now Available for Pre-Order, Delivery in as Fast as Four Weeks
Keywords: NVIDIA, Special Edition H20 Chip, Delivery Delay
News Content: NVIDIA recently announced that its latest AI chip, the H20, will be available for pre-order after the NVIDIA GTC 2024 conference and is expected to be delivered within four weeks. It is reported that this chip is tailor-made for the Chinese market and is referred to as the special edition.
According to industry insiders cited by the Science and Technology Innovation Board Daily, the performance of the H20 chip is equivalent to one-fourth of the previously released H100 chip, but its cost-effectiveness is not ideal. In addition, due to supply limitations, mass production is expected to be in the second half of this year.
Regarding the launch of this special edition AI chip, industry experts believe that this is NVIDIA’s further effort to deepen its presence and service in the Chinese market. NVIDIA has always had a wide user base and market share in China, and the release of the H20 chip will further meet the Chinese market’s demand for high-performance AI chips.
However, some opinions suggest that the cost-effectiveness of the H20 chip is relatively low, which may have an impact on its market performance. With its performance only being one-fourth of the H100 chip but with a similar price, consumers may be more inclined to purchase products with higher cost-effectiveness.
Furthermore, the production capacity of the H20 chip has become a focus of industry attention. It is understood that mass production is expected to be in the second half of this year, which means that consumers may have difficulty obtaining this chip in the short term. This may cause some inconvenience for users who urgently need to upgrade their devices.
Overall, NVIDIA’s launch of the H20 chip has attracted widespread attention in the Chinese market. Although its performance has declined compared to previous generations, its customized special edition still has certain market appeal. However, challenges such as cost-effectiveness and supply limitations will require NVIDIA to further optimize and improve in order to meet market demand.
【来源】https://www.chinastarmarket.cn/detail/1604981
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