据财联社报道，全球知名芯片制造商英伟达的最新高端产品H200芯片将于第二季度启动出货，引发了包括Google在内的四大云端服务供应商的激烈竞争。这些供应商正急于获取H200芯片，以满足日益增长的人工智能运算需求。其中，Google的主要代工厂广达电脑已经开始筹备搭载H200芯片的AI服务器生产项目。
据悉，广达的首批H200芯片AI服务器已进入工程阶段，计划在第三季度完成后期测试并开始大规模量产。尽管广达官方未对单一客户的订单动态发表评论，但供应链内部消息透露，此次广达的量产订单数量相当可观，至少以数百个机柜为起点，远超一般传统服务器机柜的出货规模。
值得注意的是，这些搭载H200芯片的AI服务器出货单价预计将是普通服务器机柜的三到四倍，显示出H200芯片在高性能计算领域的高价值和市场期待。英伟达的H200芯片以其强大的AI运算能力，无疑正在重塑云端服务供应商的硬件配置标准，预示着AI计算能力的新一轮升级潮即将来临。
英语如下：
**News Title:** “NVIDIA’s H200 Chip Sparks Cloud Wars: Quanta AI Servers Set for Mass Production in Q3”
**Keywords:** NVIDIA H200, Quanta AI servers, Q3 mass production
**News Content:**
Title: NVIDIA’s H200 Chip Fuels Cloud Competition; Quanta AI Servers Aim for Q3 Large-Scale Production
According to Cailian Press, NVIDIA, a renowned global chipmaker, is set to initiate shipments of its latest high-end product, the H200 chip, in the second quarter, sparking intense competition among major cloud service providers, including Google. These companies are scrambling to secure H200 chips to cater to the escalating demand for artificial intelligence computations. Among them, Quanta Computer, a key contractor for Google, has embarked on an AI server production project incorporating the H200 chip.
Sources透露, Quanta’s initial batch of H200-equipped AI servers have entered the engineering phase, with plans to conclude final testing and commence mass production in the third quarter. While Quanta has not officially commented on individual client orders, insider供应链 reports suggest that the volume of this mass production order is substantial, starting with hundreds of cabinets, significantly surpassing the typical shipment scale of conventional server cabinets.
Notably, the anticipated unit price of these AI servers equipped with H200 chips is expected to be three to four times that of conventional server cabinets, reflecting the high value and market anticipation of the H200 in high-performance computing. NVIDIA’s H200 chip, with its formidable AI processing capabilities, is reshaping hardware specifications for cloud service providers and signals an impending wave of AI computing power upgrades.
【来源】https://www.cls.cn/detail/1606714
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