上海的陆家嘴

【英伟达“特供”H20芯片将于GTC 2024大会后接受预订,最快四周供货】据《科创板日报》最新报道,全球知名图形处理器(GPU)制造商英伟达计划在即将于3月18日至3月21日举行的2024年全球GPU技术大会(GTC)结束后,面向中国市场推出其“特供版”人工智能(AI)芯片H20,并开始全面接受预订。消息人士透露,这款芯片的供货速度相当迅速,最快可能在四周内实现交付。

然而,尽管H20芯片的推出备受期待,产业链内部人士却指出,H20的性能相较于旗舰产品H100仅达到四分之一的水平。此外,该芯片在性价比方面并不具备显著优势,可能无法满足所有潜在客户的需求。更值得关注的是,由于产能限制,H20的大量供应预计要等到今年下半年才能逐步实现,这可能会对市场初期的供应造成一定影响。

英伟达的这一举措反映出其对中国市场的重视,同时也显示出在全球竞争激烈的AI芯片市场中,企业正尝试通过定制化产品来满足不同市场的需求。然而,H20芯片的性能和供应问题可能会对其在中国市场的接受度产生影响,具体市场反应仍有待观察。

英语如下:

News Title: “NVIDIA’s H20 Chip Pre-Orders Open Post-GTC: China-Exclusive, Half the Performance, Tight Supply”

Keywords: NVIDIA, H20 chip, pre-orders open

News Content: **NVIDIA’s “China-Exclusive” H20 Chip to Accept Pre-Orders Post-GTC 2024, Fastest Delivery in Four Weeks** According to the latest report from the Science and Technology Innovation Board Daily, renowned GPU manufacturer NVIDIA plans to introduce its “China-dedicated” AI chip, the H20, to the Chinese market and commence full pre-ordering following the conclusion of the Global GPU Technology Conference (GTC) from March 18 to March 21, 2024. Sources透露, the chip’s delivery speed is expected to be swift, with potential deliveries as soon as four weeks.

However, despite the anticipation surrounding the H20, industry insiders note that its performance is only a quarter of that of the flagship H100 model. Furthermore, the chip doesn’t offer a significant cost-to-performance ratio, which might not cater to all potential clients’ requirements. More significantly, due to production capacity constraints, a substantial supply of the H20 is anticipated to roll out gradually in the second half of the year, potentially affecting the initial market supply.

NVIDIA’s move underscores its commitment to the Chinese market and demonstrates how companies are attempting to tailor their products to cater to diverse市场需求 in the fiercely competitive global AI chip arena. Nevertheless, the H20’s performance and supply issues might influence its reception in the Chinese market, and the actual market response remains to be seen.

【来源】https://www.chinastarmarket.cn/detail/1604981

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