据近日报道，全球领先的云计算服务提供商亚马逊旗下的云计算部门AWS已暂停订购英伟达最先进的“超级芯片”Grace Hopper，市场猜测此举或是为了等待即将推出的功能更强大的新产品Grace Blackwell（GH200）。这一消息发布之际，投资者对英伟达在两个产品周期之间可能出现的需求下滑表示担忧。
今年3月，英伟达发布了新一代处理器Blackwell，其距离其前身Hopper开始向客户发货不到一年时间。英伟达CEO黄仁勋曾表示，新产品在训练大型语言模型方面的能力将提高一倍。这一技术进步备受市场瞩目，因为大型语言模型是目前人工智能领域的一个热门方向，广泛应用于自然语言处理、机器翻译、对话系统等领域。
市场分析人士指出，亚马逊作为英伟达的重要客户，其暂停订购Hopper芯片可能会对英伟达的短期业绩产生影响，同时也反映了市场对于技术更新换代周期中的需求波动的敏感性。尽管如此，从长期角度看，英伟达在芯片领域的持续创新和领先地位，以及其在人工智能领域的深入布局，仍将是其未来增长的有力支撑。
值得注意的是，英伟达和亚马逊均未就此事给出官方解释，因此市场对于这一决定的背后原因仍存在诸多猜测。投资者应密切关注英伟达未来的产品发布计划以及其主要客户的需求动态，以更准确地评估其业务前景。
总体来说，亚马逊暂停订购英伟达Hopper芯片的事件，不仅凸显了市场竞争和技术迭代给企业带来的挑战，也映射出人工智能行业发展的快速节奏和不确定性。未来，英伟达如何平衡新产品开发与市场需求，以及亚马逊如何调整其云计算服务中的硬件配置，都将是行业关注的焦点。
英语如下：
**News Title:** Amazon’s Cloud Unit Suspends Orders for NVIDIA’s Hopper Chips
**Keywords:** Amazon, NVIDIA, Disrupted Demand
**News Content:** ### Amazon Halts Orders for NVIDIA’s Hopper Chips, Investors Concerned Over Disrupted Demand
Recent reports indicate that AWS, the cloud computing division of Amazon, has suspended orders for NVIDIA’s cutting-edge “super chip” Grace Hopper. Market speculates that the move might be to wait for the upcoming more powerful product, Grace Blackwell (GH200). This news comes as investors express concerns about a potential demand slide for NVIDIA between the two product cycles.
In March this year, NVIDIA launched its next-generation processor, Blackwell, less than a year after the Hopper started shipping to customers. NVIDIA’s CEO, Jensen Huang, had stated that the new product would double the capability for training large language models. This technological advancement has attracted market attention, as large language models are a hotspot in the field of artificial intelligence currently, widely applied in natural language processing, machine translation, dialogue systems, and more.
Market analysts point out that Amazon, as an important customer of NVIDIA, halting orders for Hopper chips might impact NVIDIA’s short-term performance. It also reflects the market’s sensitivity to demand fluctuations during the technology upgrade cycle. Nevertheless, from a long-term perspective, NVIDIA’s ongoing innovation and leadership in the chip sector, as well as its deep layout in the field of artificial intelligence, will continue to support its future growth.
It is noteworthy that both NVIDIA and Amazon have not provided official explanations for this matter, leaving the market with many speculations about the reasons behind the decision. Investors should closely monitor NVIDIA’s future product launch plans and the demand dynamics of its major clients to more accurately assess its business prospects.
Overall, the event of Amazon suspending orders for NVIDIA’s Hopper chips not only highlights the challenges that competition and technological iteration bring to businesses but also reflects the rapid pace and uncertainty of the artificial intelligence industry’s development. In the future, how NVIDIA balances product development with market demand and how Amazon adjusts its cloud computing service’s hardware configuration will be focal points in the industry.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-05-21/doc-inavzfnc5269123.shtml
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