【英伟达推出“特供版”H20芯片，GTC大会后开启预订】据《科创板日报》独家报道，全球知名图形处理器制造商英伟达计划在中国市场推出专供的AI芯片H20。这款芯片将在今年的英伟达全球技术大会（GTC 2024）结束后，即3月21日之后，全面开放预订，最快预计四周内即可开始供货。
产业链内部人士透露，H20芯片的性能相对于旗舰产品H100大约为四分之一。然而，尽管在性能上有所妥协，H20的性价比似乎并不突出，这可能影响其在市场上的接受度。此外，由于产能限制，H20的大量供货预计要等到今年下半年才能实现。这表明，尽管预订即将开始，但短期内全面满足市场需求可能面临挑战。
英伟达的这一举措显示出其对中国市场的重视，同时也反映了在全球供应链复杂性日益增加的背景下，企业针对特定市场定制产品以满足不同需求的战略。H20芯片的上市，将为中国的AI应用提供新的硬件选择，但其市场表现如何，还需看消费者和企业的实际需求与反馈。
英语如下：
**News Title:** “Nvidia’s H20 Chip Pre-Orders Begin After GTC: China-Exclusive, Reduced Performance, and Supply Constraints”
**Keywords:** Nvidia, H20 Chip, Pre-orders Open
**News Content:** **Nvidia Launches China-Exclusive H20 Chip, Pre-Orders Open Post-GTC** According to an exclusive report by the Science and Technology Innovation Board Daily, global graphics processing unit (GPU) manufacturer Nvidia plans to introduce a specialized AI chip, the H20, specifically for the Chinese market. Pre-orders for the chip will commence following the conclusion of Nvidia’s Global Technology Conference (GTC) 2024, which is scheduled for March 21 or thereafter, with deliveries expected to commence within four weeks.
Industry insiders reveal that the H20’s performance is approximately half that of Nvidia’s flagship H100 product. Despite the performance compromise, the H20’s cost-to-performance ratio appears unremarkable, which might affect its market adoption. Furthermore, due to production limitations,大规模供货 of the H20 is anticipated to occur only in the second half of the year. This suggests that meeting the full market demand in the short term could be a challenge despite the imminent pre-order phase.
Nvidia’s move underscores its commitment to the Chinese market and reflects a strategy adopted by companies to customize products for specific markets amidst the growing complexity of global supply chains. The H20 chip will offer a new hardware option for AI applications in China, but its market performance will ultimately depend on consumer and enterprise demand and feedback.
【来源】https://www.chinastarmarket.cn/detail/1604981
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