在即将于3月18日至3月21日举行的英伟达GTC 2024大会上，备受瞩目的对华“特供版”AI芯片H20将迎来全面预订的时刻。据《科创板日报》从产业链内部人士处获悉，这款芯片在大会结束后将敞开预订大门，最快可在四周内实现供货。
H20芯片被定位为一款专为中国市场设计的特别版本，其性能据称相当于旗舰产品H100的四分之一。然而，尽管H20在性能上有所妥协，其性价比似乎并未达到市场的普遍期待。产业链人士透露，由于产能限制，H20的供应量可能无法满足初期的需求，大规模供货预计要等到今年下半年。
这一消息标志着英伟达在AI芯片领域的又一战略举措，旨在针对中国市场提供定制化解决方案。尽管性能和供货问题可能会影响初期市场反应，但英伟达的这一“特供”策略仍可能吸引一部分寻求特定需求平衡的客户。随着H20芯片的正式发布和预订开启，中国AI市场的竞争格局或将迎来新的变化。
英语如下：
Title: NVIDIA’s H20 Chip reservations open post GTC 2024: Exclusive to China, half the performance, supply constraints expected
Keywords: NVIDIA, H20 Chip, reservations open
News Content:
NVIDIA’s “China-only” AI chip, the H20, will commence reservations following the Global Technology Conference (GTC) 2024, scheduled for March 18-21. According to insider sources from the tech industry as reported by The科创板Daily, the chip will open for wide预订 immediately after the conference, with deliveries potentially commencing within four weeks.
Positioned as a specialized edition tailored for the Chinese market, the H20 chip is said to offer only a quarter of the performance of the flagship H100 model. Despite this performance trade-off, its cost-to-performance ratio seems to fall short of market expectations. Industry insiders reveal that due to production limitations, the initial demand for H20 might not be fully met, with大规模供货 anticipated only in the second half of the year.
This move signifies another strategic stride by NVIDIA in the AI chip sector, aiming to provide customized solutions for the Chinese market. While performance and supply issues might influence early market reception, NVIDIA’s “China-exclusive” strategy might still appeal to a segment of customers seeking a balance in specific requirements. With the official launch and opening of reservations for the H20 chip, the competitive landscape of China’s AI market is poised for a new shift.
【来源】https://www.chinastarmarket.cn/detail/1604981
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