【英伟达推出“特供版”H20芯片，GTC大会后接受预订】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针对中国市场推出了一款特别定制的AI芯片——H20。这款芯片将在2024年英伟达全球技术大会（GTC）结束后，即3月21日之后，全面开放预订，最短四周内即可开始供货。
据悉，H20芯片的性能与英伟达的旗舰产品H100相比，大约相当于其四分之一的水平。然而，尽管在性能上有所妥协，H20的性价比却并不被业界看好。据产业链内部人士透露，H20的产能供应目前存在瓶颈，大规模供货预计要等到今年下半年，这可能会影响到其在市场上的推广和应用。
英伟达的这一举措反映出其对中国市场的特别关注和战略调整。尽管H20的性价比和产能问题可能会影响初期的市场反应，但其快速的供货时间表显示出英伟达希望尽快抓住中国AI市场的需求。业内人士分析，英伟达此举可能是为了在竞争激烈的中国市场中寻找新的增长点，同时也可能是在应对全球供应链的复杂环境，以满足特定区域的市场需求。
《科创板日报》将持续关注H20芯片的市场表现及英伟达在中国市场的发展动态。
英语如下：
**News Title:** “NVIDIA’s H20 Chip reservations open post-GTC: China-only release with halved performance, supply constraints”
**Keywords:** NVIDIA, H20 Chip, reservations commence
**News Content:**
**NVIDIA introduces a China-exclusive H20 chip, with reservations opening post-GTC event, according to an exclusive report by The科创板Daily.** The renowned global graphics processing unit (GPU) manufacturer, NVIDIA, has tailored an AI chip specifically for the Chinese market, the H20. Following the conclusion of the 2024 NVIDIA Global Technology Conference (GTC) on March 21, reservations for the chip will be fully open, with shipments expected to commence as soon as four weeks later.
Sources reveal that the H20’s performance is roughly a quarter of NVIDIA’s flagship H100 product. Despite the performance compromise, industry insiders are not optimistic about its cost-effectiveness. It is disclosed that the production capacity for H20 is currently bottlenecked, and大规模 deliveries are anticipated to occur only in the second half of this year, potentially impacting its market adoption and promotion.
NVIDIA’s move showcases its particular focus on the Chinese market and strategic adjustment. While the H20’s性价比 and production issues might affect early market reception, its expedited delivery timeline indicates NVIDIA’s intent to promptly cater to China’s AI market demands. Industry analysts speculate that this step could be NVIDIA’s strategy to identify new growth opportunities in the highly competitive Chinese market and to address the complexities of the global supply chain to meet regional market needs.
The科创板Daily will continue to monitor the H20 chip’s market performance and NVIDIA’s development dynamics in the Chinese market.
【来源】https://www.chinastarmarket.cn/detail/1604981
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