在2024年的英伟达全球技术大会（GTC）落幕之后，中国市场的科技爱好者将迎来一款特别定制的AI芯片——H20。据《科创板日报》独家报道，这款专为华设计的H20芯片将在3月18日至21日的GTC大会结束后，全面开放预订，并有望在最短时间内，即四周内开始供货。
据产业链内部人士透露，H20芯片在性能上被定位为H100芯片的四分之一，然而在性价比方面并不尽如人意。尽管如此，这款芯片依然引发了业界的关注。然而，供应链方面似乎并未完全准备好，产能供应目前无法满足市场需求，因此大量供货预计要等到今年下半年。
英伟达的这一举措显示了其对中国市场的重视，同时也反映出在全球科技竞争中，针对特定市场推出定制化产品已成为一种策略。H20芯片的推出，无论是对于英伟达自身的技术布局，还是对中国AI产业的影响，都值得期待。然而，面对性能和供应的挑战，英伟达将如何平衡市场期待与实际交付，将成为未来一段时间内的关键问题。
英语如下：
**News Title:** “NVIDIA’s H20 Chip Pre-Orders Open After GTC: China-Exclusive, Half Performance, Tight Supply”
**Keywords:** NVIDIA, H20 Chip, Exclusive Edition
**News Content:** Following the conclusion of the 2024 NVIDIA Global Technology Conference (GTC), Chinese tech enthusiasts are set to welcome a specially tailored AI chip, the H20. According to an exclusive report by the科创板日报, this China-specific H20 chip will open for pre-orders in full swing from March 18th to 21st, with shipments expected to commence as soon as within four weeks.
Industry insiders divulge that the H20 chip is positioned to deliver only a quarter of the performance of the H100 chip. Despite this, its cost-to-performance ratio leaves room for improvement. Nonetheless, the chip has garnered significant attention in the sector. However, the supply chain seems unprepared, with current production capacity unable to meet the market demand. As a result, substantial shipments are anticipated later in the year, potentially in the second half.
NVIDIA’s move underscores its commitment to the Chinese market and reflects a strategic trend in global tech competition—tailoring products for specific markets. The launch of the H20 chip holds promise for both NVIDIA’s technological roadmap and its impact on China’s AI industry. Yet, the challenge of balancing market expectations with actual deliveries amid performance and supply constraints will be a crucial issue for NVIDIA in the coming months.
【来源】https://www.chinastarmarket.cn/detail/1604981
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