【英伟达H100 AI GPU短缺状况显著改善，交货时间缩短至2-3个月】据Digitimes报道，台积电台湾地区总经理Terence Liao近日透露，全球知名图形处理器制造商英伟达（Nvidia）的H100人工智能GPU的供应紧张局面正逐步缓解。此前，这款高性能GPU的交货期长达3-4个月，而现在，这一等待时间已缩短至2-3个月，即8-12周。
这一积极变化对于依赖H100 GPU的服务器代工厂商来说是一大福音。据服务器制造商透露，2023年初，他们几乎无法获取到足够的英伟达H100 GPU，而现在，供应瓶颈开始松动，预示着未来几个月的生产计划将更加顺畅。H100 GPU在人工智能计算领域的广泛应用，使得其供应情况对全球数据中心和科技公司的影响深远。
英伟达H100 GPU的供应改善，得益于台积电等芯片制造商的产能提升，这不仅有助于满足市场日益增长的AI计算需求，也有望推动相关行业的创新和发展。然而，尽管交货时间缩短，但是否能完全恢复到供需平衡状态，仍有待观察。科技行业观察家将持续关注这一动态，以评估这一变化对全球AI计算市场的影响。
英语如下：
**News Title:** “Nvidia H100 AI GPU Shortage Eases: Delivery Times Cut to 2-3 Months”
**Keywords:** Nvidia H100, GPU shortage, delivery time reduction
**News Content:** **Nvidia H100 AI GPU Shortage Significantly Improves, Delivery Times Cut to 2-3 Months** According to a report by Digitimes, TSMC’s Taiwan General Manager, Terence Liao, recently disclosed that the global graphics processing unit (GPU) giant Nvidia’s supply crunch for its H100 AI GPU is gradually easing. Previously, the high-performance GPU had a delivery period of 3-4 months; however, this waiting time has now been reduced to 2-3 months, or 8-12 weeks.
This positive development is a boon for server Original Design Manufacturers (ODMs) that rely on the H100 GPU. Server manufacturers revealed that at the beginning of 2023, they struggled to secure sufficient Nvidia H100 GPUs. Now, with the easing of the supply bottleneck, smoother production plans are anticipated for the coming months. The H100 GPU’s widespread use in AI computing significantly impacts data centers and tech companies globally.
The improvement in the supply of Nvidia H100 GPUs is attributed to increased production capacity from chip manufacturers like TSMC. This not only aids in catering to the growing demand for AI computing but also fosters innovation and development in related industries. Nevertheless, while delivery times have shortened, whether a full return to supply-demand equilibrium can be achieved remains to be seen. Tech industry observers will continue monitoring this situation to assess the impact on the global AI computing market.
【来源】https://www.ithome.com/0/761/155.htm
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