随着英伟达H100 GPU供应状况的显著改善，交货周期从之前的8-11个月缩短至仅3-4个月，这一变化导致市场动态发生了转变。此前由于供应紧张，部分公司进行了大量采购和囤货。而现在，随着供应的缓解，这些公司发现手中的H100 80GB处理器出现了过剩。同时，由于从亚马逊云服务、谷歌云和微软Azure等大型公司租用芯片变得更加便捷，这些公司开始尝试出售其多余的GPU。
这一现象表明，尽管AI和HPC应用的需求持续增长，但市场对于英伟达H100 GPU的供需关系正在恢复平衡。这对于希望获取最新GPU资源的企业和研究者来说是个好消息，他们现在有了更多的选择来获取这些高性能计算资源，无论是通过购买还是租赁。
此外，英伟达H100 GPU供应的改善还可能对整个AI行业产生影响，因为它可能会降低相关服务的成本，推动更多创新应用的开发。随着GPU供应的稳定，预计未来几个月内，AI和HPC领域的项目和研究将迎来一波新的发展热潮。
英文标题：Nvidia H100 GPU Supply Improves, Some Companies Reselling Inventory
英文关键词：AI chips, H100 GPU, Inventory Resale
英文新闻内容：As the supply situation for Nvidia’s H100 GPUs has significantly improved, with delivery times reduced from 8 to 11 months to just 3 to 4 months, the market dynamics have shifted. Previously, due to tight supplies, some companies had stockpiled large quantities. Now, with improved availability, these companies find themselves with excess H100 80GB processors. Furthermore, as renting chips from major companies like Amazon Web Services, Google Cloud, and Microsoft Azure has become more convenient, these firms are now trying to sell their surplus GPUs.
This development indicates that the balance between supply and demand for Nvidia’s H100 GPUs in the market for AI and high-performance computing (HPC) applications is returning to equilibrium. This is good news for enterprises and researchers looking to acquire the latest GPU resources, whether through purchase or lease.
Moreover, the improvement in Nvidia H100 GPU supplies could also impact the AI industry as a whole, potentially lowering the cost of related services and driving the development of more innovative applications. With the stabilization of GPU supply, it is expected that there will be a new wave of development in the AI and HPC sectors in the coming months.
【来源】https://www.ithome.com/0/752/328.htm
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