随着人工智能（AI）和高端计算领域的快速发展，全球对高性能GPU的需求激增。英伟达的H100 GPU作为该领域的佼佼者，其供应紧张问题曾一度困扰市场。据最新消息，H100 GPU的交货周期已大幅缩短，从原先的8到11个月缩短至仅3到4个月。这一变化使得一些先前囤积了该款GPU的公司开始考虑转售其库存。
这一趋势的出现，部分原因是大型云服务提供商如亚马逊云服务（Amazon Web Services）、谷歌云（Google Cloud）和微软Azure等，现在提供了更便捷的租赁选项。这些服务的普及使得一些公司无需长期持有昂贵的GPU硬件，转而选择按需租赁，从而推动了GPU市场供需关系的调整。
此外，H100 GPU供应的改善也预示着AI和HPC领域的发展将更加迅猛。企业和社会各界对高性能计算能力的需求将持续增长，而GPU作为加速计算的关键组件，其市场前景依然广阔。然而，对于那些曾高价购买H100 GPU的公司来说，现在考虑转售可能是一个明智的选择，以避免因市场供应变化而导致资产价值下降。
总体来看，英伟达H100 GPU供应的缓解将促进AI和HPC行业的健康发展，同时也为市场参与者提供了更多的灵活性和选择空间。
英文翻译内容：
Title: Nvidia H100 GPU Supply Eases, Some Companies Begin to Resell
Keywords: AI Chip, Nvidia, GPU Resale
News content:
As the demand for high-performance GPUs in the fields of artificial intelligence (AI) and high-performance computing (HPC) continues to grow, the supply crunch of Nvidia’s H100 GPUs has been a significant concern. However, recent reports indicate that the delivery time for H100 GPUs has been significantly shortened, from as long as 8 to 11 months to just 3 to 4 months. This development has led some companies that had stockpiled these GPUs to consider selling off their excess inventory.
One of the reasons for this trend is the growing popularity of GPU rental services offered by major cloud service providers such as Amazon Web Services, Google Cloud, and Microsoft Azure. These services have made it easier for companies to access high-performance computing resources without the need to invest in expensive hardware, thereby altering the market’s supply and demand dynamics.
Moreover, the improvement in the supply of H100 GPUs signals a promising future for the development of the AI and HPC industries. The ongoing need for high-performance computing capabilities is expected to drive continuous growth in the GPU market, with GPUs remaining key components in accelerating computing processes. For companies that had purchased H100 GPUs at a premium, considering resale now may be a wise decision to avoid potential losses as market conditions change.
Overall, the easing of Nvidia H100 GPU supply is expected to promote the healthy development of the AI and HPC sectors, while also providing market participants with more flexibility and options.
【来源】https://www.ithome.com/0/752/328.htm
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