亚马逊暂停英伟达Hopper芯片订单，投资者担忧需求波动
近日，据新浪科技报道，亚马逊旗下的云计算部门AWS已暂停订购英伟达最先进的“超级芯片”Grace Hopper（Hopper芯片）。这一举动引发了市场关注，并使得投资者开始担忧英伟达的需求可能会出现中断。
据了解，亚马逊此举是为了等待功能更强大的新产品Grace Blackwell（GH200）。在英伟达今年三月发布名为Blackwell的新一代处理器后，市场反应热烈。尽管距离其前身Hopper开始向客户发货不到一年时间，但英伟达CEO黄仁勋已明确表示新产品在训练大型语言模型方面的能力将实现翻倍提升。
然而，即便英伟达的最新产品Blackwell展现出强大的性能，投资者依然对英伟达的需求前景产生担忧。他们认为此次亚马逊暂停Hopper芯片的订单可能会成为需求下滑的预兆。接下来的市场走势将紧密关注英伟达如何应对这一挑战，以及投资者如何评估其对未来产品需求的影响。此事件将带来深远的影响，业界观察家对此事件将继续保持关注。
英语如下：
News Title: Amazon Suspends Orders for Nvidia’s Hopper Chip as Investment Market Worries about Demand Slump
Keywords: Amazon suspends Nvidia chip orders, concerns on Nvidia demand, Nvidia new product release
News Content:
Amazon has suspended orders for Nvidia’s advanced “superchip” Grace Hopper (Hopper chip) from its cloud computing arm AWS, as reported by Sina Tech recently. This move has garnered market attention and investors are beginning to worry about a potential中断 in demand for Nvidia.
It is understood that Amazon’s decision is to await the launch of a more powerful new product, Grace Blackwell (GH200). Following Nvidia’s announcement of its new generation processor called Blackwell in March, the market response has been fervent. Although it’s less than a year since its predecessor Hopper began shipping to customers, Nvidia CEO Jen-Hsun Huang has explicitly stated that the new product will double the performance in training large language models.
However, despite the impressive performance of Nvidia’s latest product Blackwell, investors remain concerned about the company’s demand prospects. They view Amazon’s suspension of Hopper chip orders as a possible precursor to a demand decline. The market will closely monitor how Nvidia responds to this challenge and how investors evaluate its impact on future product demand. This event will have far-reaching effects and industry observers will continue to keep a close eye on it.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-05-21/doc-inavzfnc5269123.shtml
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