**亚马逊暂停订购英伟达Hopper芯片，投资者关注产品迭代需求变化**
近日，亚马逊公司宣布旗下云计算部门AWS暂停订购英伟达最先进芯片产品“超级芯片”Grace Hopper的消息引起市场关注。此举被视作企业在大型处理器迭代中的常态策略调整，暂时暂停对已有产品订购，转而等待功能更强大的新产品Grace Blackwell（GH200）。据英伟达CEO黄仁勋透露，新产品在训练大型语言模型方面表现更为卓越。据有关行业内部人士猜测这可能对市场需求和芯片应用周期产生一定的影响。据消息源称，此举发生的时间正值投资者对英伟达的产品过渡期间的需求变化产生担忧之际。今年三月英伟达发布了名为Blackwell的新一代处理器，仅不到一年时间便面临产品迭代更新。市场观察家对此表示关注，并密切关注英伟达如何应对这一市场变化。未来英伟达能否通过新产品顺利过渡并保持其市场份额将引起持续关注。而对于市场的影响是否会进一步扩大以及对竞争格局的长远影响还有待观察。
英语如下：
News Title: “Amazon halts Nvidia Hopper chip orders, investment market worries about demand decline; future of new flagship product GH200 in question”
Keywords: Amazon halts Nvidia chip orders, investors’ concerns about demand decline; Nvidia’s new product Blackwell; Nvidia CEO Jensen Huang’s statement
News Content: **Amazon暂停订购英伟达Hopper芯片，投资者关注产品迭代需求变化**
Recently, Amazon’s announcement that its cloud computing division AWS has halted orders for Nvidia’s latest chip product, the “superchip” Grace Hopper, has garnered market attention. This move is seen as a normal strategic adjustment by companies during major processor iterations, temporarily suspending orders for existing products while waiting for the more powerful new product, Grace Blackwell (GH200). According to Nvidia CEO Jensen Huang, the new product excels in training large language models. Industry insiders speculate that this may have an impact on market demand and the chip application cycle. Sources indicate that this move coincides with investor concerns about demand changes during Nvidia’s product transition period. In March of this year, Nvidia released a new generation processor called Blackwell, and now, less than a year later, it is facing product iteration updates. Market observers are paying close attention to how Nvidia will respond to these market changes. Whether Nvidia can successfully transition through new products and maintain its market share will continue to be a focus of attention. Whether the impact on the market will further expand and the long-term impact on the competitive landscape remains to be observed.
【来源】https://ai-bot.cn/go/?url=aHR0cHM6Ly9maW5hbmNlLnNpbmEuY29tLmNuL3N0b2NrL3Vzc3RvY2svYy8yMDI0LTA1LTIxL2RvYy1pbmF2emZuYzUyNjkxMjMuc2h0bWw%3D
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