近期，AI芯片供应问题显现出缓解迹象，有消息称部分公司开始转售英伟达H100 GPU。据报道，用于人工智能（AI）和高性能计算（HPC）应用的英伟达H100 GPU交货周期大幅缩短，从之前的8-11个月缩减至仅3-4个月。这一变化导致一些囤货的公司正在试图出售其过剩的H100 80GB处理器，因为现在从亚马逊云服务、谷歌云和微软Azure等大型公司租用芯片更加方便。这一现象可能意味着AI芯片市场的供需关系正在经历变化，对AI行业以及相关企业的影响值得关注。
Title: NVIDIA H100 GPU Supply Cycle Shortens
Keywords: NVIDIA, H100 GPU, Supply Cycle
News content:
Recent reports suggest a relief in the supply issues of AI chips, with some companies now looking to resell NVIDIA’s H100 GPUs. The delivery time for NVIDIA’s H100 GPUs, which are used for AI and high-performance computing applications, has significantly decreased from 8-11 months to just 3-4 months. This change has prompted companies with excess H100 80GB processors to attempt to sell them, as renting chips from major companies like Amazon Web Services, Google Cloud, and Microsoft Azure is now more convenient. The phenomenon could indicate a shift in the supply and demand dynamics of the AI chip market, which is worth noting for its potential impact on the AI industry and related businesses.
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