英伟达的高端AI芯片H200预计将在第二季度开始出货，此举引发了全球四大云服务供应商的激烈竞争。这些供应商试图通过获得H200芯片来满足日益增长的AI计算需求。据了解，Google的主要制造商广达已经启动了搭载H200芯片的AI服务器的开发项目，并计划在第三季度完成最终测试并投入量产。尽管广达拒绝就特定客户订单发表评论，但供应链消息人士透露，广达此次量产的H200芯片AI服务器订单量至少为数百机柜，其出货单价是传统服务器机柜的三到四倍。这一进展表明，随着人工智能技术的不断进步，市场对高性能计算硬件的需求正在迅速增长。
Title: Nvidia’s H200 AI Servers to Enter Mass Production in Q3
Keywords: Nvidia, AI Servers, Quanta
News content:
Nvidia’s high-end AI chip, the H200, is expected to start shipping in the second quarter, sparking fierce competition among the world’s four major cloud service providers. These providers are vying to secure the H200 chip to meet the growing demand for AI computing. It is understood that Google’s main manufacturer, Quanta, has initiated the development project for AI servers equipped with the H200 chip and plans to complete final testing and enter mass production in the third quarter. Although Quanta declined to comment on specific customer order dynamics, supply chain sources revealed that the order volume for Quanta’s H200 chip AI servers is at least in the hundreds of racks, with the shipment unit price three to four times that of traditional server racks. This progress indicates that as AI technology advances, the market demand for high-performance computing hardware is growing rapidly.
【来源】https://www.cls.cn/detail/1606714
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