【AI芯片市场动态：英伟达H100 GPU供应紧张状况缓解，催生转售市场】
近期，全球AI芯片市场的紧张局势出现缓和迹象，尤其是英伟达的H100 GPU，这一被广泛应用于人工智能和高性能计算的关键组件，其交货周期显著缩短。据IT之家报道，H100 GPU的等待时间已从原先的8至11个月大幅减少至3至4个月，这一变化对行业带来了积极影响。
这一供应改善的情况导致部分之前囤积了H100 80GB处理器的公司开始转售其库存。由于大型云服务提供商如亚马逊云服务、谷歌云和微软Azure等已能提供更便捷的芯片租用服务，使得这些公司不再需要持有大量库存，转而选择在市场中释放多余资源。
这一市场动态预示着AI和HPC领域的公司能更快速地获取所需硬件，从而加速项目进度，降低运营成本。同时，转售市场的出现也为小型企业和初创公司提供了获取高性能芯片的更多途径，有助于整个行业的创新和快速发展。
然而，市场分析师提醒，尽管供应紧张状况得到缓解，但芯片价格和供应的稳定性仍需密切关注，以确保行业的可持续发展。随着AI和HPC应用的持续增长，芯片供应链的动态将继续影响全球科技市场的走势。
英语如下：
News Title: “NVIDIA H100 GPU Supply Improves, Sparking Resale Surge”
Keywords: AI chip relief, NVIDIA H100, GPU resale
News Content:
**AI Chip Market Update: NVIDIA H100 GPU Supply Constraints Ease, Fueling Resale Boom**
Recently, signs of easing tensions have emerged in the global AI chip market, particularly for NVIDIA’s H100 GPU, a crucial component for artificial intelligence and high-performance computing applications. The delivery time for the H100 GPU has significantly shortened, as reported by IT Home, decreasing from an initial wait of 8 to 11 months to 3 to 4 months, positively impacting the industry.
This improvement in supply has led some companies that previously stockpiled the H100 80GB processors to resell their inventory. With major cloud service providers like Amazon Web Services, Google Cloud, and Microsoft Azure offering more accessible chip rental services, these companies no longer need to hold large stockpiles, opting instead to release excess resources into the market.
This market dynamic suggests that AI and HPC companies can more swiftly obtain the necessary hardware, accelerating project timelines and reducing operational costs. Additionally, the emergence of the resale market provides smaller businesses and startups with more avenues to access high-performance chips, fostering innovation and rapid development across the industry.
However, market analysts caution that while supply constraints have eased, close attention must be paid to chip prices and supply stability to ensure the industry’s sustainable growth. As AI and HPC applications continue to expand, the dynamics of the chip supply chain will persistently influence the trajectory of the global tech market.
【来源】https://www.ithome.com/0/752/328.htm
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