据IT之家消息，近期全球AI芯片供应问题出现显著缓解，此前供不应求的英伟达H100 GPU交货周期大幅缩短。这款专为人工智能和高性能计算应用设计的旗舰级GPU，其等待时间已从之前的8至11个月锐减至3至4个月，这一变化对相关行业带来了积极影响。
这一供应紧张状况的缓解，部分原因是大型云服务提供商如亚马逊云服务、谷歌云和微软Azure等提高了芯片的租赁便利性，使得企业可以更加灵活地获取和使用计算资源。因此，一些之前囤积了英伟达H100 80GB处理器的公司，鉴于当前的市场变化，开始考虑转售其过剩的库存，以避免资源的闲置和潜在的经济损失。
这一动态表明，随着芯片供应链的逐步恢复和云服务的日益普及，AI和HPC领域的公司可能将面临更稳定的硬件供应环境，同时也为小型企业和初创公司提供了更多获取先进计算能力的机会。然而，市场调整期也可能伴随着价格波动，对于转售行为的监管和市场的自我调节机制将起到关键作用，以确保行业的健康发展。
英语如下：
**News Title:** “NVIDIA H100 GPU Supply Improves: Delivery Cycles Shorten, Fueling Secondhand Market Boom”
**Keywords:** AI chip supply, NVIDIA H100, GPU resales
**News Content:**
Title: AI Chip Market供求状况改善，NVIDIA H100 GPU供货紧张局面缓解
According to IT Home, recent global AI chip supply issues have shown significant improvement, with the previously hard-to-come-by NVIDIA H100 GPU now experiencing a substantial reduction in delivery times. The flagship GPU, designed for artificial intelligence and high-performance computing applications, now has a wait time of 3 to 4 months, down from the previous 8 to 11 months, positively impacting the industry.
This easing of supply constraints is partly due to increased convenience in leasing chips from major cloud service providers like Amazon Web Services, Google Cloud, and Microsoft Azure, allowing companies more flexibility in acquiring and utilizing computational resources. As a result, some companies that had stockpiled NVIDIA H100 80GB processors, in light of the current market shift, are now considering reselling their excess inventory to prevent resource idleness and potential经济损失.
This development suggests that as chip supply chains gradually recover and cloud services become more widespread, AI and HPC companies may encounter a more stable hardware supply environment. It also opens up opportunities for small businesses and startups to access advanced computing capabilities. However, during this market adjustment period, price fluctuations are expected, and the regulation of resale activities and the market’s self-regulating mechanisms will play a crucial role in ensuring the healthy development of the industry.
【来源】https://www.ithome.com/0/752/328.htm
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