据《科创板日报》最新报道，全球知名图形处理器制造商英伟达计划在中国市场推出专供版AI芯片H20。这款芯片预计在2024年英伟达全球技术大会（GTC 2024）结束后，即3月21日之后，全面开放预订。据悉，预订成功的客户最快可能在四周内收到产品。
英伟达的H20芯片被定位为针对中国市场的一款特别产品，其性能据产业链人士透露，大约相当于旗舰产品H100的四分之一。然而，尽管H20在性能上有所妥协，其性价比却并未受到一致认可。据同一消息来源，该芯片的产能供应目前尚无法满足市场需求，大规模供货可能要等到今年下半年。
这一举措反映了英伟达对中国市场的重视，同时也揭示了公司在面对不同市场时的产品差异化策略。H20芯片的推出，旨在为中国的AI应用提供一种更为经济实惠的选择，尽管可能需要一段时间来解决供货和性能优化的问题。随着预订窗口的开启，中国市场的反应和接纳程度将对H20芯片的未来产生重要影响。
英语如下：
Title: “NVIDIA’s H20 Chip Now Open for Pre-Orders in China Post-GTC: Half the Performance, Delivery in Four Weeks”
Keywords: NVIDIA, H20 chip, pre-orders open
News Content:
NVIDIA, the renowned global graphics processing unit manufacturer, plans to launch a China-exclusive AI chip, the H20, as reported recently by the科创板日报. The company will accept pre-orders for this specialized chip following the conclusion of the 2024 Global Technology Conference (GTC 2024), expected on March 21. Customers who successfully place their orders could receive the product as soon as four weeks later.
Positioned as a tailored offering for the Chinese market, the H20 chip is said to deliver approximately one-fourth the performance of NVIDIA’s flagship H100, according to industry insiders. Despite the performance trade-off, the chip’s cost-effectiveness has not been universally endorsed. Sources indicate that current production capacity might not meet the market demand, suggesting that大规模 shipments might not occur until later this year.
This move underscores NVIDIA’s commitment to the Chinese market and reveals its product differentiation strategy for different markets. The introduction of the H20 aims to provide a more cost-effective option for AI applications in China, albeit with potential supply and performance optimization challenges that may take time to resolve. The response and adoption in the Chinese market as pre-orders commence will significantly influence the future of the H20 chip.
【来源】https://www.chinastarmarket.cn/detail/1604981
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