【英伟达“特供”H20芯片将于GTC 2024后接受预订，性能与供货面临挑战】据《科创板日报》独家报道，全球知名图形处理器制造商英伟达针对中国市场推出的“特供版”人工智能芯片H20，将在今年的英伟达全球技术大会（GTC 2024）结束后，即3月22日起，全面开放预订。据悉，GTC 2024将于3月18日至3月21日举行。
尽管H20芯片的预订即将开启，但据产业链内部人士透露，这款芯片的性能相当于热门产品H100的四分之一，而在性价比方面并不占优。此外，H20的产能供应也面临挑战，预计大规模供货可能要等到今年下半年。这可能对期待快速获取芯片的中国客户产生一定影响，尤其是那些依赖高性能AI芯片的企业和研究机构。
英伟达的这一“特供”策略旨在满足中国市场特定需求，但H20的性能表现和供货延迟可能会影响其在中国市场的竞争力。业界将持续关注H20芯片的市场反应以及英伟达如何解决产能和性价比问题，以适应中国市场的快速变化。
英语如下：
**News Title:** “Nvidia’s H20 Chip Reservations Open Post-GTC 2024: A China-Only Offer with Reduced Performance and Supply Constraints”
**Keywords:** Nvidia, H20 chip, exclusive edition
**News Content:** According to an exclusive report by the *Science and Technology Innovation Board Daily*, Nvidia, the renowned global graphics processing unit (GPU) manufacturer, will initiate reservations for its China-exclusive artificial intelligence (AI) chip, the H20, following the conclusion of the Nvidia Global Technology Conference (GTC) 2024 on March 22. The GTC 2024 is scheduled to take place from March 18 to March 21.
Despite the upcoming reservation period, insiders from the supply chain reveal that the H20’s performance is reportedly only a quarter of its popular counterpart, the H100, and does not excel in terms of cost-effectiveness. Furthermore, the chip’s production capacity is expected to face challenges, potentially delaying mass supply until later this year. This situation could impact Chinese customers, especially businesses and research institutions relying on high-performance AI chips, who are looking to acquire the chip promptly.
Nvidia’s strategy with the H20 is tailored to address specific demands in the Chinese market; however, the chip’s performance limitations and supply delays might undermine its competitiveness in the region. The industry will be closely monitoring the market response to the H20, as well as how Nvidia addresses production capacity and value-for-money issues to adapt to the rapidly evolving Chinese market.
【来源】https://www.chinastarmarket.cn/detail/1604981
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