随着人工智能（AI）技术的飞速发展，AI芯片的需求量持续攀升。近日，业界传来好消息，部分公司开始转售英伟达H100 GPU，这一现象标志着AI芯片供应问题的缓解。据报道，英伟达H100 GPU的交货周期大幅缩短，从之前的8-11个月缩减至仅3-4个月。这一变化使得囤货的公司急于出售其过剩的H100 80GB处理器。
英伟达H100 GPU作为高性能计算（HPC）和AI领域的关键设备，其交货周期的缩短，意味着市场上的供应紧张状况得到了一定程度的缓解。这一变化对于AI领域的研究和发展是一个积极的信号。随着AI技术的广泛应用，从自动驾驶汽车到医疗诊断，从金融服务到科学研究，AI芯片的需求将持续增长。
对于那些依赖租赁服务的公司来说，从亚马逊云服务、谷歌云和微软Azure等大型云服务商租用芯片变得更加方便，这减少了企业自身的库存压力，同时也降低了成本。此外，这一变化也促使更多的企业加入到AI技术的研发和应用中来，推动了整个行业的创新和发展。
总的来说，英伟达H100 GPU交货周期的缩短，不仅缓解了市场的供应紧张状况，也为AI技术的发展注入了新的活力。随着技术的不断进步和市场的不断扩大，AI芯片的需求有望持续增长，而这一趋势也将继续推动相关产业链的繁荣发展。
英语如下：
Title: “AI Chip Supply Easing: NVIDIA H100 Delivery Times Dramatically Reduced”
Keywords: AI chips, supply relief, resale of NVIDIA H100 GPUs
Content:
As artificial intelligence (AI) technology advances at a rapid pace, the demand for AI chips continues to climb. Recently, there’s good news for the industry: companies are beginning to resell NVIDIA H100 GPUs, signaling a relief in the supply issues of AI chips. According to reports, the delivery cycle for NVIDIA H100 GPUs has significantly shortened, dropping from the previous 8-11 months to just 3-4 months. This change has prompted companies holding excess stock of H100 80GB processors to rush to sell them off.
The NVIDIA H100 GPU, a critical device in the fields of high-performance computing (HPC) and AI, has seen its delivery cycle reduced, indicating that the tight supply situation in the market has eased to some extent. This change is a positive sign for research and development in the AI field. As AI technology is widely applied, from autonomous vehicles to medical diagnostics, from financial services to scientific research, the demand for AI chips is expected to continue growing.
For companies that rely on rental services from major cloud service providers such as Amazon Web Services, Google Cloud, and Microsoft Azure, renting chips has become more convenient. This reduces the inventory pressure on businesses and also lowers costs. Additionally, this change encourages more companies to join the development and application of AI technology, driving innovation and development in the entire industry.
In summary, the dramatic reduction in the delivery cycle of NVIDIA H100 GPUs not only eases the supply tightness in the market but also injects new vitality into the development of AI technology. With continuous technological progress and market expansion, the demand for AI chips is expected to continue growing, which will continue to drive the prosperity of the related industrial chain.
【来源】https://www.ithome.com/0/752/328.htm
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