在面临美国断供政策的情况下,公司在资本支出(Capex)和算力资源分配方面采取了哪些应对措施?根据过往经验,公司在2022年A100断供时通过引入A8版产品部分恢复供应量。2023年底H800断供后,由于政策要求未交付订单也被取消,公司采取了一系列措施,包括:1)下线所有NVIDIA中高端卡的云服务产品;2)对现有库存进行重新分配,将部分库存优先用于内部研发需求和头部客户(如小鹏汽车)的使用;3)...
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