大摩:英伟达 H20 这类产品在中国市场的未来会怎样?

智通财经网
14 Apr

我们一直认为 H20 会受到严格限制,即便昨天有一篇文章提出了不同观点,这仍是我们的基本判断。在此为您介绍一些相关背景。H20 的情况H20 本质上是 A100 的性能受限版本,其设计目的是将性能控制在美国商务部对华限制规定的每平方毫米万亿次浮点运算指标阈值之下。英伟达称 H20 服务于 “竞争激烈的领域”,这一点确凿无疑 ——H20 的性能比几个月前停产的 H100 低约 75%。当全球顶尖的...

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