叫停英伟达对华特供版 美国芯片管制升级

北京商报
16 Apr

经过多轮的市场传言猜测与情绪反转,美国政府最终对英伟达的H20芯片升级了出口管制。H20原本就是英伟达针对中国市场推出的“特供”版本,性能上相比H100有所缩水。如果H20出口的相关许可不及时发放,客观上将影响英伟达向中国等市场供货。而从需求看,今年全球多家云服务厂商还在加码AI布局,对AI芯片的需求量不小。除了AI芯片供应链受到扰动,英伟达消费级GPU终端价格近日也受到一定程度的扰动。  冲击...

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