传微软砍单英伟达 H100 芯片_虚拟币交易所平台,数字货币,NFT

据《科创板日报》援引爱集微 9 月 20 日报道，近日有消息称从 2022 年底开始热销的英伟达 H100 市场饱和，很难再看到客户疯狂下单的状况，尤其是 ChatGPT 的热潮逐渐退去，微软开始下调英伟达 H100 芯片订单，且拉货放缓。市场消息称，除了 ChatGPT 热潮消退外，AI 协作工具 Microsoft 365 Copilot 需求不如之前强烈也是微软下调芯片订单的一个原因。但中国台湾厂 AI 供应链表示，英伟达 AI 芯片仍供不应求，微软还是维持 2024 年需求量翻倍的展望，并上调 GH200 芯片订单，AI 服务器长期增长动能不变。

According to the science and technology innovation board Daily, Aiji Weiyue reported recently, it was reported that the NVIDIA market, which has been selling well since the end of the year, was saturated, and it was difficult to see customers placing orders crazily. In particular, the upsurge gradually receded, and Microsoft began to lower the orders for chips in NVIDIA and slow down the pulling of goods. The market news said that the demand for collaborative tools was not as strong as before, but the supply chain of Taiwan Province factory in China indicated that NVIDIA chips were still in short supply, and Microsoft still maintained the prospect of doubling the annual demand and raised the long-term growth momentum of chip order servers. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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