Nvidia擬加速生產H200芯片應對中國狂熱需求

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Nvidia考慮加快H200晶片生產以應對中國市場激增需求

繼成功遊說特朗普政府批准向中國銷售其H200晶片後，據路透社匿名消息來源報道，Nvidia現正考慮加快這款晶片的生產，因中國企業紛紛急於下訂單。

H200晶片是Nvidia上一代Hopper架構中最強大的圖形處理器，專門用於訓練大型語言模型。過去由於拜登政府曾提出限制先進AI晶片出口中國的規定，這款晶片並未能在中國銷售。然而，美國商務部上週批准了Nvidia在中國銷售H200晶片的申請，條件是Nvidia需支付銷售額25%的分成。

路透社指出，Nvidia目前已感受到中國企業對H200晶片的強烈需求，正考慮擴大生產能力。不過，中國官方仍在決定是否允許進口這款性能遠勝於之前專為中國市場定制的H20 GPU的晶片。

對Nvidia而言，擴產H200晶片不僅能滿足中國市場的潛在需求，也能在中國加速自研AI晶片的競爭態勢中佔有一席之地。由於西方國家出於競爭和國家安全考量限制中國獲取最新AI訓練硬件，中國企業只能更注重效率而非規模擴張。

報道還提到，包括阿里巴巴和字節跳動等中國科技巨頭已經與Nvidia接洽，準備大量訂購H200晶片。不過目前這款晶片的產量仍有限。

Nvidia發言人在電郵聲明中表示：「我們正在管理供應鏈，確保向中國授權客戶銷售H200晶片不會影響我們向美國客戶的供貨。」

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評論與分析

Nvidia此舉反映了全球AI晶片市場的複雜與微妙局勢。一方面，美國政府在貿易與國安考量下對中國出口高端AI晶片設限，但同時又允許部分晶片銷售，並從中收取銷售分成，顯示出一種微妙的「控制與開放」策略。這種政策既試圖限制中國快速獲取最尖端技術，又希望透過商業合作獲取利益。

另一方面，中國企業對高性能AI硬件需求強烈，這反映了中國在人工智能領域的野心與急速發展。儘管面臨西方限制，中國仍積極尋求技術突破和產業升級，並透過自主研發與國際採購雙管齊下，力求縮小差距。

Nvidia考慮擴大H200晶片產能，不僅是商業策略上的機會，也是其在全球AI供應鏈中鞏固領先地位的關鍵。這也提醒我們，科技供應鏈的全球化現實並非簡單的對抗，而是充滿著合作與競爭並存的複雜交織。

對香港及其他亞洲市場來說，這種動態意味著未來AI技術和相關硬件的供應將更趨多元和敏感。企業和政策制定者需密切關注國際政治經濟變化，靈活調整策略，才能在這波AI浪潮中把握機遇、應對挑戰。

以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。

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