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黃仁勳:英偉達(NVDA.US)正向中國客戶提供AI晶片樣品
阿思達克 02-22 12:05
內媒報道,英偉達(NVDA.US)創始人CEO黃仁勳認為,明年及以後公司的持續增長條件仍會非常好。由於生成式人工智能以及整個行業從CPU轉向GPU,公司GPU的需求仍將保持較高水平。 他又稱,儘管數據中心收入仍然受到美國出口新規影響,公司已計劃推出針對中國市場的特製晶片版本。公司以任何軟件都無法破解的方式重新配置其產品,花費一些時間,現時正向中國客戶提供樣品。 此外,對於市場關注預計英偉達下一代GPU芯片B100的供貨情況,公司財務總監Colette Kress認為,雖然公司已改善人工智能晶片的供應,但仍預計將供不應求。Hopper架構產品的供應正在改善,但需求仍非常強勁,遠遠超過供應,預計下一代產品的供應將受到限制。
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