曝:英伟达极富诚意!H200对华价格出奇的低

Group 1 - NVIDIA plans to set a competitive price for the H200 AI chip aimed at the Chinese market, with only a slight increase compared to the previous H20 model [1][3] - The Trump administration's easing of export restrictions for the H200 chip has led to skepticism about its demand in China, especially as the country pushes for domestic technology supply chain transformation [3][4] - Analysts suggest that NVIDIA's aggressive pricing strategy could help overcome market doubts and make the H200 chip appealing to customers [3] Group 2 - A cluster solution consisting of eight H200 chips is priced at approximately $200,000, which is comparable to the H20 cluster price, despite significant performance upgrades [4] - The H200 chip boasts over a 6x performance improvement compared to the H20, with specifications indicating a 47% increase in HBM capacity and a 20% increase in HBM bandwidth [4][5] - NVIDIA plans to deliver the first batch of H200 chips to China by mid-February next year, pending approval from U.S. and Chinese regulatory authorities [5]