曝料:英伟达极富诚意!H200对华价格出奇的低
NvidiaNvidia(US:NVDA) 是说芯语·2025-12-25 01:01

Core Insights - NVIDIA plans to set a competitive price for its H200 AI chip aimed at the Chinese market, with only a slight increase compared to the previous H20 model [1] - The company aims to alleviate market concerns regarding the H200 chip being "relatively outdated" by adopting an aggressive pricing strategy [3] Pricing Strategy - NVIDIA intends to offer a cluster solution consisting of 8 H200 chips priced at approximately $200,000, which is comparable to the H20 cluster price [4] - The H200 chip features significant upgrades, with performance improvements exceeding 6 times that of the H20 [4] Technical Specifications Comparison - The H200 chip has a memory capacity of 141 GB, which is a 47% increase from the H20's ~96 GB [5] - H200 offers a bandwidth of 4.8 TB/s, representing a 20% increase over the H20's ~4.0 TB/s [5] - The H200 is designed for full training and inference, while the H20 was primarily inference-focused [5] Market Outlook - Despite the H200's official launch scheduled for Q4 2024, NVIDIA is expected to make it a popular choice in the Chinese market due to its competitive pricing and enhanced specifications [4] - The first batch of H200 chips is planned for delivery to China in mid-February next year, pending approval from U.S. and Chinese regulatory authorities [5]