昇腾Deepseek一体机
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成本驱动叠加需求高位,英伟达GPU涨价超两位数
Xuan Gu Bao· 2025-05-13 23:27
Group 1 - Nvidia has raised the official prices of nearly all its products, with gaming graphics cards increasing by 5% to 10% and AI GPUs by 15%, in response to rising U.S. tariffs and chip manufacturing costs [1] - The production of some Blackwell GPUs has been shifted to TSMC's Arizona facility, contributing to increased production, material, and logistics costs for Nvidia [1] - Domestic analysis indicates that the Ascend 910B chip shows performance comparable to high-end GPUs, with a 1.7 times increase in model capacity and minimal latency differences compared to the H100 GPU [1] Group 2 - Magpowermet is identified as a supplier of components for Nvidia [2] - Hengwei Technology's Ascend Deepseek integrated machine is categorized into training and inference types [3]