传英伟达面向中国市场的新款RTX6000D芯片遇冷，主流企业兴趣寥寥_老虎社区_美港股上老虎

传英伟达面向中国市场的新款RTX6000D芯片遇冷，主流企业兴趣寥寥

智通财经09-16

两位了解采购谈判情况的消息人士透露，英伟达专为中国市场打造的新款人工智能芯片RTX6000D，目前市场需求低迷智通财经APP获悉，两位了解采购谈判情况的消息人士透露，英伟达(NVDA.US)专为中国市场打造的新款人工智能芯片RTX6000D，目前市场需求低迷，部分主流科技企业甚至选择暂不下单。这两位消息人士表示，RTX6000D主要用于人工智能推理任务，但综合其性能来看，定价偏高，性价比不足。另有...

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interest","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/aa9caa2a952777ad13dbb3081df03077","symbols_score_info":{"159813":1.5,"NVDS.UK":0.6,"YINN":1.5,"NVDD":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDA":1.5,"NVD2.UK":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVDL":0.6,"NVDX":0.6},"content_text":"两位了解采购谈判情况的消息人士透露，英伟达专为中国市场打造的新款人工智能芯片RTX6000D，目前市场需求低迷智通财经APP获悉，两位了解采购谈判情况的消息人士透露，英伟达(NVDA.US)专为中国市场打造的新款人工智能芯片RTX6000D，目前市场需求低迷，部分主流科技企业甚至选择暂不下单。这两位消息人士表示，RTX6000D主要用于人工智能推理任务，但综合其性能来看，定价偏高，性价比不足。另有消息人士本月早些时候称，阿里巴巴、腾讯、字节跳动等中国科技巨头，目前还在等待英伟达H20芯片订单能否正常处理的明确答复。这家美国企业虽在7月重新获得H20芯片对华销售许可，但至今尚未恢复发货。此外，这些企业还寄望于性能远超H20的英伟达B30A芯片能获得美国政府批准。上述三款芯片(RTX6000D、H20、B30A)均是英伟达针对美国出口限制推出的“降配版”产品——美国政府为遏制中国科技发展、维持自身在人工智能领域的领先地位，出台了相关出口管制措施，英伟达因此对海外版芯片性能进行调整，以符合限制要求。RTX6000D的遇冷与卖方分析师此前的乐观预期形成鲜明反差。摩根大通上月在一份报告中预测，今年下半年RTX6000D的产量或达150万颗;摩根士丹利则在7月预计，英伟达RTX6000D的备货量将达到200万颗。其中一位消息人士透露，英伟达已于本周启动RTX6000D的发货工作。英伟达发言人在一份声明中表示：“市场竞争激烈——我们始终致力于提供力所能及的最优产品。”从技术参数来看，RTX6000D基于英伟达最新的Blackwell架构，搭载传统GDDR内存，内存带宽为1398GB/s，略低于美国4月出台的限制措施中设定的1.4TB/s阈值。这款芯片的研发，在一定程度上是为了填补H20芯片留下的市场空白——今年4月，H20芯片曾被禁止对华销售，此后该禁令虽被撤销，但市场供应始终未能恢复。H20芯片售价介于1万至1.2万美元之间，采用较旧的Hopper架构，但其内存带宽更具优势，可达4TB/s。不过，H20芯片至今未能重启发货，背后存在多重原因，其中包括英伟达需处理近期一项协议相关的遗留问题——根据该协议，英伟达需将其中国市场销售额的一部分上交美国政府。至于计划推出的B30A芯片能否获得美国政府批准，目前仍未可知。本月报道称，B30A同样基于Blackwell架构，性能预计可达H20的6倍，而售价仅为H20的两倍。","kind":"live","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}