英伟达离不开中国：或将推出全新“特供版”B20芯片，预计今年销售额120亿美金｜钛媒体AGI

钛媒体APP07-22

尽管美国政府加大对华半导体管制力度，但美国AI芯片巨头“英伟达”却无法放弃中国市场。钛媒体App 7月22日消息，据报道，英伟达（NVIDIA）正在为中国市场联合开发一款基于Blackwell架构的新款旗舰 AI 芯片，该芯片将符合美国出口管制相关规定，该芯片被命名为“B20”。但报道未提及该AI芯片的性能表现或参数信息。对此，7月22日午间，英伟达方面向钛媒体App表示不予置评。据悉，今年3月...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2453739210?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-22 14:12","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2453739210","market":"us","top_or_hot":-1,"title":"英伟达离不开中国：或将推出全新“特供版”B20芯片，预计今年销售额120亿美金｜钛媒体AGI","media":"钛媒体APP","content":"<div>\n<p>尽管美国政府加大对华半导体管制力度，但美国AI芯片巨头“英伟达”却无法放弃中国市场。钛媒体App 7月22日消息，据报道，英伟达（NVIDIA）正在为中国市场联合开发一款基于Blackwell架构的新款旗舰 AI 芯片，该芯片将符合美国出口管制相关规定，该芯片被命名为“B20”。但报道未提及该AI芯片的性能表现或参数信息。对此，7月22日午间，英伟达方面向钛媒体App表示不予置评。据悉，今年3月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407221416289ede03ad&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达离不开中国：或将推出全新“特供版”B20芯片，预计今年销售额120亿美金｜钛媒体AGI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达离不开中国：或将推出全新“特供版”B20芯片，预计今年销售额120亿美金｜钛媒体AGI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 14:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407221416289ede03ad&s=b><strong>钛媒体APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管美国政府加大对华半导体管制力度，但美国AI芯片巨头“英伟达”却无法放弃中国市场。钛媒体App 7月22日消息，据报道，英伟达（NVIDIA）正在为中国市场联合开发一款基于Blackwell架构的新款旗舰 AI 芯片，该芯片将符合美国出口管制相关规定，该芯片被命名为“B20”。但报道未提及该AI芯片的性能表现或参数信息。对此，7月22日午间，英伟达方面向钛媒体App表示不予置评。据悉，今年3月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407221416289ede03ad&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFSS8Q28.SGD","symbol_name":"Janus Henderson Balanced A Inc SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407221416289ede03ad&s=b","article_id":"2453739210","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407221416289ede03ad&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2453739210","pubTimestamp":1721628748,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"对此，7月22日午间，英伟达方面向钛媒体App表示不予置评。然而，受到美国商务部BIS出口管制新规影响，中国市场一直是英伟达销售的忧患地区。早前新华社主管的《环球》杂志、第一财经等报道称，今年英伟达有望在华交付超过100万颗定制版的H20芯片，每颗H20芯片的价格在12000至13000美元之间，总销售价值约120亿美元。知名投行摩根士丹利也在一份报告中表示，中国市场的需求强劲，英伟达无法放弃H20芯片的销售收入。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD","BK4581":"高盛持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0498741114.HKD":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","NVDA":"英伟达","BK4017":"黄金","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4529":"IDC概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4551":"寇图资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","AGI":"Alamos Gold Inc","LU0055631609.USD":"贝莱德世界黄金基金A2","BK4567":"ESG概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4543":"AI","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4527":"明星科技股","BK4579":"人工智能","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4141":"半导体产品","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4588":"碎股","BK4503":"景林资产持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC"},"translate_title":"Nvidia can't do without China: it may launch a new \"special edition\" B20 chip, with estimated sales of 12 billion US dollars this year | Titanium Media AGI","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"AGI":1},"content_text":"尽管美国政府加大对华半导体管制力度，但美国AI芯片巨头“英伟达”却无法放弃中国市场。钛媒体App 7月22日消息，据报道，英伟达（NVIDIA）正在为中国市场联合开发一款基于Blackwell架构的新款旗舰 AI 芯片，该芯片将符合美国出口管制相关规定，该芯片被命名为“B20”。但报道未提及该AI芯片的性能表现或参数信息。对此，7月22日午间，英伟达方面向钛媒体App表示不予置评。据悉，今年3月举行的GTC大会上，英伟达CEO黄仁勋正式推出名为Blackwell架构的新一代AI图形处理器（GPU），该架构平台能够在万亿参数级的大语言模型（LLM）上构建和运行实时生成式 AI，而基于该架构组成的全球性能最强的 AI 芯片GB200采用台积电4nm制程，涵盖2080亿个晶体管，B200 在某些任务上的速度比其前代产品快 30 倍，预计最快今年9月起大规模量产。黄仁勋称，采用Blackwell架构的AI芯片预计二季度开始交付，三季度实现规模化交付，四季度数据中心就可以运行在新产品上，今年新产品就可以带来很多收入。他也强调，目前市场对AI算力供不应求，上一代Hopper架构的产品的需求还会增加。然而，受到美国商务部BIS出口管制新规影响，中国市场一直是英伟达销售的忧患地区。今年3月30日，美国升级对华芯片出口禁令，表示将对中国出口的AI半导体产品采取“逐案审查”政策规则，全面限制英伟达、AMD以及更多更先进AI芯片和半导体设备向中国销售。今年5月发布的截至4月28日的2025财年第一财季业绩当中，在数据中心业务上，英伟达来自中国客户的营收占比已经从2023财年的19%，降低至2024财年的中个位数百分比（5%）。财报会上，黄仁勋称，由于技术限制，中国数据中心业务已经显著降低，将继续尽最大可能服务中国客户。“我们在中国的数据中心收入与10月份实施新的出口管制限制之前的水平相比大幅下降。”“我们有值得尊敬的客户，我们会尽最大努力服务好每一位客户。我们在中国的业务确实比过去的水平下滑很多。由于技术限制，现在中国的竞争更加激烈。这些都是事实。”黄仁勋承诺，英伟达将继续尽最大努力为中国市场的客户提供服务，会尽最大努力做到最好。早前新华社主管的《环球》杂志、第一财经等报道称，今年英伟达有望在华交付超过100万颗定制版的H20芯片，每颗H20芯片的价格在12000至13000美元之间，总销售价值约120亿美元。黄仁勋曾表示，希望借助新的芯片使得英伟达在中国的业务实现最大化。此前在一份市场报告中称，由于内存容量更高，H20的制造成本会比H100更高，因此H20的售价是H100的大约一半，英伟达在利润率方面做出妥协。知名投行摩根士丹利也在一份报告中表示，中国市场的需求强劲，英伟达无法放弃H20芯片的销售收入。黄仁勋曾强调，其研发的特别版 AI 芯片将完全符合美国对中国出口管制的要求，将以最大程度提升英伟达在中国的业务。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.0","shortVersion":"4.26.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2453739210"}