新AI芯片推迟上市这对英伟达(NVDA.US)影响有多大？

智通财经网08-04

英伟达(NVDA.US)推迟出货B200，对营收影响几何？据科技媒体The Information报道，英伟达向其客户表示，新款Blackwell B200芯片将延迟发布三个月或更长时间，批量出货或延迟至明年Q1。Blackwell芯片原计划于2024年10月开始批量生产，若因延期而推迟至2025年4月，将直接影响英伟达的季度收益。对此，英伟达回应媒体称，对Hopper芯片的强劲需求和...

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href=http://www.zhitongcaijing.com/content/detail/1159656.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达(NVDA.US)推迟出货B200，对营收影响几何？据科技媒体The Information报道，英伟达向其客户表示，新款Blackwell  B200芯片将延迟发布三个月或更长时间，批量出货或延迟至明年Q1。Blackwell芯片原计划于2024年10月开始批量生产，若因延期而推迟至2025年4月，将直接影响英伟达的季度收益。对此，英伟达回应媒体称，对Hopper芯片的强劲需求和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1159656.html\">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":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1159656.html","article_id":"2456010932","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/image/20240804/20240804100540_47210.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2456010932","pubTimestamp":1722737129,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"据分析师预测，B200芯片延迟发布后，售价可能定为3万到4万美元之间，截至2025年1月的季度发货量将达到约32500块，营收贡献将达到30亿美元，占当季总预期收入的9%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4529":"IDC概念","IE00BJJMRX11.SGD":"Janus Henderson 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B200芯片将延迟发布三个月或更长时间，批量出货或延迟至明年Q1。Blackwell芯片原计划于2024年10月开始批量生产，若因延期而推迟至2025年4月，将直接影响英伟达的季度收益。对此，英伟达回应媒体称，对Hopper芯片的强劲需求和Blackwell芯片的生产计划并未改变。英伟达发言人表示：“正如我们之前所说，Hopper的需求非常强劲。大规模的Blackwell采样工作已经完成，下半年的生产将按计划进行。除此之外，我们不对传言发表评论。”这意味着，即使B200延迟上市，对英伟达营收的影响程度可能不会特别大，因为Hopper芯片的市场需求依然旺盛。目前，Blackwell GPU架构已知的芯片款式有B100、B200和GB200超级芯片三类。如果B200芯片延迟发布，据Mizuho分析师Vijay  Rakesh估算，其售价可能定为3万到4万美元之间，GB200可能定价在5万到7万美元之间。瑞银分析师Timothy  Arcuri则预测，到截至2025年1月的季度中，B200和GB200的发货量将分别达到约32500块和43400块，但仅占当季所有芯片发货量的7%，大多数发货的仍是Hopper芯片。结合两位分析师的估算，B200产品明年1月当季的营收贡献将达到30亿美元，占当季总预期收入（345亿美元）的9%。对英伟达的客户来说，芯片推迟可能会加剧其对收货时点的担忧。据悉，包括谷歌母公司Alphabet、亚马逊、微软和Facebook母公司Meta在内的科技巨头二季度的资本支出总计近600亿美元，同比增长三分之二，其中很大一部分流向了英伟达。the  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新AI芯片推迟上市 这对英伟达(NVDA.US)影响有多大？

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新AI芯片推迟上市这对英伟达(NVDA.US)影响有多大？