jack yang
12-03
如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息
消息称英伟达GB200芯片量产时间推迟,微软削减40%订单
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纵浪
12-03
纵浪
也是NVD被套了吧
jack yang
:
可惨了
什么也没有了~
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道,市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈,而微软将削减订单。供应链透露,这次出现问题的是背板连接设计,因美国供应商的 Cartridge 连接器测试良率不佳,量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者,不过碍于专利障碍及产能爬坡等问题,恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术,并整合高度复杂机柜设计。然而因设计复杂命运多舛,量产时间几经延迟。英伟达日前法说会上指出,Blackwell 生产已全面启动,但现在情况是供应不足,将携手合作伙伴克服。报道称,供应链查访显示,微软已开出第一枪,将订单削减了 40%,部分转单至明年中推出的 GB300。据了解,GB200 是英伟达 Blackwell GPU 架构的一部分,其性能最高可达前代 H100 GPU 的五倍,尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型,例如用于大型语言模型(LLM)的人工智能训练。不过其功耗相当高,根据冷却配置的不同,需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统,并且还将采用插槽式设计,便于 GPU 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