然后订单转向GB30_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":377524328186280,"tweetId":"377524328186280","gmtCreate":1733208153548,"gmtModify":1733208155399,"author":{"id":134415299988000,"idStr":"134415299988000","authorId":134415299988000,"authorIdStr":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>然后订单转向GB300，还是Nvidia</p></body></html>","htmlText":"<html><head></head><body><p>然后订单转向GB300，还是Nvidia</p></body></html>","text":"然后订单转向GB300，还是Nvidia","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/377524328186280","repostId":1111170527,"repostType":4,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>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。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>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</strong>。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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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消息称英伟达GB200芯片量产时间推迟，微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">Web 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 的安装和拆卸，与目前的焊接设计不同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":377526232961416,"commentId":"377526232961416","gmtCreate":1733208616016,"gmtModify":1733208895270,"authorId":3558259760766556,"author":{"id":3558259760766556,"idStr":"3558259760766556","authorId":3558259760766556,"name":"相信国运","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377524328186280,"objectIdStr":"377524328186280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哥，信仰还能持续到多少价位，我认知不够用了","text":"哥，信仰还能持续到多少价位，我认知不够用了","html":"哥，信仰还能持续到多少价位，我认知不够用了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

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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