美国NVIDIA的阳谋，H200对中国市场低价倾销，压制中国AI芯片

Ofweek光电信息网2025-12-29

因种种原因导致NVIDIA对中国市场销售的H20芯片面临无人问津的尴尬局面，但是NVIDIA不愿舍弃中国市场，还有就是惧怕中国AI芯片培育出自己的生态，那样将会成为NVIDIA的巨大竞争对手，因此日前业界传出NVIDIA计划对中国市场低价销售H200芯片，以诱惑中国企业。据悉H200的性能至少是之前H20性能的6.7倍，但是预估售价将只比后者增加三成左右，如此一来H200的价格是非常具有诱惑力的，...

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States, H200 is dumped at a low price in the Chinese market to suppress Chinese AI chips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"ASHS":0.6,"CWEB":0.6,"3NVD.UK":0.6,"CHAU":0.6,"MCHI":0.6,"NVDA":1.97,"KWEB":0.6,"FXI":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVDY":0.6,"NVDS":0.6,"CQQQ":0.6,"ASHR":0.6,"NVIW.SI":0.6,"NVD":0.6,"DRAG":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"NVDU":0.6},"content_text":"因种种原因导致NVIDIA对中国市场销售的H20芯片面临无人问津的尴尬局面，但是NVIDIA不愿舍弃中国市场，还有就是惧怕中国AI芯片培育出自己的生态，那样将会成为NVIDIA的巨大竞争对手，因此日前业界传出NVIDIA计划对中国市场低价销售H200芯片，以诱惑中国企业。据悉H200的性能至少是之前H20性能的6.7倍，但是预估售价将只比后者增加三成左右，如此一来H200的价格是非常具有诱惑力的，毕竟对于企业来说低成本发展是刚需。此外对于企业来说，当前全球的AI大模型竞争可谓如火如荼，谁都怕自己落后一步，而对于中国企业来说他们与美国企业的相比到底有没有落后都心里有数，如此情况下更是迫切需要加快追赶速度。如果采用NVIDIA的AI芯片，那么不仅可以延续AI生态，毕竟目前为止全球的AI软件大都是基于NVIDIA的CUDA平台打造，这种生态的威力，从NVIDIA的美国两大竞争对手Intel和AMD虽然声称他们的AI芯片性能媲美NVIDIA但是价格低得多，却始终无法在AI芯片市场破局可以看出来。还可以大幅降低技术研发的难度，毕竟采用国产AI芯片，企业将面临巨大的兼容问题，仅是解决兼容问题就得耗费不少的时间和资金，这从此前H20性能不强但是价格却异常昂贵却依然得到追捧可以看出来，如今性能强了那么多的H200而价格又便宜，这诱惑力有多少企业能顶得住啊？如果国内企业继续采用H200芯片，那么国内的AI芯片势必遭受重大打击，毕竟他们的AI芯片由于种种因素的影响导致在工艺、芯片架构等方面都面临不小的困难，而H200采用了更先进的4纳米工艺，不仅性能强，功耗还低。对于AI大模型来说，耗电已成为不可承受之重，这从美国一个城市因为大量AI数据中兴扎堆建设导致居民用电时间不断增加可以看出来，可以说除了生态之外，耗电也成为H200的又一个巨大诱惑力。如果国内企业可以选购H200，即使他们同时也会采购国产AI芯片，但是基于兼容等方面的考虑，可以预期他们必然会将H200当做主力来采用，如此国产AI芯片的生态就难以建立，而对于NVIDIA来说只要它的生态没有被打破，就不会遭遇强力的竞争对手，它迟早能赚回来更多利润。对此，NVIDIA的创始人兼CEO黄仁勋也毫不讳言地强调，不能让中国AI芯片建立自己的生态，否则美国可能永远失去中国这个市场，其实更直接地说则是NVIDIA不希望中国的AI芯片成长起来成为它的重要竞争对手，毕竟诸多行业都证明只要中国的产品能成长起来就会迅速冲向全球市场，给同行业的对手造成毁灭性的打击，黄仁勋当然怕。面对NVIDIA的阳谋，如果中国企业可以选择H200的话，显然是无法阻挡低价的H200大举占领中国市场的，这对国产AI芯片来说必然会是重大打击，而要阻止这样的情况发生，显然仅靠市场的力量是阻止不了的，就不知会不会有其他因素影响了。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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