英伟达产能大调整：H200让位给下一代芯片Vera Rubin

华尔街见闻03-05 14:52

英伟达部分叫停H200芯片生产，将台积电相关产能转向下一代架构Vera Rubin。这背后，是对美国出口审批迟迟未落地的现实妥协。约25万颗H200库存静待政策窗口，而OpenAI、谷歌争抢的新一代算力产品。英伟达正将其在台积电的制造产能从H200芯片转向下一代架构Vera Rubin，这一战略转向折射出该公司对当前监管环境的最新研判。周四，据英国《金融时报》援引两位知情人士消息透露，英伟达已经...

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Rubin，这一战略转向折射出该公司对当前监管环境的最新研判。周四，据英国《金融时报》援引两位知情人士消息透露，英伟达已经暂停针对特定市场的H200芯片生产，将台积电原本的H200芯片的相关产能重新分配给Vera Rubin。英伟达首席财务官Colette Kress上周在财报电话会议上表示，尽管美国政府已批准少量H200产品出口，\"但我们迄今尚未产生任何收入，也不知道是否会有任何出口获批。\"这一调整意味着英伟达在近期内不再寄望于H200的大规模销售。知情人士表示，此举在某种程度上可能加速Vera Rubin的交付与推出进程，而后者目前正受到OpenAI、谷歌等科技巨头的强劲需求追捧。H200产能搁置，Vera Rubin接棒H200是英伟达较早一代的AI处理器，此前被定位为符合美国出口管制要求的合规产品。Vera Rubin则是英伟达今年早些时候发布的最新芯片架构，专为更复杂的AI系统设计，在高端算力市场需求旺盛。据英伟达内部知情人士向英国《金融时报》透露，英伟达目前已生产约25万颗H200芯片。若最终仅批准有限订单，现有库存足以覆盖相应需求。\"与其在不确定中等待，英伟达必须转向那些有把握实现的目标，尤其是在先进产品供不应求的情况下，\"一位知情人士表示。审批流程受阻，供应链备战落空英伟达此前曾大力争取H200的销售许可。去年12月，特朗普总统释放出允许销售的信号后，英伟达随即加快生产节奏。据英国《金融时报》此前报道，该公司曾预期来自客户的订单超过100万台，供应商也曾昼夜不停地备货，原计划最早于今年3月开始交付。英伟达首席执行官黄仁勋今年1月初曾表示，需求“非常旺盛，我们已经启动供应链，H200正在流水线上生产”。然而，审批进程随后陷入停滞。尽管产能已转向，英伟达并未完全关闭H200重启的可能性。知情人士表示，若政策出现转机，英伟达重新调配或增加H200供应链产能最多需要三个月时间，而现有库存在此期间亦可覆盖需求与交付。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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