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- ChuandaoChuandao
  ·2025-05-29
  后悔死，昨天走了
  非常抱歉，此主贴已删除
  1,470 评论
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- ChuandaoChuandao
  ·2025-03-13
  应该是的
  传腾讯向英伟达采购数十亿元规模H20芯片，应对微信接入DeepSeek需求
  腾讯公司正在加速大模型应用的推进。据悉，近期腾讯向英伟达采购一批新芯片，为向腾讯按时交付订单，英伟达H20芯片短期出现供不应求的情况。一位接近英伟达人士表示，腾讯的这笔订单金额约合几十亿元量级。截至发稿，腾讯对此未有回应。一位阿里云人士告诉记者，据他了解，腾讯短期内采购大量H20，主要是为了应对微信接入DeepSeek的需求。
  传腾讯向英伟达采购数十亿元规模H20芯片，应对微信接入DeepSeek需求
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- ChuandaoChuandao
  ·2025-01-05
  真不要脸，妈的，收割国人还要演戏
  非常抱歉，此主贴已删除
  1,749 评论
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class=\"h-time\">2025-03-13 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 正在加速大模型应用的推进。据悉，近期腾讯向 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 采购一批新芯片，为向腾讯按时交付订单，英伟达H20芯片短期出现供不应求的情况。</p><p>一位接近英伟达人士表示，腾讯的这笔订单金额约合几十亿元量级。截至发稿，腾讯对此未有回应。一位阿里云人士告诉记者，据他了解，腾讯短期内采购大量H20，主要是为了应对微信接入DeepSeek的需求。</p><p>腾讯和字节跳动一直是英伟达在中国市场最大的两个客户。据市场调查机构Omdia数据，2024年，字节和腾讯分别订购了大约23万颗英伟达芯片，购买量位列全球第二和第三。全球排名第一的是微软，2024年预计购买48.5万块AI芯片。</p><p><strong>H20是英伟达在2023年底针对中国市场推出的一款AI芯片，也是目前中国买家能在正常渠道上买到的用于大模型训练的最先进的英伟达芯片。</strong></p><p>由于各方限制，这款芯片性能上相对有限制，性价比较低。再加上鼓励支持国产芯片发展的政策，不少科技公司转向采购国产算力。</p><p>知情人士透露，2024年初，腾讯就曾考虑加大H20的采购量，但因为上述原因，采购一度暂停，直到今年又下了新订单。</p><p>DeepSeek的出现让英伟达的H20“翻红”。2025年2月15日，微信接入DeepSeek，随后，腾讯旗下的多个应用陆续接入DeepSeek，包括QQ音乐、QQ浏览器、腾讯元宝、腾讯文档、腾讯地图等。</p><p>业内人士分析，腾讯此时加大算力投资，是为了提升C端的使用体验，腾讯旗下应用的用户数量庞大，如果频繁出现卡顿或“服务器繁忙”，会直接导致用户流失。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"TCEHY":"腾讯控股ADR","NVDA":"英伟达","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125614037","content_text":"腾讯控股 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