英偉達中國特供芯片遇冷：阿里、騰訊看不上降級版

智通財經
2024.01.07 13:04
知情人士稱，自去年 11 月以來，阿里巴巴集團、騰訊等中國大型雲計算公司一直在測試英偉達的特供芯片樣本。他們已向英偉達表明，今年向英偉達訂購的芯片數量將遠遠少於此前原計劃購買的、已經被禁的英偉達高性能芯片。從短期來看，英偉達降級版芯片領先中國本土產品的性能優勢正在縮小，這使得國產芯片對買家的吸引力越來越大。知情人士表示，阿里和騰訊正在將一些先進的半導體訂單轉移給本土公司，並且更多地依賴公司內部開發的芯片。另外兩大芯片買家百度、字節跳動也是如此。
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