【财联社讯】随着人工智能（AI）技术的不断发展，对于高性能计算（HPC）的需求日益增长。近日，广达电脑宣布其AI服务器将搭载英伟达新一代H200芯片，预计在第三季度完成量产。这款芯片被视为应对未来AI计算需求的关键，因此，全球四大云端服务供应商对H200芯片的争夺异常激烈。
据悉，H200芯片是英伟达的最新高端产品，预计将于第二季度开始出货。广达作为Google的主要代工厂，已经开始着手生产首批搭载H200芯片的AI服务器。广达方面表示，预计第三季完成产品后端测试并实现量产。
根据供应链透露的消息，广达此次生产的H200芯片AI服务器订单量至少在数百机柜以上，而其单柜的出货价格是传统服务器的三至四倍。这一价格差异反映了AI服务器的高性能和成本效益。
广达对此并未评论任何单一客户订单的动态，但市场分析人士普遍认为，这一订单量的公布显示出AI服务器市场的巨大潜力。随着AI技术的广泛应用，预计未来对高性能计算的需求将持续增长，广达的H200芯片AI服务器有望成为市场上的热销产品。
随着H200芯片的量产和交付，广达电脑将进一步提升其在AI服务器市场的竞争力，同时也为全球AI技术的进步和应用提供了强大的硬件支持。
英语如下：
Title: “AI Chip Boom: Quanta to Mass Produce NVIDIA H200 Servers in Q3, Exceeding Order Expectations”
Keywords: AI Server, NVIDIA H200, Quanta Production
Content:
[Taiwan Economic News] With the continuous development of artificial intelligence (AI) technology, the demand for high-performance computing (HPC) is on the rise. Recently, Quanta Computer announced that its AI servers will be equipped with NVIDIA’s new H200 chip, with mass production expected to be completed in the third quarter. The chip is seen as a key to addressing future AI computing needs, leading to intense competition among the world’s four major cloud service providers for access to the H200 chip.
It is reported that the H200 chip is NVIDIA’s latest high-end product, which is expected to start shipping in the second quarter. As Google’s primary manufacturer, Quanta has already begun producing the first AI servers equipped with the H200 chip. Quanta officials stated that after completing the backend testing in the third quarter, mass production will be realized.
According to supply chain information, the order volume for the H200 chip AI servers produced by Quanta is at least in the hundreds of cabinets, with the single-cabinet shipment price being three to four times that of traditional servers. This price difference reflects the high performance and cost-effectiveness of AI servers.
Quanta declined to comment on the dynamics of any single customer order, but market analysts generally believe that the announcement of such an order volume highlights the huge potential of the AI server market. With the widespread application of AI technology, it is expected that the demand for high-performance computing will continue to grow, and Quanta’s H200 chip AI servers are poised to become best-selling products in the market.
With the mass production and delivery of the H200 chip, Quanta Computer will enhance its competitiveness in the AI server market and provide powerful hardware support for the progress and application of global AI technology.
【来源】https://www.cls.cn/detail/1606714
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