Blackwell 受限，增加 H100/H200 出货

来源: exds 于 2024-08-28 13:48:54 [] [旧帖] [给我悄悄话] 阅读数 : (608 bytes)

“In the fourth quarter, we expect to ship several billion dollars in Blackwell revenue,” Nvidia CFO Colette Kress wrote.

However, Nvidia said that it expected the current-generation chip, called Hopper, to increase total shipments for the next two quarters.

所有跟帖： 

• 其实对于芯片更新换代太快，不一定好 -此恶要吾持久- ♂ 给 此恶要吾持久 发送悄悄话 此恶要吾持久 的博客首页 (0 bytes) () 08/28/2024 postreply 13:58:16

• 是的， 对芯片的巨大需要照样而且不会慢下 -NewLeaf2021- ♀ 给 NewLeaf2021 发送悄悄话 (45 bytes) () 08/28/2024 postreply 14:08:49

• 不能出货高价的 Blackwell，revenue projection missed whisper -exds- ♀ 给 exds 发送悄悄话 (0 bytes) () 08/28/2024 postreply 15:20:11

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