Blackwell 受限，增加 H100/H200 出貨

來源: exds 於 2024-08-28 13:48:54 [] [舊帖] [給我悄悄話] 閱讀數 : (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： 

• 其實對於芯片更新換代太快，不一定好 -此惡要吾持久- ♂ 給 此惡要吾持久 發送悄悄話 此惡要吾持久 的博客首頁 (0 bytes) () 08/28/2024 postreply 13:58:16

• 是的， 對芯片的巨大需要照樣而且不會慢下 -NewLeaf2021- ♀ 給 NewLeaf2021 發送悄悄話 (45 bytes) () 08/28/2024 postreply 14:08:49

• 不能出貨高價的 Blackwell，revenue projection missed whisper -exds- ♀ 給 exds 發送悄悄話 (0 bytes) () 08/28/2024 postreply 15:20:11

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