国内可以替代了？_老虎社区_美港股上老虎 - 老虎社区

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荣成渔夫
08-12

国内可以替代了？

市场消息：中国官方建议国内企业避免使用英伟达H20芯片

8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用$英伟达(NVDA)$的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。

市场消息：中国官方建议国内企业避免使用英伟达H20芯片

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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不要给我谈梦想
·08-13
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H20这个级别目前可以替代。但是h100这种高端的暂时还代替不了。
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- cloudwin:
  替代个鬼，别瞎扯了
  08-13
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- 么么哒121:
  有替代也做不到这个价格，不如买h20实惠，美国佬会算的很，知道你有点苗头能突破，直接解封低价占领市场，把你嗯死
  08-13
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cloudwin
·08-13
替代个鬼
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14:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20芯片，尤其是服务政府部门的应用场景。</p><p>知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f14df1eae5eef0cec56ec802da9fd3\" title=\"\" tg-width=\"1134\" tg-height=\"808\"/></p><p>其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。</p><p>知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。</p><p>中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。</p><p>据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman 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