因对DeepSeek低成本人工智能模型需求激增英伟达(NVDA)H20芯片在华订单大增-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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因对DeepSeek低成本人工智能模型需求激增英伟达(NVDA)H20芯片在华订单大增

金吾财讯02-25

金吾财讯 | 据外媒，六名知情人士表示，由于对DeepSeek低成本人工智能模型的需求激增，中国企业正在增加英伟达(NVDA)H20人工智能芯片的订单，这可能有助于缓解人们对DeepSeek可能导致人工智能芯片需求下滑的担忧。

其中两位知情人士表示，自DeepSeek上个月进入全球公众视野以来，腾讯、阿里巴巴和字节跳动对H20的订单“大幅增加”。H20是英伟达为中国市场定制的芯片。

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