News on May 15th, AI has become the hottest field in the technology industry in recent months. Generative AI such as ChatGPT has pushed Google, Microsoft and many domestic companies to invest in large model research and development, resulting in a surge in demand for high-performance GPU chips. NVIDIA has made another wave of profits. Some chips will be out of stock until the end of the year, and prices are also rising.
An agent revealed that the price of A100 began to rise in December last year. As of the first half of April this year, its cumulative price increase in the five months reached 37.5%; during the same period, the cumulative price increase of A800 reached 20.0%.
At the same time, the GPU delivery cycle has also been lengthened. The delivery cycle used to be about one month, but now it basically takes three months or longer. Some new orders "may not be delivered until December."
It was previously reported that NVIDIA has urgently increased advanced packaging production capacity to TSMC, but it is still in short supply.
According to statistics, NVIDIA currently sells at least 9 models of accelerator cards, including 4 high-performance models, namely V100, A800, A100 and H100.
They are expensive. The V100 accelerator card costs at least US$10,000, which is about 69,000 yuan, the A800 is priced at US$12,000, which is about 83,000 yuan, the A100 is priced at US$15,000, which is at least 103,500 yuan, and the H100 acceleration card The card is currently the strongest, priced at US$36,500 and more than RMB 252,000.
However, even if you have money, you may not be able to buy these graphics cards. The A100 and H100 models are not available in China, so NVIDIA has launched an alternative model, the A800. Although its model looks more advanced than the A100, its actual performance is only About 70% of the latter are castrated.
[Source: Kuai Technology]
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