最新消息，英伟达将在二季度恢复中国“特供版”AI芯片出货，但腾讯、阿里巴巴等大客户兴趣不大。

两名知情人士透露，英伟达计划在2024年第二季度开始批量生产一款为中国设计的AI芯片，以符合美国的出口规定。其中一位知情人士称，最初的产量将有限，英伟达将主要满足大客户的订单。

据悉，这款英伟达希望以“超级急单”方式要求台积电优先交付的芯片可能是H20，在面临管制后面向中国市场开发的三款芯片中，H20规格是最强大的。

据华尔街日报（WSJ）消息，中国规模较大的云端企业去年11月就开始测试英伟达提供的H20样品。但消息人士透露，阿里巴巴、腾讯已向英伟达表明，2024年订购的芯片将远少于美国新禁令出炉前的规划。

报道称，由于担心美国可能再次收紧限制，中国大客户不愿再花大价钱押注降级的H20，反而转向测试和采购国内厂商的替代品。

有分析称，短期内，英伟达降级版GPU与中国本土替代品的差距缩小，提升了国产芯片对云计算和AI大模型客户的吸引力。

根据消息，阿里巴巴、腾讯已决定将部分订单转给华为等公司，并更加仰仗自家开发的ASIC。百度、字节跳动也采取了同样行动。

知名半导体咨询机构TrendForce分析师指出，中国云端企业目前约有80%高端AI芯片是向英伟达采购，未来5年这个比例可能会降至50~60%。

根据消息，华为2023年获得中国某大客户预购至少5,000颗昇腾910B芯片，经过测试，后者被视为最接近英伟达A100的中国版替代品。昇腾910B预计2024年开始交货，但华为因美国制裁、目前依旧面临产能受限的窘境。

The latest news is that NVIDIA will resume shipments of "special edition" AI chips in China in the second quarter, but major customers such as Tencent and Alibaba have little interest.

Two people familiar with the matter revealed that Nvidia plans to start mass production of an AI chip designed for China in the second quarter of 2024 to comply with U.S. export regulations. One of the people said initial production will be limited and Nvidia will mainly fill orders from large customers.

It is reported that the chip that Nvidia hopes to request TSMC to deliver first in the form of a "super urgent order" may be H20. Among the three chips developed for the Chinese market after facing controls, H20 specifications are the most powerful.

According to the Wall Street Journal (WSJ), China's largest cloud companies began testing H20 samples provided by Nvidia in November last year. However, sources revealed that Alibaba and Tencent have told Nvidia that the chips ordered in 2024 will be far less than planned before the new US ban.

According to reports, due to concerns that the United States may tighten restrictions again, major Chinese customers are no longer willing to spend big money on the downgraded H20, and instead turn to testing and purchasing alternatives from domestic manufacturers.

Some analysts say that in the short term, the gap between Nvidia's downgraded GPUs and China's local alternatives has narrowed, making domestic chips more attractive to cloud computing and AI large-model customers.

According to the news, Alibaba and Tencent have decided to transfer some orders to Huawei and other companies, and rely more on their own developed ASICs. Baidu and ByteDance have also taken similar actions.

Analysts at TrendForce, a well-known semiconductor consulting firm, pointed out that Chinese cloud companies currently purchase about 80% of high-end AI chips from Nvidia, and this proportion may drop to 50~60% in the next five years.

According to the news, Huawei has obtained a pre-order of at least 5,000 Ascend 910B chips from a major Chinese customer in 2023. After testing, the latter is regarded as the closest Chinese alternative to Nvidia A100. Ascend 910B is expected to begin delivery in 2024, but Huawei is still facing production capacity constraints due to U.S. sanctions.