人工智能基础设施提供商CoreWeave首席执行官近日披露，其旗舰产品英伟达H100 GPU在2023年第四季度的平均售价与年初相比波动幅度控制在10%以内，展现出显著的价格韧性。与此同时，同系列A100芯片的均价在2025年出现明显上扬趋势。
这一数据反映出高端AI芯片市场供需关系的动态变化。尽管行业面临供应链调整与技术迭代压力，H100作为大语言模型训练的核心硬件仍维持稳定溢价。而A100价格的攀升则暗示中高端算力需求正持续向新兴应用场景渗透。
值得注意的是，两家主流芯片制造商的产品定价策略呈现分化态势。在算力军备竞赛白热化的背景下，不同代际GPU的价格走势或将深刻影响全球AI基础设施的建设节奏与成本结构。
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