投资摘要:每周一谈:H200 获准入华 博通业绩催化定制芯片出货预期H200 获准入华,国产模型性能迭代有望加速。根据腾讯科技消息,特朗普宣布美国即将允许英伟达向中国大陆等地区的客户出口H200 产品。H200 较此前特供中国的H20 有较大性能提升,其FP16 算力高达1979T、 H20 为148T,FP8算力达3958T、H20 为296T,H200 互联带宽是H20 的两倍、达到900GB...
Source Link投资摘要:每周一谈:H200 获准入华 博通业绩催化定制芯片出货预期H200 获准入华,国产模型性能迭代有望加速。根据腾讯科技消息,特朗普宣布美国即将允许英伟达向中国大陆等地区的客户出口H200 产品。H200 较此前特供中国的H20 有较大性能提升,其FP16 算力高达1979T、 H20 为148T,FP8算力达3958T、H20 为296T,H200 互联带宽是H20 的两倍、达到900GB...
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