Tiger Brokers

存储紧缺推高英伟达 GB300 机架价格，零部件单周波动最高 40%

智通财经
Jul 04
【存储紧缺推高英伟达 GB300 机架价格，零部件单周波动最高 40%】存储芯片及其他零部件供给有限、需求暴涨，导致搭载这类芯片的英伟达 AI 服务器价格快速走高，近几个月涨势尤为明显。一名英伟达服务器经销商透露，搭载英伟达 GPU 显卡的服务器机架，部分核心零部件单周价格波动幅度最高达 40%，波动品类涵盖台积电代工的晶圆、封装配套组件、网络设备、散热模组，影响最大的则是各类存储芯片。该经销商称，GPU 服务器机架价格 “波动极其剧烈”：“所有零部件的行情两到三周就会彻底变天，价格完全无法预判。企业只能在极短窗口期锁定采购价，窗口期一过就无法规划成本。”某 GPU 云服务商高管表示，近期其采购的服务器机架单周涨价 2% 至 3%；另一家竞品云厂商高管称，其采购的英伟达 Grace Blackwell GB300 机架中，NVMe 固态硬盘是价格剧烈波动的主因，数月前涨价速度极快。这名高管透露，当前机架价格较其认定的常规基准价高出 10%~15%，GB300 机型每月涨幅已趋于平稳，约 1%。

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