Forward-looking vision, strong strength, coupled with good opportunities, NVIDIA has been on a roll over the years. Both mining in the past and AI now make a lot of money.
After the "frenzy" ended, NVIDIA went into a deep crisis, with revenue plummeting, but ChatGPT came along, and demand for computing power made NVIDIA Gpus hot and expensive.
According to multiple sources, demand for NVIDIA's A100, H100 and other accelerated computing cards is so hot that even after Taiwan Semiconductor added a large number of orders and urgently ramped up production capacity, it still cannot meet it.
In the Chinese market, due to the ban of the United States, NVIDIA customized special versions of A800 and H800, which are also extremely popular. The price increase has been over 40%, for example, A800 sold for more than 250,000 yuan!
And even,Even the V100, an old-architecture product with the first-generation Tenor core, was priced at around 70,000 yuan.
In addition to soaring prices, delivery times are getting longer, especially in the domestic market,Now the wait is usually three months, and in some cases as long as six months.
The tension is unlikely to ease until at least December.
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