英伟达在推出新一代AI芯片Blackwell系列过程中遇到工程难题，导致产品发布进度延迟，影响了市场预期。主要问题在于一种AI加速器需要重新设计以兼容Hopper H100芯片，以及一款处理器与显卡结合的产品因技术问题无法大量上市。这些挑战显示了技术创新过程中的复杂性。英伟达的股价因此下跌6.4%，而竞争对手AMD股价上涨1.8%。尽管面临延迟，分析师认为这不会对英伟达的收入增长和长期发展造成重大影响。英伟达的CEO黄仁勋表示，Blackwell系列芯片已进入全面生产阶段，并预计需求将持续超过供应。
["英伟达在MLPerf基准测试中展示了新型超级计算机Hopper。","Hopper配备1万多块H100 GPU,性能强劲。","与英特尔Gaudi2相比,Hopper每美元性能高出4倍。","除英伟达外,提交MLPerf结果的厂商寥寥无几。","MLPerf训练基准日益失去比较意义,但Hopper仍展示算力领先。"]
Google
$0.7
输入tokens/百万
$2.8
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1k
上下文长度
Alibaba
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256
Openai
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131
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Tencent
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Moonshot
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$32
262
$0.49
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Chatglm
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