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第105章 华为算力供不应求,“算力租赁”成新风口!

在数字化浪潮汹涌而至的今天,算力作为数字经济时代的核心引擎,正成为市场竞相追逐的稀缺资源。近期,随着国内算力供需缺口的扩大,华为算力产品正逐渐成为继英伟达之后被市场抢购的新宠。华为算力GPU的供不应求,不仅反映了市场对高性能计算能力的迫切需求,也预示着一场围绕算力资源的商业竞赛正悄然展开。

据多方消息透露,2023年华为算力GPU的出货量预计在十万片左右,而到了2024年,产能有望增加至几十万片。然而,市场的热情远超预期,目前下单需求已高达上百万片,供需矛盾日益凸显。这种供不应求的局面,直接推高了华为算力GPU的市场价格。从最初的上市价格约7万元,经过数次提价,目前市价已飙升至12万元左右。

目前,华为已公开的Atlas 300T产品有三个型号,分别对应910A、910B、910 Pro B,前两者AI算力均为256 TFLOPS,而910 Pro B可达280 TFLOPS(FP16)。

从去年下半年开始,许多互联网大公司开始选择华为作为算力补充,如百度和科大讯飞等。有算力行业的资深人士透露,某短视频巨头公司近期在打造大模型,近期正大规模采购华为算力。另外,OPPO也在东莞建立了滨海湾数据中心,多元化算力是其目标。

华为算力的火爆并非偶然。随着人工智能、大数据等技术的快速发展,各行各业对算力的需求呈现出爆发式增长。尤其是那些积极布局大模型产品的科技公司,对高性能算力的渴求更是迫切。在此背景下,华为凭借其在芯片领域的深厚积累和持续创新,成功推出了多款高性能算力产品,满足了市场的迫切需求。

值得注意的是,华为算力产品的客户梯队呈现出多元化趋势。除了传统的三大运营商和政务类客户外,互联网公司和其他行业企业也纷纷加入采购行列。这些客户为了尽快获得算力产品,不惜挤入第一梯队,甚至通过与地方政府合作等方式寻求优先供应。这种激烈的市场竞争,进一步加剧了算力市场的供需矛盾。

然而,华为算力产品的火爆并非没有隐忧。随着英伟达等国外芯片企业受到多轮限制,国内算力市场正面临着前所未有的挑战。虽然华为等国内企业正在逐步推出国产替代产品,但国产芯片及服务器的大规模使用还需要时间的检验和市场的认可。在此期间,国内算力市场仍将面临算力缺口和价格上涨的双重压力。

面对算力市场的

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