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English(EN) Jensen's claim of not being able to give away Hoppers back at GTC25 were incorrect; their value has skyrocketed recently. My guess is that this reflects HBM sca

Hopper GPU 价值因 HBM 稀缺而飙升

英伟达的 Hopper GPU 此前被认为需求不高,但其价值已显著增长。这种激增归因于高带宽内存(HBM)的稀缺,HBM 是 AI 加速器的关键组件。这种情况表明,即使是内存充足的旧款 GPU 型号也足以满足推理任务,凸显了 HBM 在当前 AI 硬件市场中的重要性。 AI

影响 凸显了高带宽内存(HBM)在 AI 硬件中的关键作用,可能影响未来的供应链策略和 GPU 开发。

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在 Mastodon — fosstodon.org 阅读 →

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Hopper GPU 价值因 HBM 稀缺而飙升

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报道来源 [2]

  1. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    Jensen声称在GTC25上无法送出Hoppers的说法不实;它们的价值近期已飙升。我猜这反映了HBM的稀缺性

    Jensen's claim of not being able to give away Hoppers back at GTC25 were incorrect; their value has skyrocketed recently. My guess is that this reflects HBM scarcity. Old GPUs with just as much(ish) memory are just fine for inference's bottlenecks. Source: https://www. a16z.news/…

  2. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    Jensen声称在GTC25上无法送出Hoppers的说法不实;它们的价值近期已飙升。我猜这反映了HBM的稀缺性

    Jensen's claim of not being able to give away Hoppers back at GTC25 were incorrect; their value has skyrocketed recently. My guess is that this reflects HBM scarcity. Old GPUs with just as much(ish) memory are just fine for inference's bottlenecks. Source: www.a16z.news/p/charts-…