Nvidia's partial GPU new orders can only be delivered in December, and AI chips continue to be out of stock and have increased prices
NVIDIA GPU used to have a delivery cycle of about one month, but now it usually takes three months or more. Even some new orders may not be delivered until December
NVIDIA GPU used to have a delivery cycle of about one month, but now it usually takes three months or more. Even some new orders may not be delivered until December.
According to Jiweiwang, an agent revealed that the price of Nvidia A100 has been increasing since December last year, and as of the first half of April this year, its cumulative price increase in the past five months has reached 37.5%; During the same period, the cumulative price increase of A800 reached 20.0%. At the same time, the delivery cycle of NVIDIA GPUs has also been extended. Previously, the delivery cycle was about one month, but now it usually takes three months or more. Even some new orders may not be delivered until December.
Server GPUs are mainly used for AI and high-performance computing. The rapid development of the artificial intelligence industry has brought strong demand for AI computing power, and AI servers have become the core support for the growth of the GPU market. According to the analysis of CITIC Construction Investment, the natural language big model represented by ChatGPT exhibits high intelligence, and the generative AI capability continues to break through into the auxiliary productivity stage. The demand for AI model computing power has reached a new level, bringing a significant driving effect on the server GPU market.
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