Recently, the AI chip market has seen some significant changes. The supply cycle of NVIDIA H100 GPU has shortened, and some companies have begun to resell inventory, which indicates that the market supply and demand relationship is adjusting. However, the demand for AI chips remains strong, especially in the field of large-scale language model training, and the imbalance between supply and demand still exists.
According to reports, the Nvidia H100 GPU supply cycle has been significantly shortened to 3-4 months, causing some companies to start reselling excess processors. Despite improvements in supply, demand for AI chips still outstrips supply, especially from companies that train large language models. Cloud service providers provide rental services to alleviate demand pressure, but there are still supply bottlenecks. Companies are paying more attention to price and procurement rationality, and the AI field may usher in a balanced market structure.The improvement of the Nvidia H100 GPU supply chain and the intervention of cloud service providers have alleviated the shortage of AI chips to a certain extent. However, continued high demand and potential supply bottlenecks indicate that competition in the AI chip market will remain fierce, the market structure will be more balanced in the future, and price and procurement strategies will become the focus of enterprises.