[Global Network Technology Comprehensive Report] June 2 news, according to foreign media reports, due to the recent wave of artificial intelligence large language models, Google and other companies are accelerating the development and application of related or similar technologies, which has also increased Increased demand for related server chips.
People also revealed that Nvidia A100, A800, H100 and other artificial intelligence server processors have been in short supply, but Google, Microsoft and other cloud service providers will give priority to supply.
NVIDIA AI server processors are in short supply, and this can be seen from their increased orders. Relevant media reported last week that Nvidia's urgent order has pushed up the capacity utilization of TSMC's two major process families, 7/6nm and 5/4nm, and the production capacity of the 5/4nm process is close to saturation. Experts predict that a large number of orders for Nvidia's A100, A800, H100, and H800 are expected to last throughout this year.
In order to expand the market and increase production capacity, Nvidia CEO Huang Jenxun will also visit China in the near future and may meet with senior executives of Tencent, ByteDance, Li Auto, BYD and Xiaomi.
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