GuShiio.com ① Several Nvidia chip dealers have been actively selling H20 chips since last week;
②DeepSeek has driven market demand for low-cost deployment models, exported compliance, and H20 chips suitable for fine-tuning and reasoning tasks have become a hot spot in the market;
③ Among the major Internet companies, Byte, Alibaba and Tencent are still purchasing large quantities of H20 this year. They will directly negotiate procurement costs with chip and component factories.
“Science and Technology Innovation Board Daily” March 1 (Reporter Zhang Yangyang)“The H20 141G complete machine arrived in mid-March, with a short delivery period, so we can discuss the price with actual orders.”
“DeepSeekAI full-blood version large model, high cost performance, a large number of NVIDIA H20sxm141GB versions”
After a break during the Spring Festival, Master Wang (pseudonym) in Beijing has recently gotten busy. Since last week, he has been “actively operating” in the WeChat circle of friends, and the content he publishes is basically related to AI chips. Recently, his “business” focus is on H20.
In Master Wang’s words,”Thanks to DeepSeek”, it is now possible to deploy AI models with good results at low cost, and the computing power requirements are not so high, which has driven the demand for H20 chips.
Master Wang is a distributor of NVIDIA chips. From the early high-performance A100/A800/H100/H800 to the later H20 that focused on reasoning, Master Wang’s key products have also changed as the market warms and warms.
You know, for a long time since the H20 was launched, this chip has been in a state of not selling well.
As Nvidia’s “special version” product in the China market in response to U.S. export controls, the H20 chip has been questioned by the market since its launch because its computing power is much lower than that of H100 and H800 chips. In addition, in the face of product competition from local AI chip suppliers such as Huawei, the competitiveness of the H20 has also been weakened. But with the DeepSeek model’s low-cost and high-effect technical route, even the “castrated” H20 is now a hot potato.
“The H20 can already support fine-tuning and reasoning tasks of models. The DeepSeek version still uses the H20 for reasoning with the best performance and has an advantage in price.” A server manufacturer told the “Science and Technology Innovation Board Daily” reporter,”We have also tested the H20 and its performance for training is acceptable.”
The above-mentioned server manufacturer told the “Science and Technology Innovation Board Daily” reporter that among the major Internet companies, Byte, Alibaba and Tencent are still purchasing large quantities of H20 this year.”These Internet manufacturers are directly negotiating procurement costs with chip and component factories., a batch of thousands of units.”
Similar to Master Wang, there is Yu Gang (pseudonym), a Nvidia chip distributor in Guangdong. He started promoting and selling H20 modules/complete machines in his circle of friends this week. Compared with other dealers, Yu Gang emphasized that his products are “in stock” and “in large quantities”. Master Yu said that he can undertake even the purchasing needs of major Internet companies.
According to the quotation given by Master Wang, the 141G version of the H20 complete machine will be priced at 1.2 million yuan including tax, and the 96G version will be priced at 970,000 yuan including tax.
Although market demand is growing, at least it will not be sluggish like last year, dealers holding H20 are not sitting back and relax.
At present, Master Wang and Yu Gang are mainly found by small businesses and even professional individual customers. Although they made a high-profile announcement in their circle of friends, they actually required customers to pay a certain amount of deposit before starting the transfer of goods.
“H20 consults a lot of people now, but the actual transaction still requires a long decision-making cycle.” Not to mention, customers have to shop around. Therefore, when he was doing business in the circle of friends, Master Wang specifically emphasized “real orders”. If there was no actual purchase demand, he felt that chatting too much would take time.
