The revolution will be led by artificial intelligence, and Ren Zhengfei firmly believes that 5G is only the beginning, and artificial intelligence is a broader blue ocean. Industry giants are optimistic about the potential of artificial intelligence.
ChatGPT has led an AI boom that has sparked widespread recognition of the potential of AI. The world's major technology giants have joined this field, resulting in the shortage of artificial intelligence chips, especially the Chinese market, which has almost become the most active market in the world.
The American giant NVIDIA has long laid out in the field of artificial intelligence chips and invested heavily in it. However, the AI chip market has been tepid. But now in this trend, NVIDIA has been banned by the US government from selling products to the Chinese market.
Huang Jenxun, the founder of NVIDIA, said bluntly: There is only one China in the world, and the Chinese market is irreplaceable. Recently, he reiterated that U.S. policies have led to a boom in GPU companies in China and mushrooming competitors. Asked about the impact on Nvidia, Huang expressed concern: "Now we are full of competitors.
Most of the revenue of these American giants comes from the Chinese market. For example, two-thirds of Qualcomm's revenue comes from China. Therefore, there are voices that believe that if Qualcomm is banned from selling products in China, it will have a devastating effect on the company.
Other American giants have the same concerns because, as Jensen Huang said, there is only one China in the world, and the Chinese market is indispensable. Moreover, in recent years, the mainland's independent research and development of chips has made great progress, last year imported chips decreased by nearly 100 billion, which allows American giants to see that the chips they once were proud of can also be independently developed, designed and manufactured in China at a lower cost.
So as China grows stronger, it's time to set the rules for America. Our market is open, but if someone wants to make trouble, they have to be ready to get out.
#Ganzhou Headlines##Ren Zhengfei##NVIDIA##How strong is NVIDIA's AI##Artificial Intelligence##chatGTP Artificial Intelligence #