Some people say that 2019 is the first year of 5G, and this year 5G technology was born and became the hottest thing that year. Huawei has also gained word of mouth and economic benefits with the world's largest 5G technology.
Four years have passed, and Huawei has changed from a leader in 5G mobile phones to a stickler in 4G mobile phones, and 5G is rarely discussed. This was followed by the rise of artificial intelligence, which replaced 5G as the hottest thing in 2023.
The rise of artificial intelligence has also led to the hot sales of AI chips, which has also made Nvidia, the world's No. 1 AI chip, make a lot of money. It is reported that in the context of the global shortage of AI chips, NVIDIA's market value once exceeded 1.2 trillion US dollars, becoming the world's most valuable chip company.
In fact, it is true that NVIDIA's AI chips are recognized by global artificial intelligence manufacturers, including domestic artificial intelligence manufacturers such as Tencent, Baidu, and 360, which have purchased NVIDIA's AI chips on a large scale, and even Huawei has purchased NVIDIA's AI chips on a considerable scale.
Nvidia is an American company, and even domestic artificial intelligence manufacturers rely so much on Nvidia's AI chips, not to mention the dependence of other artificial intelligence manufacturers around the world on Nvidia. With the chip demand of these artificial intelligence manufacturers, it is not surprising that Nvidia has a market value of more than $1.2 trillion.
What is annoying is that the United States does not want to see artificial intelligence manufacturers, including Huawei, obtain Nvidia's advanced AI chips, so the United States puts pressure on Nvidia to restrict Nvidia from supplying AI chips to Huawei and other artificial intelligence manufacturers.
Under the pressure of the United States, Nvidia was unable to provide Huawei and other Chinese companies with advanced A100 and H100 chips, but in order to stabilize the mainland market, Nvidia launched a special version of A800 and H800 chips.
Although the overall performance of A800 and H800 chips is far from being comparable to A100 and H100, for mainland artificial intelligence manufacturers, A800 and H800 are also chips with excellent performance, which can fully meet the needs of mainland artificial intelligence manufacturers.
I thought that the matter was over, but I didn't want Lao Mei to make a "moth". In this regard, some foreign media said: Nvidia finally compromised.
It is reported that U.S. Secretary of Commerce Raimondo said that discussions are underway with Nvidia to allow conditional sales of AI chips to China, but not to allow Nvidia to sell the most complex and highest-processing AI chips.
In this regard, Huang Jenxun, the head of Nvidia, said: Tell us the regulations, and we will cooperate.
For a long time, NVIDIA has attached great importance to the mainland market, after all, the mainland is the market with the largest demand for AI chips. Because of this, Nvidia has launched a special version of the A800 and H800 chips for the mainland market.
Maybe Huawei didn't expect that Lao Mei would be so harsh and suppress the mainland's artificial intelligence industry like this, leaving no way out. However, NVIDIA's statement this time also gave us two inspirations, which are worth reflecting on.
First, although Nvidia attaches great importance to the mainland market, this does not mean that we can trust Nvidia. For a long time, the mainland chip industry's ideology of "making is better than buying" has been deeply rooted in the hearts of the people, which has led to the restriction of mobile phone chips and PC chips in the mainland. Nowadays, we are still subject to NVIDIA in the field of AI chips, which is worthy of our vigilance.
Second, whether it is an individual or an enterprise, we should have the consumption concept of supporting domestic products and buy domestic AI chips as much as possible. At present, some of the computing power of Huawei's Ascend series AI chips is comparable to that of NVIDIA's low-end chips, and its performance can meet the needs of mainland AI manufacturers. It is reported that the Ascend series AI chips are compatible with more than 100 large AI models in mainland China and have the potential to replace NVIDIA's AI chips.
Write at the end
Although there is a huge demand for AI chips in the mainland, and Nvidia also attaches great importance to the mainland market, Nvidia has always been an American company and still has to obey the arrangement of the United States. Because of this, some foreign media said: Nvidia finally compromised. Therefore, it is better to rely on others than on oneself, and I hope that the mainland will have more technology companies like Huawei, so that the mainland can achieve breakthroughs in chip technology and no longer be controlled by others. #文章首发挑战赛#