As we all know, Nvidia recently released a world-class AI chip, which directly increased the GPT computing power by 30 times compared to open AI, and reduced the cost and energy consumption by 25 times, which seems to have directly rewritten the process of the AI industry. And the annual meeting held by this company is also known as the Spring Festival Gala in the AI industry in the industry. But why did such a great company recently set its sights on Huawei, listing Huawei as its biggest competitor?
According to media reports last month, the US chip giant Nvidia identified Huawei as its "biggest competitor" for the first time in a filing with the US Securities and Exchange Commission. Of course, other competitors include Intel, Supermicro, Broadcom, Qualcomm, Amazon and Microsoft in the United States.
The problem is that the United States has been suppressing Huawei, forcing Huawei to give up the high-end market to Apple, and a series of sanctions have made Huawei once starved of water and food, and its own chips are not enough, how can it become Nvidia's biggest competitor?
That's right, a few years ago, just as Huawei was heading towards the wind and was about to lead smartphones into the 5G era, Lao Mei suddenly launched various containment and interception around 7nm and 5nm chips with more cutting-edge processes, which made Huawei's mobile phones, which had surpassed Apple's global sales slump, suddenly fell sharply, and it was difficult to protect even the mid-range market, let alone improve the end market. As a last resort, Huawei also reluctantly separated its son Glory mobile phone. And then what everyone sees is that Apple has not had much actual innovation for so many years, and has been eating its old book, but its stock price has soared all the way.
But what the Americans didn't expect was that Huawei's strength could not be suppressed after all, and it finally stabilized its position with difficulty, and there was a tendency for the Jedi to rebound.
On the one hand, Huawei made full use of its comprehensive strength in the domestic market and took advantage of the opportunity of the United States to ban the sale of high-end chips to China, successfully filling the gap of NVIDIA in the domestic market. In October 2022, the United States issued a ban restricting the sale of Nvidia's A100 and H100 AI chips to China, but in order to bypass this restriction, Nvidia customized the A800 and H800 models specifically for China, but not long after, the United States added these two models to the restriction list. Even if AMD later supplied China with a castrated version of the AI chip, the United States still felt that it was too advanced, and did not hesitate to pull into the restricted list again.
At this time, domestic corporate giants, such as Baidu, ByteDance, and iFLYTEK, could not buy chips at all because of the ban in the United States, and in this critical situation, Huawei was also a blessing in disguise.
It's not that the mainland can't make chips, but it can't make chips with smaller sizes. You must know that in 2019, on the ranking list of the world's top five supercomputer companies, Chinese companies accounted for two, they are Taihu Light and Tianhe-2, and in the list of the top 500, we account for 228, nearly half of the world. The chips of these supercomputers are completely developed in-house, but due to the large size of supercomputer chips and the high production cost, we do not have an advantage in the fiercely competitive commercial market.
And at this point, something is better than nothing. Huawei is seizing this opportunity, on the one hand, it continues to seek breakthroughs in small-size chips, and on the other hand, it is looking for a way out in large-size chips. The Kirin 9100 chip, which was developed not long ago, is said to be close to 4nm technology. In addition, Huawei's Ascend series of AI chips, especially the Ascend 910B, is regarded by the industry as a replacement for the A100 chip launched by NVIDIA three years ago in China. And it is precisely because of the huge domestic demand for Huawei's support that Huawei's R&D costs are getting lower and lower. We have reason to believe that in time, Huawei's replacement chips will be sold to a larger global market. So this is a big threat to NVIDIA.
According to data, in 2023, Baidu will order 1,600 Huawei 910B chips from Huawei.
On the other hand, the documents submitted by Nvidia to the US Securities and Exchange Commission say that Huawei is its biggest competitor in the world, which is actually equivalent to reminding the United States: Look, you didn't let me sell chips to China, but now Huawei has taken advantage of it. As the saying goes, a crying child has milk to eat, and this Huang Jenxun's head is also bright enough.
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