Intel and Nvidia's "détente" actions
In the context of the escalating chip war between China and the United States, Intel and Nvidia have recently taken some actions that are regarded as "easing" signals, which have aroused widespread attention and interpretation from the outside world.
Intel plans to invest 30 billion euros in Magdeburg, Germany, to build two advanced chip factories. This is Intel's largest investment in Europe, with the factory expected to be operational in 2027 with an annual production capacity of 800,000 wafers. Intel CEO Pat Kilsinger said the investment is aimed at ensuring Europe's sovereignty and competitiveness in chip supply for decades to come.
People believe that Intel's move is to avoid the impact of the chip war between China and the United States. If Intel continues to expand its production capacity in the United States, it may be drawn into the whirlpool of technological confrontation between China and the United States. Building a factory in Europe can avoid this risk and ensure the diversification and security of the chip supply chain.
Nvidia announced that it will build a new AI data center in China for training AI systems such as large language models. This is seen as Nvidia's friendly signal to China and ease tensions between the two sides in the field of AI chips.
Nvidia said that the data center will use Nvidia's DGX system, which can greatly improve the efficiency of AI model training. Nvidia CEO Jensen Huang emphasized that China is one of the largest AI markets in the world, and Nvidia will continue to expand its investment in China.
Huawei's reaction
For these actions of Intel and Nvidia, Huawei, which has long suffered from US chip sanctions, welcomes it. Xu Zhijun, Huawei's rotating chairman, said in an interview that these measures will help alleviate the global chip shortage and are in the interest of all mankind.
Xu Zhijun pointed out that chips are the "bread and butter" of modern society, and the shortage will affect the development of all walks of life. The investments from Intel and Nvidia will help increase chip production capacity and ease supply chain pressures. He hopes that all countries can work together to ensure the openness and security of the chip industry chain.
Intel and Nvidia's actions are seen as likely to ease pressure on Huawei and give it a breather in terms of chip supply. The person pointed out that this is only a stopgap measure, and Huawei still needs to speed up the research and development of independent and controllable chips to reduce its dependence on foreign countries.
Temporary "ceasefire" in the chip war?
Although the actions of Intel and Nvidia have been interpreted as a signal to ease the situation of the chip war, most people believe that the chip war between China and the United States will be difficult to end in the short term, and the competition between the two sides in the field of key technologies will continue.
Former U.S. Secretary of State Henry Kissinger said in an interview that the competition between China and the United States in key technology fields such as chips has risen to a "new Cold War", and both sides are working for future dominance. He believes that even if there is some détente, the war will be a protracted contest.
Michael Schumann, an expert at the Atlantic Council, an American think tank, holds a similar view. "Intel and Nvidia's actions are just a strategic adjustment and don't mean the end of the chip wars," he said. The competition between China and the United States in cutting-edge fields such as artificial intelligence, 5G, and quantum computing will continue. ＂
Even as Intel and Nvidia took "détente" actions, the U.S. government has also continued to crack down on Chinese technology companies. The U.S. Department of Commerce recently added 32 Chinese entities to its "Entity List" for export controls, including some companies that do business with Huawei.
This shows that the U.S. sanctions on Huawei and Chinese technology companies have not been relaxed. Instead, the U.S. is further expanding sanctions to include more Chinese companies.
Although the actions of Intel and Nvidia may ease some tensions in some areas and time periods, in general, the chip war between China and the United States will still be a protracted contest, and the competition between the two sides in the field of key technologies will be difficult to stop in the short term.
Some recent actions taken by Intel and Nvidia have been interpreted as signals to ease the situation of the chip war between China and the United States, but it is widely believed that this is only a stopgap measure, and the competition between China and the United States in the field of key technologies will continue, and the chip war will be difficult to end in the short term.
Although Intel's construction of factories in Europe and Nvidia's construction of AI data centers in China may alleviate the global chip shortage to a certain extent and reduce the pressure on Chinese companies such as Huawei, the United States has not relaxed sanctions on Huawei and Chinese technology companies, but is expanding the scope of sanctions.
The chip war between China and the United States will continue to be a protracted contest, and the competition between the two sides in frontier fields such as artificial intelligence, 5G, and quantum computing will be difficult to stop in the short term, but it may ease some tension in some areas and time periods. The idea of this theme is similar to the title "Huawei laughs!" Intel Nvidia God Operation, Chip War Sudden Ceasefire? "Yes.