As the dominant player in the global AI chip market, Nvidia has a market share of about 90%. This share has allowed Nvidia to gain huge benefits in the AI trend, especially its AI accelerator cards such as H100, A100 and H200 are in short supply worldwide. However, due to U.S. sanctions on Chinese companies such as Huawei, Nvidia was forced to stop selling its China-specific versions of H800 and A800 chips. In the face of such external environmental pressure, many domestic GPU chip manufacturers are actively making breakthroughs and innovations, hoping to replace NVIDIA's AI chips. Domestic AI manufacturers have also purchased domestic AI chips. Huawei, as one of the outstanding enterprises, enjoys a high reputation in the industry for its Ascend chips, and iFLYTEK even said that Huawei's AI chips are comparable to NVIDIA's A100 chips. Not long ago, there was a rush to buy Huawei's AI chips in China, and companies such as 360 and Tencent have said that they have purchased Huawei's AI chips, because Nvidia's AI chips cannot be bought, but the demand cannot be reduced, so they can only choose Huawei's alternatives. Nvidia has also said that U.S. sanctions may make U.S. companies lose the Chinese market forever, because there are companies such as Huawei in the Chinese market that can stand up. Recently, however, Nvidia's Jensen Huang made a statement that China could find ways to acquire the technology or "incentivize" domestic chipmakers, but that Nvidia still has a decade ahead of Chinese companies like Huawei. Is this true?
First of all, the background of Huang's remarks should be considered that he made the above speech at the New York Times dealbook conference, facing the United States and political circles. As a representative of an American company, Huang will certainly say something on such occasions to accommodate American political needs. While Huang claims that Nvidia is a decade ahead of Chinese companies such as Huawei, this statement contradicts previous statements by Nvidia.
However, the reality is that although Nvidia may not be ahead for a decade, there is still a gap between domestic AI chip companies such as Huawei and Nvidia. This requires domestic chip companies to continue to work hard and develop in a low-key manner in order to catch up with or even surpass NVIDIA. Therefore, we cannot boil too soon, and we need to continue to work hard.
The domestic AI chip companies represented by Huawei have made significant progress in the past few years. Huawei's Ascend chip has a high reputation and market influence in the AI field, and is completely comparable to NVIDIA's A100 chip. This is the result of Huawei's continuous investment and focus on technological improvement over the past few years. Today, we can see that Huawei has become one of the leading AI chip companies in China, and its R&D and innovation in the field of AI chips have led the development of the domestic market.
In addition to Huawei, there are many other domestic AI chip companies that are also actively catching up with NVIDIA. Domestic chip manufacturers have increased their investment in AI chip research and development, trying to surpass foreign companies. These companies have excellent R&D teams and advanced production technology, which can continuously bring innovative products and solutions.
In the past few years, domestic enterprises and research institutions have also strengthened cooperation with universities and research institutions. This cooperation promotes the exchange of technology and innovative cooperation, and provides a solid foundation for the development of domestic AI chips. At the same time, a series of supporting policies have also been introduced to encourage and promote the development of the domestic chip industry.
Although domestic AI chip companies have made important progress in development, they still face some challenges and gaps compared with NVIDIA. First of all, NVIDIA has many years of experience and technical reserves in the field of AI chips, and has accumulated rich market experience and reputation. Secondly, Nvidia has a wide range of market penetration and brand recognition around the world, which gives it a huge competitive advantage.
In order to catch up with and surpass NVIDIA, domestic AI chip companies need to further increase technology research and development. Only through continuous innovation and technological improvement can we occupy a more competitive position in the AI chip market and even the entire AI industry chain. At the same time, domestic enterprises should also strengthen cooperation with universities and scientific research institutions to jointly promote technological innovation and talent training. In addition, more support policies need to be introduced to provide a better development environment and opportunities for domestic AI chip companies.
To sum up, NVIDIA, as a leader in the field of AI chips, has achieved great success in the competition for global market share. However, domestic AI chip companies, especially Huawei, are also catching up and have made remarkable achievements in technological innovation and market expansion. In the face of Nvidia's Huang Jenxun's remarks, we must be hospitable and not overly optimistic, but we should not underestimate the potential of domestic companies. Only by continuing to work hard and strengthening cooperation can we achieve better development in the field of AI chips and move forward in tandem with leading international enterprises.