From the perspective of the global market, in the field of AI chips, NVIDIA occupies about 90% of the market share with its excellent technology and product advantages, and has become a leading enterprise in this field. In particular, its H100, A100, H200 and other AI accelerator cards have been greatly popular around the world, and the market is in short supply. However, due to the U.S. sanctions policy against China, Nvidia no longer supplies the previous China-specific H800 and A800 products to the Chinese market, which is undoubtedly a major blow to the Chinese market.
In response to this situation, many domestic GPU chip manufacturers are increasing their research and development efforts, hoping to replace NVIDIA's AI chips, and domestic AI manufacturers have also begun to purchase domestic AI chips. Among them, Huawei is the most outstanding company, and its self-developed Ascend chips have a high reputation in the industry, and some people even call them comparable to Nvidia's A100. In addition, some large Internet companies such as 360 and Tencent have also said that they have purchased Huawei's AI chips, because NVIDIA's products are tight and the market demand cannot be reduced, so they have to find alternatives.
However, just when all parties were talking about whether China's AI chip companies could catch up with Nvidia, Nvidia's CEO Jensen Huang made controversial remarks, saying that although China can obtain the corresponding technology or incentivize domestic chipmakers through some way, Nvidia is still a decade ahead of Chinese companies such as Huawei. There is a certain contradiction between this statement and Nvidia's previous statement. However, a closer look at the remarks reveals that Huang made the remarks at the New York Times dealbook conference, and that he was facing the U.S. and political circles, so it was inevitable that he would have to make some gestures to protect the image and interests of the U.S. companies he worked for.
That seems to explain why Huang made the "10 years ahead" statement. In the face of the United States and political circles, as a representative of an American company, you must give the other party a certain amount of face and confidence. However, this does not mean that Nvidia can really lead by ten years, after all, there is still a gap between domestic AI chip companies, including Huawei, and Nvidia, and it takes continuous efforts and low-key development to catch up with or even surpass Nvidia. Therefore, let's stay calm and don't boil too much for the time being.
Although Huang's remarks have dealt a certain blow to domestic AI chip companies to some extent, this does not deny the progress and achievements made by domestic AI chip companies. In particular, as a world-renowned company, Huawei's technical strength in the field of AI chips has been highly recognized. Huawei's Ascend chip series is undoubtedly a banner for domestic AI chip companies, and its outstanding performance in terms of performance and power consumption is eye-catching.
In addition, there are other AI chip companies in China that are actively rising, such as UNISOC and Cambrian. These companies are committed to developing high-performance and highly integrated AI chips to meet the market demand for AI technology applications. At the same time, they are also aware of the gap between themselves and international giants such as NVIDIA, and are increasing R&D investment to improve their technological level and competitiveness.
For domestic AI chip companies, it is not an easy task to catch up with and surpass NVIDIA, and it requires long-term continuous efforts and innovation. In the long run, domestic AI chip companies should combine their own development direction, pay attention to technological innovation and intellectual property protection, strengthen the combination of production, education, research and application, cultivate outstanding talents, and form their own unique technology and product advantages to achieve true independence and control.
Competition in the field of AI chips is fierce, and NVIDIA, as the world's leading AI chip company, has always occupied a dominant position. However, domestic AI chip companies have also made certain achievements on the road of catching up and surpassing through continuous efforts and innovation. Although Huang said that NVIDIA will still lead by ten years, we cannot give up hope, and domestic AI chip companies should strengthen their confidence, bravely face challenges, accelerate their own development pace, and strive to be able to truly achieve equality with international giants in the field of AI chips in the near future.
At the same time, we should also see that the development and progress of AI chip technology requires the extensive participation and support of the whole society. **Support and guidance for the AI chip industry should be increased to provide a good policy environment and market opportunities for enterprises. In addition, the close cooperation between industry, academia, research and application is also an important driving force to promote the innovation and application of AI chip technology. Only through the joint efforts of all parties can we truly realize the healthy and sustainable development of the AI chip industry and provide strong support for the application and implementation of artificial intelligence technology.