First, the chip ban has been completely lifted!
On the other hand, the U.S. Secretary of Commerce has changed his tune: from a comprehensive ban to a high-level ban. He said Nvidia "can, will and must give China AI chips, because most AI chips will be used for commercial purposes." "But the sale of the most complex chips is prohibited. AI chips with the highest processing power.
Some netizens said that it is no wonder that Cambrian is **large**, and then began to worry that domestic substitution will be affected. Strategically, domestic substitution is unstoppable, but tactically it is quite torturous, put on the **, such an understanding is likely to be: even if you are optimistic about the future of a certain industry or sector, you should also pay attention to the trend of the industry. In the short term, even in the future, everything in this process is n-word continuous.
2. **Economic Work Conference: Coordinate and resolve real estate and local debts.
Risks such as small and medium-sized financial institutions, real estate, local debt, and risks of small and medium-sized financial institutions are included in the focus of 2023, and these risks have been basically eliminated, have begun to be implemented, and are expected to be completed next year, which will have a significant role in promoting the national economy.
3. Data from the Civil Aviation Administration: The penetration rate of new energy vehicles is expected to exceed 40% next year
Here I have to tell you that the penetration rate of new energy vehicles is very high, which is a good thing for the new energy vehicle industry. However, this does not mean that new energy vehicles will rise, because there is currently overcapacity of new energy vehicles.
Fourth, in the news, Microsoft lowered its expectations for H100 next year, including handing over some orders to AMD, on the one hand, Microsoft needs new options like AMD, and at the same time, Nvidia also has a more cost-effective B100.
Next year, so it's normal to lower your expectations for the H100. Because Nvidia's supply can't keep up, and the upstream giants in the industry don't want Nvidia to dominate.
In addition, there is news that Google's new OCS technology will reduce the use of optical modules. From the perspective of the usage of 800G optical modules, the number of 800G optical modules corresponding to Google's new TPUv5P is about 1:15-1:2, the number of 800G optical modules corresponding to NVIDIA H100 is about 1:15-1:2。
The recent changes in the CPO industry mainly reflect the lack of production capacity and possible structural changes in supply of NVIDIA, as well as the structural changes brought about by the rise of Google, the supremacy of OpenAI in the past. But the general trend of the industry has not changed. More competition will accelerate the iteration of technology and the interpretation of trends.