With the artificial intelligence boom brought about by ChatGPT, it is undoubtedly the American giant Nvidia that has been providing AI chips. Coincidentally, the founder of Nvidia is still a Chinese-American. Dressed in black leather and nicknamed the "leather-clad swordsman" of the tech industry, Huang is the first Chinese entrepreneur in history to be worth a trillion dollars and remains firmly in the position of CEO of Nvidia.
But recently, this momentary master who was ahead of the times was also worried, and poured bitter water on **. What are you worried about?is not the 80-year-old ** Biden on the top of his head, in order to suppress Chinese technology, he was stunned to involve Nvidia, which had lived a comfortable life.
Huang Jenxun's "first worry": After the US AI chip ban was made in Huawei's 7nm Kirin chip, the White House looked left and right, Biden weighed and weighed it in his hand, but he still couldn't see any way, and all the investigation reports looked confused!But all in all, in short, everyone can see that the US chip ban on China has indeed suffered a major setback. And this time, the 80-year-old Biden turned his brain quickly, and quickly found a new bargaining chip to fight China: artificial intelligence chips!
With the development of artificial intelligence in full swing, artificial intelligence models in China and the United States now need high-quality AI chips to ensure the speed and quality of their development. Biden's new ban not only restricts Nvidia to the Chinese market**, but also prohibits the Middle East region with a slight foot. Because Biden is too scared and worried that AI chips will be lost to China from the Middle East!With the Huwei sanctioned by US chips, Nvidia lost the profit pillar of the entire Chinese market and watched itself be replaced by Huawei's chips.
Huang Jenxun's "second worry": The U.S. undermines the global industrial chainHuang said in an interview that there are 35,000 parts and components in the NVIDIA system, from leading companies around the world. Although the United States has been promoting the reconstruction of chip manufacturing capacity in recent years, and building the corresponding ** chain, and finally achieving the independence of the ** chain.
But Huang said that it can be pulled down, what about pure?Oh no, he said: it's hard to do, especially in a year or two, it's going to take 10 to 20 years. As we all know, the reason why the United States is committed to suppressing China's scientific and technological development is not only because it is afraid that we will break the middle-income trap, but also because it wants to withdraw chip production capacity from the world to the United States.
But many people in the American industry have seen it: impossible, absolutely impossible!Huang Jenxun set the tone: Continue to develop chips for China, and look for dragons and tigers, and look for crickets. The Biden team pretended not to understand that the global market structure has its own market laws hidden in it. In the past, chip production capacity was transferred to China precisely because China has a fairly complete infrastructure and China is also the world's largest consumer market for technology products.
Huang Jenxun has made it clear that the mainland is the world's largest chip market, and NVIDIA will continue to work on the mainland and is currently developing a special version of the chip for the mainland market. Huang also said that the restrictions imposed by the United States will only further stimulate the mainland's determination to develop its own semiconductor industry. And there are currently dozens of companies in the mainland that are developing technologies that compete with Nvidia's products, so how can Nvidia not be flustered?