Recently, it was reported that Nvidia's planned launch of "China's special AI chips" has been postponed. According to reports, the timing and specifics of the launch of the strongest chip, the H20, are uncertain. The main reason for this postponement is that with the development of the Chinese market, the competitive pressure faced by Nvidia has become more serious.
Huawei's AI chips have become the favored object of many customers, and domestic first- and second-tier Internet manufacturers are increasing their procurement of domestic alternatives such as Huawei AI chips. Although Huawei's AI chips still need to be improved in terms of ecosystem construction and performance, major manufacturers have said that they have purchased Huawei's AI chips. This phenomenon shows that the Chinese market has changed significantly and is no longer as satisfactory as Nvidia envisioned.
Nvidia's "China-specific AI chips" are positioned to replace the banned H100 and A100 chips, but the question is whether the chip, whose performance has been cut by 80%, will appeal to Chinese customers. According to industry insiders' tests, Huawei's Ascend 910B is about 0.0 of the Nvidia A100's performance when using the open-source model8-1.2 times. In this case, Nvidia needs to observe the market situation and decide whether to launch this special version of the chip. In addition, Nvidia may adjust the chip, because it is difficult to attract customers with a special version of the chip in the case of not being able to occupy an advantage in terms of performance and **.
However, if AI chips are shipped on a large scale, Huawei's wafer production capacity will face a tight situation, because chip production capacity will crowd out the output of mobile phone SoC chips. This will have an impact on Huawei's mobile phone business, especially for models such as the Mate60. How to deal with this problem becomes the key.
From the perspective of the entire industry, the competition in the artificial intelligence chip market is fierce, and major manufacturers are trying their best to seize market share. Although there is still room for improvement in Huawei's AI chips, its gradual emergence cannot be ignored. In contrast, Nvidia's challenges are more daunting. The launch of the special version of the AI chip not only has to face the competition of performance and excellence, but also considers the impact on Huawei's mobile phone business. At this critical juncture, NVIDIA needs to re-evaluate its strategy and strengthen product development and innovation to remain competitive in the Chinese market.
In the context of the rapid development of the artificial intelligence chip market, the demand of the Chinese market is also showing a growing trend. Manufacturers are racing to launch innovative products to meet market demand, which also provides consumers with more choices. The rise of Huawei's AI chips is not only an impact on foreign manufacturers such as NVIDIA, but also a reflection of the strength of China's technology industry.
Overall, with the continuous development of the Chinese market, Huawei's AI chips are gradually recognized and favored by customers, while NVIDIA is facing increased competitive pressure. In this case, NVIDIA needs to re-examine its market positioning and product strategy, and strengthen its R&D and innovation capabilities to maintain its competitiveness and share in the Chinese market. At the same time, Huawei, as a Chinese brand, should continue to increase investment and innovation in the field of AI chips to continue to lead the development of China's technology industry.