The United States suppressed NVIDIA and accelerated the substitution process of domestic artificial intelligence chips, and many of the United States chips were affected!
Since last year, the United States has prevented Nvidia from exporting AI chips to China, and even the A800 and H800 chips that were previously customized for the Chinese market are not allowed to be sold, which provides an opportunity for Chinese AI chips to replace American chips.
Driven by the demand for Nvidia chips, Nvidia is also rising, chip sales and market value have achieved extreme speed**, Nvidia has surpassed Intel, TSMC and other companies to become the world's largest chip company, with a market value of more than one trillion yuan.
With the rise of artificial intelligence, Chinese companies are also buying Nvidia's chips on a large scale. In the second half of last year, a number of Chinese Internet companies ordered up to 5 billion yuan of chips from Nvidia, and it is estimated that through the implementation of these orders, the Chinese market could bring Nvidia 10 billion yuan in revenue.
However, the United States further tightened the ban on Nvidia in October last year, restricting Nvidia from selling high-end chips in China, which made Nvidia quite helpless. Nvidia said that the customized A800 chip H800 could not be shipped to China, and could only be further emasculated in performance, and launched the H20 chip for the Chinese market, it is said that the H20 chip is more castrated than the ordinary chip, and it is said that the efficiency of the H20 chip is 80% higher than that of the ordinary chip, but it has not been reduced, which makes Chinese companies very dissatisfied.
In the absence of a choice, Chinese companies began to use a large number of domestic AI chips, it is reported that several domestic companies have adopted domestic AI chips, these domestic AI chips are not inferior to Nvidia's A100 in terms of performance, of course, much more powerful than H20, which makes several domestic companies quite satisfied, but the consequences of the results have exceeded the expectations of the United States, driven by domestic AI chips, domestic server chips have also received more purchase orders.
Industry insiders make it clear that NVIDIA's GPU chips are mainly used for AI training and inference, and in addition to AI chips, Intel and AMD's server chips are also needed to provide data support, and the two need to cooperate with each other, and Intel and AMD's server chips have dominated the Chinese market.
In the AI chip and server chip market, the ecology is very important, and Intel, AMD's x86 ecosystem and NVIDIA's CUDA ecosystem are the main obstacles to China's chip substitution. Previously, Chinese companies were reluctant to break through these barriers to rebuild the ecosystem and completely abandon Intel, AMD and Nvidia chips, however, due to the influence of the United States, Chinese companies had to start accelerating the replacement of domestic chips with AI chips.
This provides an opportunity for Chinese tablet computers to break the American tablet ecology, in the server tablet market, in fact, national enterprises have to use the national server system to replace the American Windows system, etc., and now plus the national AI tablet ecology, the two can be more perfectly combined, forming China's own tablet ecology, so that you can avoid the impact of the American tablet ecology.
In particular, Chinese technology companies offer their own AI chips, server chips and server operating systems. In the case that the impact of the US chip ecosystem on Chinese companies will be further weakened, the use of this national chip company's solution can completely solve the ecological problem.
Nvidia founder and Huang Jenxun once said that the United States' restrictions on China's sales of chips may lead to the permanent loss of American chips in the Chinese market and accelerate the development of Chinese chips, and today's reality seems to confirm his expectations, and even the impact is greater than he expected, after all, China's accelerated replacement of domestic chips is not only limited to AI chips, but also the full replacement of domestic chips with imported chips, affecting the interests of many American chip companies.