Nvidia has been severely affected by U.S. sanctions
By 2023, Nvidia will be the most profitable company in the world.
The H100 and A100 are especially popular with the world's largest enterprises. As a result, Nvidia has become the largest company in the world by market capitalization and is expected to grow by 300% by 2023.
The Chinese market accounts for about 20% of Nvidia's total revenue, while Nvidia's share of China's data center market is 20% to 25%. China has vigorously developed artificial intelligence in recent years and is engaged in a large-scale artificial intelligence war, and with the rise of artificial intelligence technology, a large number of GPU chips are needed.
Nvidia's H100 and A100 simply don't sell, and even the H800 and A800 don't have enough money.
By 2023, Chinese mainland companies will receive at least 7 billion yuan in orders from NVIDIA.
However, it wasn't until October that the United States banned the sale of chips such as H800 and A800 in an attempt to stop China's AI development.
Eventually, Nvidia was forced to decide to cancel the HGXH20, GPLul20, and L2 AI chips in order to comply with the ban in the United States.
However, due to the restrictions on chips in the United States, Nvidia's products have also been greatly affected, and the best HGX is only 20% of the H20 and 20% of the H100.
What are Chinese consumers more about? The rise of Huawei's AI chips has led many Chinese companies to buy Huawei AI chips instead of Nvidia's chips.
According to KDDI, Huawei's AI chips will be compared to NVIDIA's A100 and Huawei's flagship, which will number more than 5,000 pieces.
While companies like Alibaba are developing their own AI chips to replace Nvidia's products, which work only 80% efficiently, Chinese consumers have no choice because they don't want to be deceived.
Nvidia has long foreseen this situation and has repeatedly asked the United States to stop sending artificial intelligence chips to China, because China is fully capable of developing artificial intelligence chips on its own, which makes it almost impossible for American companies to get their hands on artificial intelligence chips.
Obviously, Nvidia has fallen into the trap of the United States, when Chinese artificial intelligence technology develops to replace Nvidia's chips, Nvidia will no longer have a say, which means that Nvidia will lose tens of billions of dollars in the market.