After Chinese enterprises support Huawei chips, the price of castrated chips will be increased to seize the domestic market!
We don't want to adopt the weakened NVIDIA chip for three reasons: we are afraid of being limited again; The national kernel is replaceable; Its effectiveness has been incredibly reduced.
That's why Nvidia bets on the Chinese market, believing that their products are unpopular. "Since there is a problem with NVIDIA's CPU, then the domestic CPU must follow up, and the Teng 910 B is one of the B solutions.
In addition, KDDI's premiums also openly maintain Huawei's Core processors. They make it clear that the 910 B is comparable in performance to NVIDIA's A100 standard processors.
Frankly speaking, we are pleased that domestic chips have made such great progress, and at the same time, it also provides a rare opportunity for Nvidia's development in China. However, we are not happy about this, as some companies have already started to adopt H20 processors from Nvidia.
According to the data, this chip is improved on the basis of H100, and the computing power is slightly inferior to that of H100 and the previous generation A800 system. However, some new features have been added to the LLM that allow it to run at a 20% faster rate than the H100. In short, the mathematically manipulated has been emasculated, but improved in other areas. This processor is the most powerful of the three processors currently available.
However, many believe that the reason for the adoption of this processor by Chinese companies is that it has a better price/performance ratio compared to the Huawei 910 b processor. It is reported that the H20 will be between 8,000 and 10,000, and the 910 B will be sold for about 12,000 yuan. On the surface, it seems quite reasonable, because the chips sold to us by the United States have to pay tariffs, and even if they are sold to the lowest, they are much cheaper than Huawei.
But is that really the case?
According to people familiar with the matter, in the first quarter of this year, a small number of H20 mobile phone shipments, many dealers are raising prices, and the ** of some channels has reached 110,000. In other words, it's about the same as the processor of the Huawei 910B. However, they can still rely on low-end products, or raise prices, to occupy the mainstream market in China.
Actually, such a scene is really hilarious.
What is he laughing at? They occupy the market with castrated currencies and then sell them to others. This means that in Scheme B, other people's tokens will yield more.
Some industry experts commented on NVIDIA's processors, saying that it is almost impossible for them to overtake NVIDIA now, after all, they have too many competitors. With their capabilities, it is quite difficult to completely replace domestic chips. However, this has been gradually shortened, and it is a good thing that NVIDIA can continue to survive in this situation.
We can't ignore Nvidia's products, but we need to realize how good Nvidia's products are. To put it mildly, even chips with reduced performance can sell very high, can we say that the core of our country is stronger than NVIDIA? Don't deceive yourself, I don't think you believe it at all.
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