Nvidia's order reversed, and India became the big one?
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Nvidia is a global leader in artificial intelligence chips, and Chinese companies are heavily involved in the development of artificial intelligence and the promotion of big data models, all of which have brought billions of yuan in orders to Nvidia.
Nvidia did well in the Chinese market, but soon after the United States ordered a ban on the export of Nvidia chips to China.
Just because China can't do it doesn't mean other countries can't do it. What happened to Nvidia led Indian companies to order 1 billion yuan worth of AI chips from Nvidia, and Nvidia is focusing on the Chinese market, with India being the biggest beneficiary.
Nvidia suffered a chip ban.
NVIDIA is the world's leading chip manufacturer, and its artificial intelligence chips have played a vital role in the development of Chinese's artificial intelligence industry. Compared with ordinary AI chips on the market, NVIDIA's AI chips have outstanding advantages in computing power and energy efficiency ratio, and can train models quickly and efficiently.
This is important for training large-scale deep learning models. This also makes the United States pay more attention to Nvidia.
The U.S. often imposes restrictions on China's semiconductor industry, but these restrictions will also have a strong impact on Nvidia. Originally, Nvidia still had a large number of orders, but due to the ban, many customers canceled orders, and Chinese artificial intelligent chips will become Nvidia's main competitors.
In order to avoid losing the Chinese market, Nvidia has adopted an improved version of the chip strategy, and is expected to launch three newer chips in the second quarter, all based on the H100, with an 80% decrease in performance, but **unchanged.
This chip is not competitive in the market, and it can even be said that the Chinese have developed their own artificial intelligence chips. With this trend, Nvidia will certainly not have a good time, but now Nvidia has received 1 billion yuan in orders from the Indian market.
Has India become stupid?
According to Indian sources, Indian data center operator Yotta has purchased 160,000 H100 chips, scheduled to be delivered in July. This isn't the first time Yotta has bought AI chips from Nvidia: last year, it placed an order worth 500 million yuan, and this year it received another order worth 500 million yuan.
YOTTA is a very powerful data center company in India, and American companies such as Microsoft, Amazon, Google, etc. have invested a lot of data centers in India, making YOTTA a very potential market.
That's why Jota buys NVIDIA chips. The environment for doing business in the Indian market is terrible, and there is a lot of malice behind the big orders in India.
Deliver the order first, and then attract investment from foreign-funded enterprises, and when the time is ripe, cross the river and tear down the bridge. Xiaomi, Amazon, LIVE, these foreign giants, have received special conditions in India"Take care of", which is the best at first, but after that the treatment will get worse and worse.
Maybe India also wants Nvidia to open a factory in India and give it a $1 billion order. However, India has become the target of public criticism: Nvidia's core business is China, which is the world's largest chip market, and Nvidia has also courted China, even launching some special upgraded versions of chips to show its importance to China.
Clearly, limiting NVIDIA's billions of dollars is no easy task.
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