Huawei's AI chip has attracted attention, and Nvidia executives have visited China to show goodwill!
Some time ago, according to **, Nvidia CEO Jensen Huang visited China, visited Nvidia's three offices in Beijing, Shanghai and Shenzhen, and attended the annual meeting in China.
At the shareholders' meeting, Huang held a first-class event for employees, and what was even more interesting was that he also put on a cotton vest from the Northeast and sang a song about rice cultivation with songs and dances, which surprised everyone.
Why is Huang Jianxiang so desperate? In my opinion, there are at least two reasons:
Nvidia Lao Huang is in a good mood and performs well.
In 2023, artificial intelligence will become a big model, and behind the big AI model will be big GPU chips. As the world's most optimistic GPU manufacturer, in this wave of wealth, NVIDIA will definitely do the right thing.
In 2023, Nvidia's earnings increased by 200% and its market capitalization increased by 1 trillion yuan, an increase of 400%. Nvidia does make a lot of money, and the old naughty boy is certainly in the mood to dance.
2. The Chinese market is very sensitive and special, and Lao Huang should go to the Chinese market to express goodwill.
As of now, the Chinese market accounts for about 20%-25% of NXP's sales, but with the popularity of artificial intelligence, NXP will receive more than 7 billion yuan of AI chip orders in the Chinese market every year.
However, according to the ban in the United States, the NVIDIA A100 and H100 could not be sold, coupled with castrated versions such as the H800 and A800, NVIDIA then had to castrate the H20 series, and the performance of such chips was greatly reduced and customers no longer bought them, and NVIDIA was under great pressure.
However, it is worth noting that Huawei's AI chips are becoming increasingly important in the Chinese market. At present, many Chinese companies are using Huawei's artificial intelligence chip, Huawei Ascend, and some companies even claim that the performance of Huawei's artificial intelligence chip has reached the standard NVIDIA A100.
It has also been reported that Huawei's latest Ascend 910B has surpassed 5,000 pre-orders. As a result, many Chinese manufacturers are planning to stop buying Nvidia's AI chips in favor of Huawei's products.
For Nvidia, this is a significant loss. Because losing a Chinese customer would mean losing about 20% of your revenue, or a market worth 10 billion yuan.
Therefore, Huang Jinshun came to China and the Chinese employees to celebrate the convening of the shareholders' meeting, on the one hand, to appease these employees, and on the other hand, to express his goodwill to the Chinese market, because the people of Northeast China wear big cotton jackets.
However, whether the situation in the Chinese market can be stabilized, whether it can cope with the Northeast without cotton clothes, the key is to speak with the product, if it can only become a castrated version of the low-end chip, it is estimated that people will not buy it again, and NVIDIA's Chinese business will be the United States is likely to become the United States"Chip ban"of the victims.