Nvidia increases the Indian market, and the people urge not to have illusions!
As we all know, Huawei's return to the ranks of high-end cars with the Kirin 9000 processor has thrown the entire American technology industry into turmoil. In order to curb China's technological development, the United States has increased chip exports, especially Nvidia's chip exports, and banned exports to China"Special Edition"Artificial intelligence chips.
Objectively speaking, in the wave of the chip war between China and the United States, the vast majority of semiconductor companies have suffered heavy losses, and Nvidia is one of the few companies that have made a lot of money by taking advantage of artificial intelligence. What's more, the company has become the world's largest semiconductor manufacturer with the help of artificial intelligence.
On the other hand, Nvidia also attaches great importance to exporting chips to the Chinese market. Nvidia's AI chips for Chinese companies will account for about 20% of the entire market share. So when Nvidia was taken by the United States**"Warning"Huang expressed strong dissatisfaction and said that China is the only market, and if it does not provide China's first AI chips, it will accelerate the development of domestic chip manufacturers. Nvidia clearly does not want to give up the Chinese market, which seems to coincide with the thinking of Chinese companies.
However, just when everyone was overwhelmed by Nvidia's courage, something strange happened. Nvidia's"Roadmap"It wasn't all smooth sailing. After learning that it could not provide advanced artificial intelligence chips to China, Nvidia quickly changed its strategy and began to enter the Indian market.
According to people familiar with the situation, Nvidia will receive another 500 million yuan in orders from India, including 160,000 AI chips, such as H100 and GH200. Nvidia signed a contract with YOTA for 500 million yuan, and now has received another 500 million yuan in orders, for a total of 1 billion yuan, including 3With 20,000 AI chips, it can be seen that India is the most important market for NVIDIA.
In addition to Yotta, Nvidia has also established partnerships with companies such as Reliance Industries and Tata to help Indian companies develop cloud computing platforms, generative AI programs and language models, which also means that Nvidia has a new market target outside of China. Jota said that India is because the Indian artificial intelligence market is expected to exceed 14 billion yuan by 2030, and it is a well-deserved global leading artificial intelligence market"Big meat"Will Nvidia let it go?
In fact, the chip war between China and the United States is not a good thing for American companies – as the saying goes, no profit can not be too early. The People** said that basic technology cannot be bought with money! If Chinese science and technology enterprises want to be independent, they must abandon all illusions and take their own road of scientific and technological research and development. Let him be arrogant, the bright moon shines on the river!
Whether it is the suppression of Chinese high-tech enterprises by Western countries or the sanctions, it is undoubtedly an incentive and a stimulus. If you want not to be bullied, you have to change yourself"Backward"Any praise and slander from abroad can not change the reality, only hard work, adhere to independent innovation, is the fundamental policy! I hope China's high-tech companies can understand this too!