The American version of the GPU chip has been castrated, and the Chinese market no longer accepts it!
In 2023, Nvidia's most profitable company is none other than NVIDIA, because its AI model is so huge that its AI chips are about to burst.
In particular, large companies like H100 and A100 are very sought-after internationally, causing Nvidia to leap up, leap up, leap up, and jump up, with a market value of more than 100 billion, reaching 300%.
20% of NVIDIA's total revenue comes from China, and NVIDIA contributes 20-25% of all revenue in China, because China has been developing artificial intelligence for a few years ago, and when China AI fought monsters, thousands of models participated in the war and needed a lot of GPU chips.
Although the most powerful NVIDIA H100 and A100 are not on the market, only the weakened H800 and A800 are still in short supply, and many people are snapping them up.
Chinese mainland companies have signed contracts with NVIDIA for more than $7 billion by 2023.
But in October, when the U.S. stopped chips like the H800 and A800, things took a turn for the worse because they tried to hinder or delay China's development of AI technology.
Finally, Nvidia has been pushed to the limit, and in order to meet the restrictions in the United States, it also intends to downgrade three AI processors: HGS20, L20, L20, L2-GPU.
But because of the restrictions imposed on it by the United States, NVIDIA has also made a big cut to it, the most powerful HGXH20, its real power is only 20% of that of H100, which is equivalent to cutting it by 80%.
How will Chinese consumers buy these chips? This is also the reason why Huawei's "rising" AI chips have been very popular recently, and many Chinese companies are purchasing AI chips from Huawei to replace Nvidia's products.
According to KDDI, Huawei's AI processors can compete with Nokia's A100, while Huawei's most powerful processor, the Rising 910B, is expected to be produced in more than 5,000 units.
In addition, companies such as Alibaba have launched domestic AI chips to replace Nokia's products, and as a result, Nvidia has been cut by 80% in performance, but the price has not been reduced, making it difficult for Chinese consumers to make a choice.
In fact, Nvidia has been waiting for this news, because Nvidia has asked the US authorities to lift the ban more than once, and has repeatedly stated that they will not sell AI chips to China, but let China develop them themselves, and when the time comes, American companies will not have this opportunity.
Obviously, Nvidia is the biggest backer of the United States, and China's artificial intelligence technology is also steadily improving, and the market value of NVIDIA mentioned by Nvidia has far exceeded the $10 billion that Nvidia said.