Nvidia is frustrated in the United States, and the castrated version of the GPU chip is not popular in China!
Nvidia will be the world's most profitable chip company in 2023, due to the rapid development of Nvidia's AI models and AI chips.
In particular, chips like H100 and A100 have made Nvidia leap to the top and become the first company in the world with a market value of more than $1 trillion, and in 2023, its market value will increase by 300%.
About 20% of NVIDIA's total revenue in China comes from China, and NVIDIA's data centers account for 20%-25% of China's total revenue, because China has been vigorously developing artificial intelligence for a few years ago, and with the rise of artificial intelligence technology, China will have thousands of different models of mobile phones put into the battlefield, and the market demand for GPU chips will be very huge.
Although NVIDIA's most powerful H100 and A100 are not on the market, only the cut H800, A800 and other models are still there, but a card is still very popular, and everyone is scrambling to buy it.
In 2023, Chinese mainland companies will place orders of no less than 7 billion yuan from NVIDIA.
However, in October, when the United States banned H800, A800 and other chips, the situation changed.
In the end, in order to meet the US ban, Nvidia had to constantly cut its own chips; Among them, the three AI chips of HGXH20, GPUL20 and L2 will be eliminated.
However, because of the strict ban in the United States this time, NVIDIA has made a big cut on it, and the most powerful HGXH20, the actual performance is only 20% of that of the H100, which is equivalent to cutting it by 80%.
How do Chinese consumers buy these chips? This is also the reason why Huawei has sprung up in the field of AI chips, and many Chinese companies are purchasing AI chips from Huawei to replace Nvidia.
According to iFLYTEK, Huawei's AI chips are comparable to NVIDIA's A100, and there is also news that Huawei's most powerful Feiteng 910 B is expected to be mass-produced in more than 5,000 units.
In addition, companies such as Alibaba have even come up with new AI chips developed by themselves to replace Nvidia, resulting in Nvidia being emasculated by 80% in performance, while the price remains the same, which makes it difficult for Chinese consumers to make a choice.
In fact, Nvidia has been waiting for this result, Nvidia has repeatedly asked the United States to lift the blockade on them, they have said more than once that they will not give China ** artificial intelligence chips, China can develop them independently, and American companies have no chance at all.
Now it seems that Nvidia is really in the United States, once China's AI chips begin to rise, it will completely replace Nvidia, and at that time, Nvidia's market will be snatched from Nvidia, and Nvidia will also lose this market worth billions of yuan.