The United States restricts NVIDIA, and domestic AI chips replace acceleration!
Since last year, the United States has banned Nvidia from exporting AI chips to China, and even only China's A800, H800 and other chips have been banned, making it possible for China to replace American chips. Industry insiders say the U.S. move has far-reaching significance, as Chinese chips can replace Nvidia's artificial intelligence chips.
With the rise of AI chips, NVIDIA's chip sales and market value are growing rapidly, and Nvidia has surpassed Intel and TSMC to become the world's largest chip manufacturer, with a market value of more than one trillion. It will be the largest semiconductor company in the world, and its assets will exceed one trillion dollars.
Chinese companies have also been buying NVIDIA chips aggressively due to the rise of artificial intelligence, and in the second half of last year, a number of Chinese network companies have purchased $5 billion of chips from NVIDIA, and it is expected that if these orders are fully completed, NVIDIA's revenue in the Chinese market will reach $10 billion.
However, the United States imposed tougher sanctions on Nvidia, prohibiting Nvidia from exporting its high-end chips to the Chinese market, which made Nvidia passive. Nvidia said that their A800 chips could not be shipped to China, so they had to sell the H20 chips to China, it is understood that the performance of the H20 chips is eighty percent lower than that of ordinary chips, but there is no change. There was no price reduction, so the Chinese company was very dissatisfied.
In desperation, Chinese companies have used domestic AI chips, it is understood that many companies are now using domestic AI chips, and their performance is not weaker than NVIDIA's A100, or even stronger, which makes many local companies very satisfied, but the impact is far beyond the United States. Affected by domestic server chips, orders for domestic server chips are also increasing.
Industry insiders clearly pointed out that NVIDIA's graphics cards are mainly used in artificial intelligence training and computing, in addition to AI chips, there are also Intel and AMD server chips, these two chips should complement each other, so that Intel and AMD's server chips will not occupy the Chinese market.
In the field of AI and server chips, "ecology" is very important, Intel and AMD (Intel + AMD) composed of x86 ecology, as well as Nvidia's CUDA (CUDA) ecosystem, is the biggest obstacle to China's chip substitution, before Chinese companies were unwilling to break the above barriers, rebuild the ecology, completely abandon Intel, AMD, NVIDIA and other chips, but in the United States, Chinese companies, however, have had to accelerate their efforts to replace AI chips in their home markets.
And this also gives China an opportunity to break through the chip ecology of the United States, in the field of servers, domestic companies have replaced the American Windows operating system with their own server operating systems, and now, they have joined Huaxia's AI chip ecosystem, forming a new chip ecology that only China has its own, rather than being monopolized by the United States like the United States.
In particular, it should be pointed out that China's technology companies can not only provide AI chips, server chips, and server operating systems, but also fundamentally solve the "ecological crisis" faced by China's chip industry, thereby further reducing the competitiveness of the American chip industry.
Nvidia's founder and Jensen Huang once said that if the United States is restricted on chip exports to China, then China's chip market will continue to decline, thereby accelerating the development of China's chip industry, and now the facts not only prove his **, even more serious than he imagined, the reason is that China is accelerating the substitution of domestic chips, and this will also make China's integrated circuit industry suffer more blows. Profits of U.S. semiconductor companies. The profits of major chip companies in the United States.