On February 23, South Korea's "Global Economy" published an article saying that who is the biggest competitor of NVIDIA, which is known as the strongest in the field of artificial intelligence (AI) semiconductors?
Nvidia listed China's Huawei as its number one competitor in its official documents.
Recently, Nvidia listed Huawei as the number one competitor in many fields, including AI semiconductors, in a filing with the U.S. Securities and Exchange Commission (SEC).
Nvidia said it is competing with Huawei for AI semiconductors such as graphics processing units (GPUs), processing units (CPUs) and network semiconductors. It also defines Huawei as a cloud service company that designs its own hardware and software to improve AI computing performance.
In order to compete with NVIDIA's AI semiconductor products, Huawei has developed the Ascend series. The main product, the 910B chip, competes with the Nvidia A100 chip, which was launched about three years ago.
Other competitors pointed out by Nvidia include Intel, AMD, and Broadcom. Large cloud computing companies such as Amazon and Microsoft have also been identified as competitors in this space.
At the same time, some people believe that the product that makes Nvidia the hegemon in the AI field is the H100 data center chip.
The state-of-the-art GPUs released last year added more than $1 trillion to Nvidia's enterprise value, making the company an AI king overnight.
The current demand for the H100 is so great that some customers have to wait up to six months to receive the product.
The H100 can be installed on a PC to help gamers get a realistic visual experience. In addition, the chip is optimized for processing large amounts of data and computing at high speeds, making it ideal for AI model training tasks.
Nvidia has been a pioneer in this market for nearly 20 years and believes that the processing power of these GPUs will one day play an important role in areas other than gaming.
It is reported that Nvidia plans to launch the H100 follow-up product H200 at the end of this year, and then plans to make more significant changes to the design through the B100 model.
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