Huawei's AI chips are fiercely competitive, and Nvidia is lowering**!
Two years ago, the United States banned Nvidia's H100 and A100, while Nvidia released weakened versions of the H800 and A800 for China, indicating the United States' concern about the development of Chinese artificial intelligence.
Last year, the United States took out NVIDIA chips, such as the H80 and A800, and restricted their sales.
On the one hand, Nvidia filed a complaint with the United States** to lift the ban, and on the other hand, it continued to modify the chips to circumvent the ban.
According to **, Nvidia will launch three GPUs to the market, including the HGXH20, GPUL20 and L2.
However, everyone knows that the performance of AI chips after castration has dropped significantly. According to **, compared to the first-generation H100, the performance of the H20 has dropped by eighty percent, leaving only twenty percent.
How does this make you feel? That's why major manufacturers are looking for alternatives to national AI chips.
Huawei's AI chips have been welcomed by many people, especially the Ascend 910 B, which is said to have been ordered for more than 5,000 units. In terms of actual performance, it's on par with the A100, and while there is a performance gap, it can be compensated for by a variety of systems.
Huawei's Ascend 910B is also cheaper than NVIDIA's, which is why leading manufacturers favor Huawei's AI chips over NVIDIA chips.
What about nvidia? The easiest way to do this is to lower ** to the same level as the Ascend 910b. This way, they will be able to win more customers, because Nvidia is the company that owns the CUDA operating system.
According to a ** report some time ago, Nvidia began charging H20 dealers in China for 1 per unit20,000 to 1The cost is 50,000 yuan, while some dealers charge 110,000 yuan per ***H20.
Compared to the original H100, **is down by two-thirds. What's more, the phone's ** is almost on par with that of Huawei's AI chip.
Nvidia is naturally a little worried, knowing that Nvidia occupies 90% of the Chinese artificial intelligent chip market, with a market value of more than 7 billion yuan. If this market is lost, Nvidia will suffer a huge blow.
And when the artificial intelligence chips of Huawei and other companies appeared, Nvidia lost China, the largest market, which is why Nvidia became a blockbuster and beat Huawei on the **.
But will anyone be willing to buy Nvidia's chips? Everyone says that NVIDIA reduces performance, but if it doesn't cut the price, they won't buy it.