In the semiconductor war launched by the United States, China was forced to react and took corresponding countermeasures, American companies have "surrendered" and went to China to beg for mercy, while US Secretary of Commerce Gina Raimondo demanded that the "war" be further expanded to prevent China from accessing cloud services in the United States.
With the rise of AI technology and its wide range of uses, the United States is also worried that China will surpass the United States, so it suppressed China very early. U.S. Secretary of Commerce Gina Raimondo recently said, "We're not going to let non-state actors, China, or people who we don't want to get into our cloud systems to train their models." "We have implemented export controls on chips. The same is true for cloud computing data centers in the United States, and we have to find a way to nip this behavior in the cradle. ”
The United States is determined to suppress China's artificial intelligence industry this time, before the United States introduced a series of measures to prevent American companies from selling chips to China, and now it is turning away the data centers of American cloud computing, obviously wanting to "start a war" with China.
In fact, before the chip war launched by the United States, China had been imposing export controls on raw materials such as high-end graphite, gallium, and germanium. These rare and rare minerals are not only China's strategic reserve resources, but also have been included in the list of strategic and core minerals by advanced countries such as the European Union, the United States and Japan. When it comes to gallium and germanium, China has an absolute advantage. China has a market share of 94% and 83% respectively.
In fact, China does not want to be involved in this war, but the United States insists on doing so, and they have no choice, which has caused great harm to American semiconductor companies, because they cannot sell their chips to China, so Nvidia in the United States wants Chinese companies to buy their own "castrated version", but Chinese companies do not eat this set at all, but purchase their own products from China's local chip manufacturers. This is undoubtedly a huge good news for China's chip industry, but it is a huge impact for the United States and American companies. Nvidia suffered a big loss and immediately rushed to China to ask for forgiveness. Recently, Nvidia CEO Jensen Huang made a special trip to China, in addition to asking China for a "castrated" version of the chip, but also proposed to China to relax the control of products such as gallium and germanium.
In fact, Huang did not want to go to China, after all, this was his visit to China four years ago, and if it were not for the Chinese attack hitting the soft underbelly of the United States, I am afraid he would not have come to China. As a CEO in his 60s, he is still dressed in a "Northeast Red Flower" costume, holding a red silk scarf, and dancing a little song on stage, which shows how much Nvidia needs China. The reason why Nvidia takes China so seriously is because China has more than 7 billion US dollars in AI chips, and Nvidia has a 90% share, but now, Nvidia is about to lose this cake, and Nvidia's profit has reached 50%.
This also proves that the relationship between China and the United States, as well as the relationship between the two countries, is a win-win situation.