The biggest highlight of the global chip industry in 2023 is GPU chips, in fact, it may not be accurate to say that GPU chips, because GPU chips can be mainly divided into rendering and AI acceleration chips, and it is AI chips that will explode in 2023.
Nvidia, as the market monopolist of 90% of the global AI chips, will make a lot of money in 2023, and its market value has risen by $1 trillion, which has reached 1With 8 trillion US dollars, it is the chip company with the highest market value in the world.
The reason why Nvidia is so strong is that ChatGPT was born out of nowhere and detonated the AI model, and behind the AI model, it is stacked with AI chips, and almost all AI models are inseparable from NVIDIA's AI chips.
Because of this, the United States is afraid that China will take the lead in AI again, and has banned Nvidia's AI chips, from H100, A100 to H800, A800, etc.
The idea of the United States is that China cannot be allowed to use American AI chips to train China's own AI models, and American AI chips cannot become the cornerstone of China's AI development.
In such a situation, China's own AI chips can only come up, so who can come up?
At present, Huawei's AI chips are popular, and Ascend AI chips have been favored by many domestic companies, and it is said that the estimated amount has exceeded 5,000 sets.
Its latest H20 AI chips are set at a very low **, which is in direct competition with Huawei's AI chips, and even has an advantage in **, which shows how worried Nvidia is about Huawei grabbing the market.
The second is Haiguang, Haiguang not only has an X86 CPU, but also an AI chip like DCU, and its DCU chip can replace NVIDIA.
The latest news, Haiguang's DCU Deep Computing No. 2 has been released, and Deep Computing No. 2 has realized commercial applications in the fields of big data processing, artificial intelligence, and business computing, and can fully support large model training, and the product performance has reached the leading position in China.
Huawei Ascend and Haiguang DCU are currently the existence of AI chips that can directly replace NVIDIA in China, and may not be comparable with top AI chips like H100, but they can still form an alternative relationship with chips like A100.
Nvidia has always been worried that if the United States bans the sale of AI chips to China, then China's own AI chips will rise, and then replace itself, and finally the United States AI chips will permanently lose the Chinese market, which is not small, at the level of tens of billions of dollars.
Judging from the current situation, the day that Nvidia is worried about may come soon, Huawei, Haiguang, and more domestic AI chip manufacturers will continue to make breakthroughs, and then fully replace Nvidia.