The United States has always been high on ChinaTechnologyDevelopment has taken unbridled repressive actions, especially in the field of artificial intelligence. In order to guarantee its own hegemony, the United States demandedNvidiaThe embargo on China is an attempt to limit China's AI development. However, unexpectedly,HuaweiStepped forward at a critical moment and launched the world-class Ascend AIChips, successfully rushed out of the United StatesTechnologyLockdown Circle. What's more,NvidiaLost trust in China. Such a situation letsNvidiaCEOJensen HuangAnts in one's pants. Before,Jensen HuangIt was thought that China would be heavily dependentNvidiaAIChips, even with the launch of the "castrated version".Chips, China will also rush to buy like crazy. However, reality givesNvidiaA heavy blow because of the ChineseTechnologyThe giants have announced that they will no longer purchaseNvidiaof "castration."ChipsIn turn, all orders will be transferred to the domestic oneHuawei, which means:NvidiaThe former ally chose to part ways with it. RightJensen HuangThe Chinese market isNvidiaThe most important market, there is no one. China's AI in 2023ChipsThe demand will reach $120 billion in the next five years, and China AIChipsThe market will exceed $1 trillion. And whereasNvidiaof overseas markets, China occupiesNvidiaMore than 90% of the income. To put it mildly, once the Chinese market is lost,Nvidiawill be completely removed from AIChipsThe status of a giant**. In order to ease relations with China,Jensen HuangCome to China in personNvidiaAnnual meetings in Beijing, Shanghai and Shenzhen. This already isJensen HuangI visited China again after 4 years. When he came to China this time, he was obviously playing the emotional card. First of all, he approached China as a Chinese, and he also put on the "Northeast Cotton Jacket" and danced Yangge to show his affinity. In general,Jensen HuangThe support of the Chinese market is very much needed. For this, he also to:NvidiaEmployees in China shouted that they and other Chinese companies were their brothers. It can be seen,NvidiaAlready anxious because they are about to lose the Chinese market. among their strongest competitorsHuaweiAlready in AIChipsThe field catches up in the case ifNvidiaIf you don't lower your posture, you will really miss the Chinese market. NvidiaThe idea was that even if they offered "castrated versions" to Chinese companiesChips, China should be grateful to Dade. However, they found that China was already as competitive as they were, and as a result, they were defeated in a market that China had been cultivating for many yearsHuaweiEat it in one go. That's rightNvidiaIt is unacceptable and unbearable, and there may even be some regrets, but now, it is too late to regret.
The United States is high on ChinaTechnologyHindrances to the development of the field have become the norm. Especially in the field of artificial intelligence, the United States is trying to contain China's rise in the field of AI through embargoes and blockade technologies. NvidiaAs the world's leading AIChipsQuotient, also under pressure from the United States. However,HuaweiThe appearance of gaveChinese science and technologyThe world brings new hope.
HuaweiWith its world-class Ascend AIChips, successfully rushed out of the United StatesTechnologyLockdown Circle. ThisChipsNot only has it reached the world's leading level in terms of performance, but it has also wonChinese science and technologyThe trust and support of the giants. And that includes thatNvidiaFormer partners. Chinese companies have announced that they will no longer purchaseNvidiaof "castration."Chips", and in turn transfer the order toHuawei
The Chinese market forNvidiais crucial. The data shows that China's AIChipsMarket demand will reach more than $1 trillion in the next five years. InNvidiaChina accounts for more than 90% of revenue. It can be said that once the Chinese market is lost,Nvidiain AIChipsThe position of the industry will be completely upended.
Faced with this situation,Jensen HuangCome to China in personNvidiaAnnual meetings in Beijing, Shanghai and Shenzhen. He is in great need of support from the Chinese market and has clearly adopted an affinity strategy to bring him closer to China. He approached China as a Chinese, wearing a "Northeast cotton jacket" and dancing Yangge dance, showing his respect for Chinese culture and his importance to the Chinese market through these actions.
Jensen HuangRightNvidiaEmployees in China shouted that they and other Chinese companies were their brothers. This affectionate salutation expressesJensen HuangDependence and desire for the Chinese market. However,NvidiaThe previous overvaluation of the Chinese market has caused them to lose the trust of some Chinese companies. Huaweiof Ascend AIChipsThe emergence of the Chinese market has more choices and is no longer completely dependent onNvidia。That's rightNvidiaIt's a big challenge and a blow.
As the world's leading AIChipsQuotientNvidiaIt once occupied an absolute position in the Chinese market. their AIChipsIt is widely used in various fields in China, including:Autonomous driving, cloud computing and gaming, etc. However, withHuaweiAscendChipsand other domestic productsNvidia's supremacy has been challenged like never before.
The Chinese market forNvidiais crucial. China is one of the world's largest consumer markets, and the application of AI technology in China is also expanding. Chinese AIChipsThe potential of the market is huge, and it is expected to exceed more than one trillion dollars in the next five years. NvidiaThe Chinese market share is very large, and it is the most important part of its global overseas market. Therefore, the loss of the Chinese market forNvidiaIt's going to be a huge blow.
However,NvidiaThe previous overestimation of the Chinese market and rightHuaweiand other domestic competitors underestimated, so that they fell into a difficult situation. They had thought that even if a "castrated version" was launchedChipsChinese companies will also be grateful to Dade and will buy it no matter what. However,Chinese science and technologyThe choice of the giants letNvidiaIt was found that China already has the same competitiveness as theirs, and these domestic companies are more supportive of local products.
Faced with this challenge,Jensen HuangCome to China in personNvidiaThe annual meeting is an attempt to ease relations with the Chinese market. He approached China as a Chinese, showing his respect for Chinese culture and the importance he attaches to the Chinese market. He also tried to get closer to Chinese employees and companies through affectionate salutations and shouts, expressing his dependence and desire for the Chinese market.
However,Huaweiand other domestic enterprises to riseNvidiaStuck in a difficult situation, they had to face their own losses in the Chinese market and the possibility of losing market share quickly. They realized that if they did not adjust their strategies and strengthen cooperation in time, they could lose China, a vital market.
China, as one of the world's largest consumer markets, is at a high levelTechnologyThe field is developing rapidly. Especially in the field of artificial intelligence, ChinaTechnologyGiants continue to emerge and achieve achievements that have attracted the attention of the world. At the same time, the United States is trying to restrain China in high power by various meansTechnologyfield development, suppressing China.
Against such a background,NvidiaAs the world's leading AIChipsQuotient, facing great pressure and challenges. They had overestimated the dependence and purchasing power of the Chinese market on them, while underestimating the competitiveness of Chinese companies. Huaweiof Ascend AIChipsThe appearance of JeanNvidiaIt has lost the trust of some Chinese companies and is at risk of losing the Chinese market.
In order to save the Chinese market,Jensen HuangCame to China in person to try to get closer to the Chinese market. He adopts an amicable strategy and approaches China as a Chinese, showing his respect for Chinese culture and the importance he attaches to the Chinese market. However, it remains to be seen whether such a move can regain the trust of the Chinese market.
Overall, China is at a high levelTechnologyThe development of the field is unstoppable, and great achievements have been made. Despite the constant suppression of China by the United States, butChinese science and technologyThe pace of giants' pursuit of independent innovation and development will not stop. NvidiaAs an example of the challenges faced in the Chinese market, it reminds us that in the worldTechnologyThere is no eternal hegemon in the competition. Only by constantly innovating and improving their own strength can they be invincible in the fierce competition.