Artificial intelligencehas become the presentTechnologyOne of the hottest and most watched tracks in the field, majorTechnology companiesare all competing to invest resources in developmentArtificial intelligenceChipsto provide more powerful AI solutions to the market. And whereasArtificial intelligenceChipsmarket,NvidiaWith its excellent technical strength and product performance advantages, it occupies 90% of the global share. However,United States**RightChipsExport regulations are lettingNvidiaStuck in a bind, limiting its high-end AIChipsExported to the Chinese market.
In the face of export restrictions,NvidiaI had to adjust my strategy and launch a special editionChipsIn order to meet the needs of the Chinese market. Recently, it has attracted much attention in the industryNvidiaSpecial EditionChipsIt was finally launched, but the performance dropped significantly, shrinking by 80%. This one is called H20Chipsis based on the H100 design, which is also inferior in performance in some key areasHuaweiAscend 910b。Despite the performance degradation, butNvidiaStill sticking withHuaweiand other competitors' products are priced at the same level, with a starting price of 1$20,000.
NvidiaSpecial EditionChipsFaced with huge market competition, customers have more alternative options. Due toNvidiaFor high-end products that cannot provide core competitiveness, many customers may choose other similar benchmarking products. In fact,HuaweiAscend 910bIt has been considered basic to be able to work withNvidiaThe A100 is comparable, with an AI computing power of 256Tflops, in comparisonNvidiaThe A100 has an FP32 floating-point performance of 195tflops。So ifNvidiaHigh-end AI cannot be sold publiclyChips, Chinese manufacturers such asHuaweiand so on, it is likely to get more shipping opportunities.
ForNvidiato say,United States**RightChipsThe export regulations are again and again restricted and modified, which makes it available in special editionsChipsThe outlook is uncertain. IfNvidiaAgain restricted,Huaweiand other Chinese manufacturers will have the opportunity to fill the gap in the market. So, forNvidiaThe real way to solve the problem is to master the core technology, independent research and development and productionChips, rather than relying on others.
In the current globalTechnologypattern, forChipsThe control of industry is of great strategic significance to a country. The United States passed the restrictionsChipsexports, trying to contain China's highTechnologyIndustrial development. However, such an approach will only accelerateChinese chipsThe pace of independent innovation in the industry has given birth to ChinaChipsThe development of the industry. ForNvidiaAlthough the special editionChipsIt's a compromise strategy, but in the current market environment, there is nothing to be done. But for China, strengthenChipsIn the R&D and production of the industry, mastering the core technology is the fundamental way to solve the problem. Only independent innovation can be truly realizedChipsThe long-term development of the industry.
In summary,NvidiaA special edition launchedChipsThere are many challenges and competition. Although its performance has dropped by 80%, competitors such as:Huaweiand other Chinese manufacturers are actively entering AIChipsmarket, filling the gap. ForNvidiaSay, faceUnited States**limited and uncertain market environment, master core technology and independent R&D and productionChipsis the key to solving the problem. For China, strengthenChipsIndependent innovation and development of the industry, masteryChipscore technology to promote industrial upgrading andTechnologyInnovation is the key to long-term development.