Huawei's rise in the field of AI chips has attracted global attention. Recently, Huawei launched a new generation of Ascend 910B chip with better performance than NVIDIA's H20, further deepening NVIDIA's dilemma in the Chinese market. In order to circumvent the U.S. semiconductor control, Nvidia launched a special version of AI chips for China, but the performance shrank by 80%, which was unanimously boycotted by domestic technology giants, and the number of orders also dropped sharply. At the same time, Huawei's Ascend 910B chip has a strong performance in parameters, even surpassing NVIDIA's H20, which has attracted widespread attention in the industry.
Since last year, the United States has imposed strict control measures on Chinese semiconductors, which has led to the ban on the export of products from the world's top AI chip manufacturers such as Nvidia to the Chinese market, which has had a huge impact on Chinese technology companies. Chinese technology giants Alibaba, Tencent, ByteDance and other companies have a large demand for Nvidia chips, and the call for China's internal circulation is also high for a while. In response to this situation, Nvidia has decided to launch a "China-specific" version of AI chips in the Chinese market, including H20, L20 and L2 models, to circumvent the relevant ban. However, the performance of these special versions of the chip was not satisfactory, and the overall computing power was 80% lower than the original product, which is not expensive. Due to the severe decline in performance, the market share of these chips has declined rapidly, which has become a big failure for Nvidia in the Chinese market.
At the same time, Huawei's new generation of Ascend 910B chips surpasses NVIDIA's H20 in performance. Whether it's the FP32 metric that measures computing power or the bandwidth of computing nodes, the 910B chip shows stronger performance. This gave Huawei a once-in-a-lifetime opportunity to grow and rob Nvidia of users in the Chinese market. Analysis**, in the next five years, NVIDIA's share of chip use in China's cloud computing companies will decline from the current 80% to 50-60%. The loss of these market spaces is likely to be quickly occupied by domestic manufacturers such as Huawei. Nvidia's predicament became a symbol of the era of globalization, but under the dual pressure of interests and geopolitics, it had to make concessions.
The strong rise of Huawei's Ascend 910B chip is just the beginning of domestic chips replacing NVIDIA. With the escalation of the Sino-US technology war, China is becoming more and more motivated in terms of independent innovation. No matter how Nvidia tries to save itself, its position in the Chinese market is irretrievable. This is also the only way for the development of domestic science and technology, which will promote the formation of a new pattern. We have reason to believe that in the future, more amazing domestic chips will be born, gradually reducing dependence on foreign technology, and playing an important role on the global stage.
In short, Huawei's rise in the field of AI chips has put tremendous pressure on Nvidia in the Chinese market, and the shrinkage of the performance of its special version of AI chips has led to a significant drop in orders. At the same time, Huawei's Ascend 910B chip surpassed NVIDIA's H20 and won the favor of the domestic market. This incident highlights the progress of China's domestic chips in independent innovation, and also means that Nvidia's position in the Chinese market is irretrievable. In the future, we look forward to seeing more amazing domestic chips born to promote the development of China's technology industry.