"Huang calls Huawei Nvidia's biggest competitor Challenge or appreciation?! "！
Jensen Huang, NVIDIA's number one rival - Huawei! Is this a challenge, or is it an acceptance?
In 2023, Nvidia launched AI-based AI technology, which has made it extremely popular around the world. According to its revenue some time ago, it has reached a value of two trillion yuan, ranking behind Apple and Google's parent company Alphabet.
Nvidia has a 70% market share in AI chips and expects to occupy 90% of the market share. Nvidia is almost a monopoly on high-end processors, and the top-of-the-line H100 processor is priced at 4000 yuan, and the price is constantly rising.
Lauren Goode, a correspondent for the American technical journal Wired, recently held an in-depth interview with Nvidia's founder Jensen Huang, talking about the development trend of artificial intelligence.
A person who stands at the pinnacle of the industry would say such a thing, this is not a challenge, but a fear of Huawei?
First of all, Huawei's AI chips, although they are "rising" as a selling point, cannot compete with Nokia head-on in terms of market share and cost performance, and Huawei's strength cannot be simply analyzed from the appearance.
Huawei is a company that is very willing to spend money, Ren Zhengfei once said that he would take out 20% of the profits to do research, and by 2022, Huawei's research funds will exceed this number and become the largest enterprise in the world, and Nokia is the largest enterprise in the world.
In the face of the strict blockade of the United States, Huawei's "Kirin 9000" chip suddenly made a comeback, so that Biden's original "reconciliation" was completely interrupted, and it has not been figured out how it was brought back, and it is almost impossible to completely suppress sanctions, and the only thing that can be done is to shift the goal of "reconciliation" to artificial intelligence.
Huawei has always been suppressed, so it's normal for Huang to feel this way, Nvidia is only making AI chips, while Huawei is making more comprehensive chips, as long as the focus is on artificial intelligence, it should not be difficult to make breakthroughs in a short period of time.
Huawei's self-developed Kirin processors can compete with Qualcomm 8 series and Apple's A series. Ascendant's products have also been further improved and are highly sought after by the market. So Huang has made several attempts to break the convention of the chip by proposing the improved chip to the Chinese market.
The United States has upgraded AI chips, Nokia A800, H800 and other models of chips must not be able to do it, and the processors of the three new products, that is, about 20% of A100, are not as good as those low-end products in China, so they can't hold on to the Chinese market, and they won't be favored by local companies.
Even Apple, the world's largest company, has seen a significant decline in their mobile phone sales, so Huang's words are likely to send a signal to the United States, that is, Huawei's research in the field of artificial intelligence will not hinder their development, what do you think about this?