"Domestic AI chips are expected to be replaced, and the new king of Meixin admitted"！
Nvidia, the new king of chips in the United States, has been talking about some potential competitors for some time, including Intel and AMD in the United States, as well as a Chinese chip company that it believes is a competitor that is rapidly conquering the artificial intelligence chip market.
Thanks to the rise of Chat GPT, Nvidia's revenue soared again in the second quarter of last year and quickly surpassed Intel and TSMC to become the world's largest chip company.
Previously, Nvidia had a market capitalization of more than 1At 8 trillion yuan, Nvidia's market capitalization is second only to Apple and Microsoft when big companies like Google and Amazon, which have grown with the help of the Internet over the past 20 years, take a big step ahead. The reason why Nvidia has such a high market capitalization may be because in the past 20 years, the dot-com bubble has created countless Internet companies, but in the field of chips, Nvidia is struggling, and even Intel, which has been in charge for more than 20 years, is far behind.
Nvidia is undoubtedly in the limelight right now, but it is not swept away and is facing a growing number of competitors, especially Intel and AMD in the United States. These two chip companies have an absolute advantage in server chips, while AMD is Nvidia's main competitor, and with the rise of artificial intelligence chips, these two chip companies are also actively entering the artificial intelligence chip market.
At present, Nvidia has said that there is another Chinese technology company in the same field as Intel and AMD to participate in it, which fully shows the huge potential of Chinese technology companies in the field of artificial intelligence chips, which is a great incentive for China's chip industry, and also marks that the artificial intelligence chips launched by Chinese technology companies have entered the mass production stage.
According to reports, many Chinese internet companies are using Chinese AI chips to replace Nvidia's AI chips. This is partly because Chinese tech companies have powerful AI chips, and on the other hand, because the United States has banned Nvidia from sending advanced AI chips to China.
The Chinese tech company has previously claimed that the performance of its AI chips is comparable to Nvidia's A100, which is the main reason why Intel and AMD's GPU AI chips are difficult to accept by Chinese companies.
However, the United States has repeatedly obstructed, and in the second half of 2022, the United States announced that Nvidia could not sell its high-end A100 and H100 chips to China, and Nvidia had no choice but to reduce the performance of some products, such as the A800 and H800. But in the second half of 2023, the United States will continue to prevent Nvidia from sending AI chips to China, and A800 and H800 products will not be able to do so, so Nvidia will have to reduce performance by 80% again and push H20 with a price of 100,000 yuan, which has caused dissatisfaction among Chinese Internet companies.
At present, the performance of H20 chips is far inferior to the AI chips of Chinese companies, but it is not cheap, so many companies have chosen domestic AI chips, according to reports, the company has received orders for 5000 AI chips, with a total value of up to 500 million yuan, and it is precisely because of the large adoption of its AI chips that there is news in the industry that NVIDIA has finally touched the ** of H20 chips, and has taken a big step forward in reducing chips. One big step.
Nvidia's ability to compete with Chinese chips is clearly thanks to advances in Chinese artificial intelligence technology. Nvidia sees Chinese tech companies as potential competitors and it has become a real threat, even more than Intel and AMD. China occupies a quarter of Nvidia's share, which shows that China's chip industry occupies a quarter of Nvidia's share, which shows that China's chip industry has a very good foundation and can make breakthroughs in many fields, which is also what the US chip industry is doing. What to worry about?