"Huawei's AI chips are said to be difficult to surpass NVIDIA, and the dilemma in the international market needs to be solved"！
As we all know, in the past two years, the artificial intelligence industry has been very hot.
In addition, benefiting from the AI boom, Nvidia also ushered in profit growth this year, and it is also the world's first semiconductor company with a market value of more than two trillion yuan.
Two trillion yuan, converted into 144 trillion, compared to the market value of A-shares, NVIDIA's market value is twice that of Tencent + twice that of Kweichow Moutai + twice that of Ali + twice that of Pinduoduo.
However, Nvidia is an American company after all, and the United States is more afraid of China than China, so of course, they will not allow Chinese AI companies to cultivate their own AI models with American-made AI chips.
Therefore, batches of AI chips, such as H100, A100, H800, A800, etc., cannot be exported to China.
After that, Nvidia released processors like H20 that were 80% weakened, so how did Chinese AI companies respond?
Therefore, domestic artificial intelligence chips have been replaced by domestic artificial intelligence chips, and Huawei's artificial intelligence chips are also considered to be the most popular, and can even be compared with NVIDIA's A100.
In a study released by Nvidia some time ago, Huawei was listed as the number one rival, which can also be seen that Huawei is powerful, and some people even believe that as long as Huawei continues to develop AI chips, it can definitely surpass Nvidia.
But to be honest, if you want to overpower NVIDIA in the domestic field, it's actually quite simple, anyway, they can't get Nvidia's chips, the domestic ones are definitely the top, and no one wants to turn back, but if you want to enter the world, it's difficult, and Huawei's AI chips can't be exported.
In 2023, the market value of AI chips is about 534 billion yuan, and it is expected to increase to 70 billion yuan in 2024.
In addition to Japan, South Korea, Europe, China, China, Taiwan and other countries, the United States accounts for about 35-40% of AI chips, and Chinese mainland accounts for about 25%.
Everyone knows that Huawei's artificial intelligence chips can only account for 25% of the market in China, while Huawei's artificial intelligence chips are very limited.
For now, Huawei is not much far from Nvidia in terms of AI chips. If that's the case, can Huawei's AI processors beat Nvidia? However, it is unlikely.
So, let alone beating nvidia, it's pointless, even if it's Huawei, I'm afraid it won't say such a thing, and now the main thing is domestic substitution.
The first thing to do is to make domestic AI companies no longer worry about their future, and then they will find a way to beat Nvidia and go on step by step.