Huawei, the strongest opponent!
According to foreign media reports, Nvidia listed Huawei as the strongest opponent in categories such as artificial intelligence (AI) chips for the first time in a document submitted to the US Securities and Exchange Commission.
Not only that, Nvidia lists a total of 5 areas in this document, including:
Computing cards, large-scale cloud services, ARM-based CPUs, autonomous driving, automated machinery, gaming, and network infrastructure.
Except for autonomous driving, automated machinery, and games, Huawei is all "on the list" without exception, alongside AMD, Intel, Supermicro Semiconductor, Amazon, Cisco and other "giants".
Due to some well-known reasons, Huawei has had a very difficult time in recent years, not only has its revenue and profits plummeted, but also the revenue of many businesses has plummeted, and Ren Zhengfei even shouted the slogan of "live".
It stands to reason that Huawei is in such a difficult situation, not to mention that its development has completely stagnated, it should also slow down significantly, and the distance from the world's top technology giants is getting farther and farther away.
What's going on? has been restricted by the United States for 3 years, why does Huawei not stop, but is more valued by its opponents?
Just last month, Nvidia shares soared 15% overnight to 785$38, a record high, with a market value of nearly $2 trillion, becoming the third largest company after Microsoft and Apple.
The reason why NVIDIA's stock price has skyrocketed is mainly due to the wave of AI that has been set off today, and it has come up with an excellent report card.
How much can Nvidia earn?
In Q4 2023, Nvidia achieved revenue of $22.1 billion, a year-on-year increase of 265%, and net profit soared to $12.3 billion, a year-on-year increase of 769%.
It is no exaggeration to say that Nvidia is now the uncrowned king of the AI field.
As for the reason, it is very simple, all companies in the world, one is counted as one, as long as they are researching large models and doing AI, then they can't get around Nvidia and must buy their chips.
Countless tech giants, start-ups, and Middle Eastern tycoons are eager to pull money to the door of Nvidia overnight, rushing to buy its chips.
However, although Nvidia has made the chip business "hard to find", the stock price has increased 10 times, and it has made a lot of money, but it has never let down its vigilance against Huawei.
Long before Nvidia listed Huawei as the "strongest opponent", Nvidia CEO Jensen Huang has publicly mentioned Huawei many times and praised it.
For example, in December last year, Huang mentioned in an interview with reporters in Singapore:
"In the race to produce the best AI chips, Huawei is one of Nvidia's 'very strong' competitors. ”
Just last month, for example, in an interview with Wired magazine, Huang praised Huawei as a "very, very good company."
So now the question is, why does Nvidia "never forget" Huawei?
As you may know, Huawei is not only a mobile phone company, but has also made outstanding achievements in fields including intelligent driving, communications, cloud services, etc.
And Nvidia listed Huawei as the "strongest opponent".To a large extent, it is precisely because Huawei has also made achievements in the field of artificial intelligence chips, which is a certain threat to NVIDIA.
As we mentioned earlier, the reason why Nvidia chips are sold out of stock is mainly because of the wave of AI, and Nvidia's chips have become the most effective tool for training large model data.
Do other companies have competing products?
Although at present, there is indeed a certain gap between the chips of other companies and the chips of NVIDIA, it is not that there are no other products on the market.
Coincidentally, Huawei launched the Ascend series of chips as early as 2018, which was used to fight with NVIDIA.
According to relevant data, the computing power of Huawei's Ascend 910 has surpassed that of NVIDIA's A100, but there is a gap in the ecosystem.
However, this aspect is precisely Huawei's strength, and it has directly sent a large number of engineers to support the development of Ascend and build its own ecosystem, which is quite fast.
Therefore, it is reasonable for Nvidia to attach importance to Huawei, although it has been restricted by the United States for 3 years, but Huawei not only did not fall, but fought to catch up, quite a kind of momentum to tear a crack in the Nvidia empire.
A few days ago, in response to Nvidia's listing of Huawei as the "strongest opponent", a spokesman for my country said:
"The 'small courtyard and high walls' cannot stop the pace of China's innovation and development, nor is it conducive to the healthy development of the entire industry, including American companies. ”
Indeed, from Nvidia's point of view, it is actually unwilling to erect a barrier to China in the field of chips, as Jensen Huang has publicly stated before
"If we lose the Chinese market, we don't have any emergency measures, there is only one China in the world. ”
Why did Huang say that?
Because the most effective way to restrict the industrial development of other countries is dumping, not cutting off supply.
Think about it, if the United States eases restrictions on China's semiconductor market, who will choose Ascend, which is slightly behind?
It is precisely because of the lack of choice that Ascend can gain more market space and have the opportunity to improve its own ecosystem.
Some time ago, a practitioner appeared on the Internet to say that almost all first- and second-tier Internet manufacturers have increased their procurement of domestic alternative chips from Ascend.
This is equivalent to NVIDIA being forced to hand over the Chinese market, which not only hurts its software ecosystem that it has been cultivating for many years, but also accelerates the cultivation of Ascend's ecosystem.
From this point of view, the so-called "small courtyard and high walls" are not all bad, but leave crucial development space for domestic chip companies, including Huawei.
Write at the end:
has been restricted by the United States for more than 3 years, and in the end it is still listed as the strongest opponent by Nvidia, and Huawei can't wait to spread its hands and shout "I provoke whom".
But from the side, this also just proves Huawei's own strong competitiveness, after all, if you are a little-known little Karami, who will take it seriously. Kunpeng Project