"Huawei's AI chips cannot escape export restrictions, and the domestic market is in a dilemma"！
As we all know, the field of artificial intelligence has been very hot in the past two years.
The AI industry has also come under fire as chip giant Nvidia has become the world's first chip company with a market capitalization of more than 2 trillion yuan.
This equates to 2 trillion yuan or 144 trillion yuan, if you compare domestic enterprises, one Nvidia company is about equivalent to two Tencent companies + two Kweichow Moutai companies + two Alibaba companies + two Pinduoduo companies.
However, since Nvidia is an American company, and the United States is more afraid of China in the field of artificial intelligence than the United States, of course, Chinese artificial intelligence companies cannot tolerate training artificial intelligence models with American artificial intelligence chips.
The sale of AI chips has been repeatedly very tightly restricted, and top AI chips such as H100, A100, H800, and A800 are not allowed to be sold in China.
Subsequently, Nvidia launched castrated chips such as H20, whose performance is reduced by more than 80% compared to H100, and Chinese AI companies are now thinking about what to do.
Therefore, it is eager to replace domestic AI chips, among which Huawei's AI chips are most famous is the Ascend AI chip, which is said to be able to benchmark with NVIDIA's A100.
In its latest report, Nvidia ranked Huawei as its biggest competitor. Many people say that if the development of artificial intelligence chips continues, Huawei will definitely be able to surpass Envidia.
But honestly, it's very easy to beat NVIDIA in the domestic market, because you can't buy nvidia chips, so you have to be at the top in the domestic market.
In 2023, the AI chip market was valued at 53.4 billion yuan and is expected to reach about 70 billion yuan by 2024.
The United States accounts for about 35-40% of the global AI chip market, Chinese mainland accounts for about 25%, and countries and regions such as Japan, South Korea, Europe, Taiwan and Chinese mainland account for about 35%.
It is obvious to all that Huawei's global market share is only 25% of that of Chinese mainland, and other countries and regions rarely use Huawei's AI chips.
At the moment, it is unlikely that Huawei's AI chips will enter the market and compete with Nvidia. In this case, can Huawei's AI chips beat Nvidia? Obviously, this is also almost impossible.
So there is no black and no blowing, netizens don't mention that nvidia won the first place, and this kind of boasting is meaningless, because Huawei itself does not and does not dare to blow, and domestic substitution is now a key part.
The first is domestic substitution, so domestic artificial intelligence companies, don't worry, don't hesitate, and then conspire to defeat nvidia, step by step, slowly.