Kunpeng Project
China's AI chips are accelerating localization, and Nvidia will face a crisis?
According to the Ministry of Industry and Information Technology (MIIT), by 2023, the scale of Chinese's artificial intelligence industry has reached 500 billion yuan, with more than 4,400 artificial intelligence enterprises, and by 2030, the size of the artificial intelligence industry will exceed 1 billion people, and it is expected to reach 2 billion by 2035.
But behind such a huge artificial intelligence industry, previously mainly relying on Nvidia chips, data for the first half of 2023 show that in the Chinese artificial intelligence chip market, Nvidia chips occupy about 90% of the market share.
However, it is also obvious that due to the export control of the United States, NVIDIA's chip procurement has become difficult to buy, and what can be bought is a special edition chip that has been virtualized again and again, and the ** chain is facing major hidden dangers.
That's why Japan** recently claimed that big companies in Chinese's artificial intelligence (AI) space are now stepping up efforts to shift their AI chips to China to prevent their own business from being affected.
Huawei is followed by Haiguang, which will start in the fall of 2023** the new AI chip, Deep Computing II, which could also partially replace Nvidia's AI chip.
In addition to Huawei and Haiguang, the emerging Moore Silk and Avoidance are all gearing up to grab a piece of the pie in the artificial intelligence chip market and become one of the best people in NVIDIA.
But in reality, it is not easy for these companies to replace Nvidia.
On the one hand, NVIDIA can use all of TSMC's processes, including the most advanced 3nm, etc., but some domestic manufacturers cannot use TSMC's advanced processes due to sanctions, and can only use the most backward processes, in which case, the performance will be relatively poor.
However, whether it can be replaced, domestic chips must be able to overcome, if the localization of artificial intelligence chips stagnates, the technological gap with the United States and other countries will widen, the performance of artificial intelligence will lag behind, to a certain extent, how far domestic artificial intelligence chips can go, will affect the future of Chinese's artificial intelligence industry, we have no need to retreat.