Huawei is a major competitor in the AI space.
Nvidia submitted an annual report to the U.S. Securities and Exchange Commission on February 21, in which it listed for the first time as a serious competitor in many industries, including AI chips.
*: Nvidia, Inc., Nvidia
After Nvidia released its annual financial report, its market share increased by 277 billion yuan in one day, to 196 trillion. According to Nvidia, the company has five competitors in artificial intelligence, and in these five areas, including graphics processors, CPUs, networks, etc., are its biggest competitors.
At the Feb. 21 earnings conference, Nvidia CEO Jensen Huang said that in order to protect its market share in China, the company has begun to deliver two of the most advanced AI chips to Chinese customers without special authorization.
According to Reuters, from November to January, Nvidia's revenue in China was only 19 billion yuan, about 9%, down from 4 billion and 22% in the previous quarter, largely because the United States imposed export controls on artificial intelligence chips from October 2023.
Appendix: Biochemical ** statistics.
Thanks to Chip Guru, reports by NVIDIA"Special Edition"will not be available for sale and HWASCEND910B has been removed from this marketplace! In the world of intelligent training, the HWASCEND910B is an alternative to NVIDIA.
Earlier, an insider of the AI company said that Nvidia and its ** merchants are interested in it"Loss of confidence"Because it only has one year, because of the laws and regulations it faces and the possible business dangers, and its merchants have begun to have a negative understanding of its merchants and its chains"Loss of confidence"。Currently, domestic first- and second-tier network companies are increasing their purchases of domestic alternatives such as Rise Computing graphics cards.
Nvidia says that with the rapid change of technology and the evolution of industry standards, its product market is full of high competitiveness. It is expected that existing and new entrants will be able to produce products that may be sold at a lower price than our products or that are more effective than our products, and we do not have this service.
Correspondingly, it provides or intends to provide AI acceleration chips such as GPU, CPU, DPU, and embedded system chips, and provides high-performance semiconductor interconnection devices.
Source: nvidia file.
Chip Guru moved one of Nvidia's documents to a document that listed several of its main competitors.
1.Software and hardware providers with in-house and integrated graphics processors, custom chips, and other fast computing methods, such as AMD, HW, Intel, etc.;
Alibaba, Alphabet, Amazon, BGI, Microsoft and other large cloud computing service providers have their own R&D teams, and they integrate acceleration or AI computing functions in their solutions or platforms;
3.The processor manufacturers of the ARM series, including Amazon, HW, Microsoft and other companies, are either their own products or their own products;
4.Software and hardware vendors, such as Ambarella, Broadcom, Intel, Qualcomm, Renesas, and Samsung, are SoC manufacturers in the fields of servers, embedded cars, driverless cars, and game consoles; Or companies like Tesla, where they have their own R&D teams dedicated to the development of SoCs for their own products and services;
5.Networking products, consisting of switches, network adapters containing DPUs, and cable solutions containing optical fiber components, such as AMD, Arista Networking, Broadcom, Cisco, HP Enterprise, HW, Intel, Lumentum, Memonics, etc., as well as some system providers, or some large cloud computing companies.