NVIDIA pushes AI chips to counter Chinese chips.
Nvidia founder and CEO Jensen Huang gave an exclusive interview to reporters some time ago, he said that due to the "shutdown in China", the company's revenue will decline in the first quarter of next year, and in order to ensure China's revenue, the company will launch two artificial intelligence chips in China.
That's right, Nvidia is a Chinese semiconductor company from China, it said that the AI chips it produces are comparable to Nvidia's AI processor A100, and has received 5,000 sets of orders, with a total amount of 500 million, making important progress in the domestic AI field.
China's AI chip companies began to develop AI chips as early as a few years ago, but because of NVIDIA's CUDA technology, domestic manufacturers could not use it, that is, last year, the United States ** tightened the requirements for AI chips again.
First, the U.S. banned Nvidia from selling its own A800 and H800 chips to Chinese companies, both of which have had their power consumption cut. At the end of last year, the United States approved Nvidia to sell A800 and H800 chips to Chinese companies, so Nvidia can only cut 80% of the AI chips it produces and only use China's H20, which is expensive.
However, when the performance of domestic AI chips is much stronger than that of H20, but the cost is not much different from H20, some local companies still choose to buy domestic AI chips in large quantities, resulting in a significant decline in NVIDIA's revenue in China, and also highlighting the share of domestic AI chips in China.
In the field of AI chips, China accounts for nearly 7 billion to 10 billion yuan of NVIDIA's revenue, which is 1 4 of its total revenue. Because Nvidia is regulated by the United States, the price of chips to China is extremely high, and its profits are expected to be higher than that of Nvidia in the United States, so Nvidia is very cautious about China.
The United States said that if the export of AI chips is restricted, it will affect China's artificial intelligence technology, but China has companies such as Nvidia, including China's AI chip companies, which have broken many gaps in chip production, demonstrating China's strong foundation in chips and can quickly achieve major breakthroughs in science and technology.
Nvidia's founder Jensen Huang mentioned in his speech that in the United States, Intel (Intel) and AMD (AMD) and other companies can bring huge challenges to Nvidia, and also mentioned that a Chinese AI chip company, Huang's status can be compared to Intel and AMD, while Nvidia is considered to be interested in acquiring a Chinese semiconductor company.
In fact, China's semiconductor companies not only have a relationship with NVIDIA, but also compete in the server chips of Intel, AMD and other companies, and in terms of mobile chips, it is a direct competitor of Qualcomm, so there is a huge gap between China's semiconductor companies and American semiconductor companies in many aspects.
Now Huang personally confirmed that Chinese AI chips will replace Nvidia's chips in large numbers, resulting in a decline in Nvidia's China revenue, thus forcing Nvidia to adapt to the Chinese market with two AI chips, showing that Nvidia does feel a real threat from Chinese AI chips, which is completely different from the United States' claim that China cannot leave American AI chips.