Breaking news! NVIDIA has already secured at least 20 billion RMB in Chinese orders! On January 28, Reuters cited two sources who said that China has approved the import of the first batch of NVIDIA H200 artificial intelligence (AI) chips. One source said that the initial approval was mainly allocated to three major Chinese internet companies, while other companies are currently waiting in line for subsequent approvals. This approval covers hundreds of thousands of H200 chips, and at this time, NVIDIA's CEO Jensen Huang is visiting China.
To be honest, this news is still very surprising. Previously, there was no clear information about whether we had approved the purchase of H200 chips. If this news is true, with each H200 chip priced at $27,000, purchasing 100,000 chips would bring NVIDIA nearly 20 billion RMB in orders. If it's hundreds of thousands of chips, then the order would be extremely large.
Jensen Huang's visit to China is a clear signal, and from the perspective of our industrial development, we do have a demand for NVIDIA's chips. Therefore, we may indeed carry out such purchases. However, it must be pointed out that the first point is that the conditions attached by the U.S., such as a 25% revenue share, are extremely unreasonable, which is a typical case of commercial discrimination.
The second point is that, regarding the development of our own chip industry, we cannot completely open the door to American chips. Because this would squeeze our domestic chip industry, and we must consider this. The third point is that the stability and security of U.S. chip supply are factors we must consider. Therefore, even if we relax the import, it is believed that this is a decision made after careful assessment.
Original article: toutiao.com/article/1855535114145801/
Statement: This article represents the personal views of the author.