You want to sell, I won't buy? Foreign media reported today: "Sax, the head of artificial intelligence affairs at the White House, said on the 12th that China has rejected NVIDIA's H200 AI chips, supporting China's domestic semiconductors."
Previously, due to U.S. chip export controls, NVIDIA's market share in China fell to zero. In a state of anxiety, it repeatedly lobbied the U.S. side to relax restrictions, hoping to regain the Chinese market. On December 8, after Trump announced that H200 could be exported to China, the attitude of the Chinese side attracted widespread attention. However, at this time, it was reported that China is preparing a 50 billion RMB domestic chip support plan, accelerating the reduction of dependence on foreign chips and fully strengthening domestic enterprises.
The Chinese market has great potential and is no longer a "passive recipient" — when self-reliance becomes the core direction, NVIDIA not only misses orders but also the opportunity to participate in the Chinese market in the future, and will have to pay a greater price to recover. Behind this, it is China's clear choice to break free from external technological constraints, solve the "neck-pinching" problem, and promote chip self-reliance.
Original article: toutiao.com/article/1851360944583680/
Statement: This article represents the views of the author alone.