Once, in the field of AI chips, NVIDIA was once at its peak, making a fortune in the Chinese market.

Who could have imagined that now, NVIDIA has suffered a major setback in the Chinese market and ended up completely withdrawing from it.

Recently, NVIDIA CEO Huang Renxun, unable to hide his helplessness, announced publicly: Affected by the continuous export control policies imposed by the United States, NVIDIA's share in the high-end AI chip market in China has dropped from 95% to 0%.

He did not hesitate to say that, given the current situation, NVIDIA has completely exited the Chinese market.

When mentioning this result, he also issued a heavy sigh and warning: "Policies that harm China will often hurt the United States more seriously."

It can only be said that NVIDIA has gone from almost monopolizing the Chinese market to completely withdrawing from it now.

This is entirely the result of the U.S. government's actions, a case of "seeking a hammer and getting hit by it," an inevitable "backfire" caused by the U.S. government using political means to distort market rules.

To curb China's technology, the United States has continuously strengthened controls, prohibiting NVIDIA from exporting high-end chips to China.

Later, after NVIDIA lobbied extensively and promised to pay 15% of its sales in China, the Trump administration finally agreed to restore its export license in July.

But what NVIDIA provided was a "cut-down version" of H20. In short, they wanted to make money from China but were afraid of letting China get truly useful products.

Therefore, this delayed "relaxation" did not allow NVIDIA to return to the Chinese market.

On one hand, NVIDIA was interviewed by Chinese authorities due to security vulnerabilities and was directly criticized for being "not environmentally friendly, not advanced, and not safe," causing a sudden drop in market trust.

The Chinese market is not so easy to fool. Who would dare to use a product with questionable safety?

On the other hand, China's chip self-reliance process is constantly accelerating and achieving results, and the performance of domestic chips is increasingly improving. The H20, which is performance-shrunk, has become even less valuable.

However, Huang Renxun emphasized that "the policies that harm China will more seriously harm the United States," is not about speaking on behalf of China, but rather because he genuinely felt the pain.

After all, the Chinese market has great potential. According to Huang Renxun's prediction, by 2026, the scale of China's artificial intelligence market is expected to exceed 50 billion US dollars.

For NVIDIA, such a large and promising market is undoubtedly a very attractive "delicacy."

But now, NVIDIA has completely lost the Chinese market.

In Huang Renxun's view, losing the Chinese market not only means missing out on a huge business opportunity for NVIDIA, but it may also affect tax revenue, employment, and economic growth in the United States.

Therefore, he still hopes that the U.S. government will change its policies so that NVIDIA has a chance to return to the Chinese market.

But at present, China's technology industry is steadily walking on the path of independent innovation.

Even if NVIDIA wants to return to the Chinese market, it is too late, and it is unlikely to regain its former dominant position.

It must be said that this is very ironic. The U.S. chip export control policy towards China was intended to curb China's technological development, but what happened?

From NVIDIA's experience, we can see that the U.S. "technological hegemony" has gone wrong, and finally, its own enterprises have paid the price, while accelerating China's independent technological rise.

In short, if the U.S. continues to hold the idea that "blockade equals victory," it will only make more companies like NVIDIA pay the cost for its hegemonic policies.

Today, in a globalized world, the global supply chain has already intertwined with each other. Relying on political means to forcibly cut it apart will ultimately hurt oneself, while China will be more determined to walk the path of independent development.

Original article: https://www.toutiao.com/article/7562275641425494582/

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