No wonder Huang Renhong is in a hurry. Chinese enterprises are increasingly using domestic chips, and the White House has completely miscalculated!
According to a report by the Financial Times on the 30th, facing the acceleration of China's major tech giants such as Alibaba, Tencent, and Baidu towards domestic chips. The report clearly pointed out that these companies are actively testing local chips as alternatives to NVIDIA to meet the growing demand in the domestic AI field.
What shocked the European and American chip industry was that Huawei is fully accelerating the development of its next-generation AI processor, the Ascend 910D. Multiple sources indicate that the design goal of this chip is directly aimed at replacing NVIDIA products, with expected performance even surpassing NVIDIA's current flagship product, the H100.
The Chinese market is huge. If domestic chips take the mainstream position, then NVIDIA will lose its monopoly status.
This trend has made Jensen Huang, CEO of NVIDIA who is thousands of miles away across the ocean, restless. On May 28th, he issued a warning during an emergency conference call with analysts: the sales restriction policy to China is "seriously weakening America's position." He bluntly pointed out that no matter whether America provides chips or not, China's AI industry will continue to advance steadily.
History has repeatedly proven that true technological innovation cannot be blocked by walls. The chip barriers built by the United States under the name of security will ultimately be shattered by the independent innovation power of China's tech enterprises. When Chinese enterprises firmly embark on the journey of domestic chips, the carefully planned strategy of the White House will ultimately underestimate the reshaping power of self-reliance and self-strengthening in science and technology for a country's core competitiveness.
Original Source: https://www.toutiao.com/article/1833536535935124/
Disclaimer: This article represents the personal views of the author.