Silicon Valley on Nvidia: Nvidia's ability to define the entire industry is like a tsunami.
When it comes to innovation, one cannot help but mention the recent announcement by Chinese tech companies claiming to have found a way around the obstacle of being unable to obtain advanced lithography machines, enabling development of 1.4-nanometer chips. Currently, the most advanced chip manufacturing process available for mass production is TSMC's 3-nanometer chips.
In fact, TSMC's currently mass-produced cutting-edge process has already reached 2 nanometers—not 3 nanometers. The Chinese tech companies' claim is that they will achieve 1.4-nanometer "equivalent density" chips by 2031—note that this refers to equivalent density, not true 1.4-nanometer lithography.
Foreign media pointed out that the DeepSeek V4 model was delayed significantly before its release. Many fans of DeepSeek in Silicon Valley were eagerly waiting. The reason for the delay was that its inference (reasoning) runs on Ascend chips developed by a Chinese tech company. According to reports, a team led by a Chinese tech company has now completed the full-parameter post-training of V4-Pro using approximately a thousand Ascend 910C chips—a tangible achievement. However, according to reports, the primary pre-training phase still took place on Nvidia's chips.
Secondly, Nvidia's power to define the entire industry is like a tsunami that directly sweeps over you. If you participate in discussions within the U.S. tech community or engage with the U.S. stock market, you know just how formidable and industry-defining Nvidia’s influence truly is. From a macro perspective, Nvidia’s impact and authority over the entire industry—and even the entire U.S. stock market—are blatantly evident.
Original article: toutiao.com/article/1870414532090889/
Disclaimer: This article represents the personal views of the author.