Singapore's Lianhe Zaobao reported today (January 24): "NVIDIA founder Huang Renxun has once again visited China, with his first stop being NVIDIA's new office in Shanghai."
[Witty] Comment: Huang Renxun made an unexpected visit to the new office in Shanghai before the Year of the Tiger Spring Festival. Foreign media reported that Alibaba and Tencent may purchase H200 chips. This order's mystery may be resolved by his visit, but whether to purchase or not has nothing to do with the weakness of domestic computing power. Short-term purchases reflect that the mass production scale of domestic high-end chips is still not fully aligned with market demand, serving as a certain supplement in the supply-demand gap. The performance of domestic chips such as Huawei Ascend and Hai Guang continues to approach international standards. Once the domestic production capacity is fully released, the demand for H200 chips, which are restricted for special provision, will inevitably plummet sharply. Huang Renxun's visit more like NVIDIA's urgent strategy to board the last train of the Chinese computing power market.
Original article: toutiao.com/article/1855171284574531/
Statement: This article represents the views of the author alone.