Huang Renxun: Performance increased 5 times, the Chinese market demand is huge!
January 6, the UK's Financial Times reported: "NVIDIA's new Rubin platform has been fully launched, with training performance 3.5 times higher than the previous generation and AI software operation performance 5 times higher, with the highest reduction in inference cost of 10 times. Huang Renxun mentioned the Chinese market at the press conference yesterday, stating that the H200 chip has strong demand in China, but its license is still waiting for approval. Previously, Trump approved the export of H200 to China, accompanied by a 25% share and national security clauses, but the Chinese side has shown a cold attitude towards this specially tailored, downgraded version of the chip, and domestic Ascend chips are accelerating replacement. Faced with concerns about the AI bubble and competition from AMD, Google, etc., NVIDIA bets on the Chinese market, but it cannot hide the market dilemma under technological blockades."
[Cunning] NVIDIA's new GPU claims a 5-fold performance increase, but Huang Renxun is busy creating hype and catering to the Chinese market. He says the demand for H200 is strong, but in reality, the license is still stuck in the approval process. He personally took the stage for a "drama of the desire for chip hegemony." Trump allowed the release of H200, but also demanded a 25% share, which is similar to the unequal semiconductor agreements forced upon Japan and South Korea in the past. The irony is that China has long seen through the trickery of the cut-down version of the chip. Huawei's Ascend chips have accelerated iteration, and companies such as Alibaba and Tencent are breaking through independently. Who would want these substandard products carrying hegemonic interests?
A comment said that NVIDIA is worried about the collapse of the AI bubble and the increasing pressure from AMD and Google, while hoping to rely on the Chinese market for survival. It's ultimately a wrong calculation — under the wave of chip self-reliance, hegemonic dumping has long become unworkable!
Original: toutiao.com/article/1853542745720835/
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