February 23 news, with the wave of artificial intelligence, sent a very frustrated performance. Of course, there are more playful places behind it.
Nvidia executives stated at the performance briefing that Chinas fourth quarter of China occupies a single -digit percentage in the companys data center revenue. It is expected that the next fiscal season will remain similar in the next fiscal quarterIn the range.
Except for China, the companys data centers from all other regions have grown strongly.Data show that in the past fiscal season, Nvidia contributed about 20%-25%of data center business income from restricted countries and regions such as China.
If there are no other factors restrictions, then Nvidias current performance may be even better.
Even so, it is difficult for Nvidia to abandon the Chinese market.Huang Renxun said that Nvidia has begun to provide customers with two AI chip samples for the Chinese market.
At the call with analysts, Huang Renxun said that data center revenue is still affected by new US export regulations.In this regard, Nvidia has plans to launch a special chip version of the Chinese market.
From the details of the previous exposure, the performance of the AI chip special in China can shrink by 80%. Many domestic manufacturers are not very cold about this ...
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