[Text/Observer Net Bear Excellent] Under the threat of export restrictions of the US government, the US science and technology giant is to ensure its dominant position in China,Earlier, it was planned to sell its low -performance artificial intelligence (AI) chips to Chinese buyers, but this "special version" product was cold in the Chinese market.
On February 21, local time, Jensen Huang, CEO of Nvidia, revealed in an interview with Reuters after publishing the companys fourth quarter financial report that Nvidia is currently providing customers with targets for customers to target customers.Two new AI chip samples in the Chinese market."We are testing with customers now, and they (two new AI chips) have complied with (US export control) regulations without permits, we are waiting for customers feedback."
" We look forward to ... competition for business, I hope we can successfully serve the market. "Huang Renxun revealed the news, and did not mention the specific name of the chip or customer, and Nvidia did not immediately respond to the placement.Comment on request.
Data Map: Huang Renxun, CEO of Nvidia
As early as October 2022, the US government will justA series of AI chip export restrictions have been implemented. Because Nvidia cannot provide the two AI processors, A100 and H100, to the Chinese market, it is specifically for A800 and H800 chips for the Chinese market to bypass the US governments regulation.Essence
At present, China is the third largest market for Nvidia, and sales account for one -fifth of Nvidias income.Nvidia provides underlying computing power for the development of AI, and there is almost no alternative in large model training. The companys previous A800 and H800 chips launched by the company are in short supply.
However, on October 17 last year, the US Department of Commerce released a series of new chip export restrictions, expanding the definition of advanced AI chips, and shipping to more than 40 countries to be transported to more than 40 countries.The chip products propose additional permit requirements to avoid resale to China.The introduction of this new restrictions means that the A800 and H800 chips are also included in the ban on sale.
The Chinese Ministry of Commerce spokesman Shu Jioting has previously responded that China has always been committed to promoting global economic and trade exchanges, supporting Chinese and American enterprises to carry out various types of legitimate business cooperation to achieve mutual benefit and win -win results.EssenceThe United States has repeatedly put the economic and trade scientific and technological issues pan -politicized and pan -security, abuse export control measures, and limits the trade investment in China. This is to force enterprises to abandon the Chinese market opportunities and give up cooperation and win -win opportunities.It will only destroy the order of international economic and trade order, stabilize the industrial chain and the supply chain, and does not meet the interests of all parties.
In November last year, according to the Hong Kong "South China Morning Post" and other reports, after the US government further tightened the restrictions on the export of high -end chips in China, Nvidia was exposed to plan to officially take effect in the new US new regulations in the month of the month.In the same way, three "customized" chips were launched for the Chinese market to replace the Chinese special -supply chip A800 and H800 affected by new regulations.
Reuters said that these three new products are called HGX H20, L20 PCLE and L2 PCLE, all of which are modified from the basic version of H100, including Nvidia for AI work for AI workMost of the latest features, but some computing power is cut to comply with new US rules.
It is worth noting that on January 7, local time, the Wall Street Journal reported that Nvidia had a low performance to the Chinese buyers in response to the export restrictions of the Bayeng government.AI chip, but the latest current status of Chinese buyers attitudes.
Since the United States prohibits the sale of high -performance AI chips to China in October last year, Nvidia engineers quickly designed new products to meet the tightening regulations, and some spiral may have been found.The room is facing a bigger problem: Chinese companies, including Nvidias largest customers in the world, are not so enthusiastic about buying these AI chips with reduced performance.
The Wall Street Journal stated that in the short term, the downgrade of Nvidia processors is narrowing the performance gap between it and Chinese local competition, increasing the attraction of Chinese manufactured chips to buyers to buyers.EssencePeople familiar with the matter said that Alibaba and Tencent are transferring some advanced semiconductor orders to local companies such as Huawei, and more dependence on their chips that they can develop internally.Essence
In addition, people familiar with the matter said that from the long run, considering that the US regulatory agency claims to review the export control of the chip regularIt is uncertain whether Nvidia has the ability to continue to supply them to them.Therefore, technology companies are adjusting their business strategies to prepare for reducing the use of Nvidia products in the future, so as to avoid constantly adjusting technology to adapt to the huge cost of new chips.
Affected by geopolitical tensions, Nvidia is facing a long -term risk of selling sales in China.The Wall Street Journal believes that Nvidias difficulty in obtaining a balance between the demands of and providing Chinese customers in the United States regulatory agency is increasing. The companys earlier versions of chips have not completed billions of dollars.Reuters also pointed out that after the US government expanded export control measures, Nvidias business in China was hit.
Even Huang Renxun acknowledged at the companys financial report conference call: "Last quarter, our business declined sharply because we ... stop shipped in the Chinese market."
Reuters is calculated based on Nvidias performance. As of the fourth fiscal quarter of January 28, Nvidias sales in the Chinese market, including Hong Kong, were $ 1.9 billionThis is equivalent to about 9%of the total sales, which is lower than 22%of the previous quarter. At that time, the companys sales were $ 4 billion.
"We expect that this quarter will be roughly the same. But after that, I hope that we can compete for our business and do our best to see the result."Huang Renxun said at a call conference call.
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