Huang Renxun made bold statements at the analyst meeting. Faced with the challenge of self-developed AI chips from major customers, he did not feel threatened at all. At an analyst meeting in Paris this week, Huang made no secret of his confidence. Faced with the challenge of major customers such as Amazon AWS, Microsoft and OpenAI launching self-developed chip plans, the head of Nvidia gave an almost provocative response:Nvidia's technology advances so quickly that most customer companies will eventually abandon their own chip projects.
He said: "If it were so easy to make AI chips, my God, I don't know why I would work so hard."
Plan to open up network technology to seize a bigger pie
What’s even more intriguing is that Huang Renxun revealed that Nvidia is implementing a strategy——It no longer binds network technology to its own chips for exclusive sale, but opens it up to customers including competitors.
Behind this change is the proactive demand for cooperation from some customers - they said that if they can use Nvidia's network technology to connect their own chips and Nvidia's GPUs, they are willing to "let all other equipment be purchased from Nvidia."
Huang Renxun made no secret of his optimism for this strategy, calling it a "super smart strategy."
Analysts pointed out that this move will not only expand Nvidia's market share, but may also further deepen customers' dependence on Nvidia products through ecological lock-in.