As the world's two major AI battlefields, the Chinese market is one that NVIDIA cannot miss. In the past two years, it has launched two special graphics cards, H20 and H200, but the problems it faces are still complex. Whether NVIDIA's graphics cards can be bought or sold depends on the United States' approval. NVIDIA's lobbying work has been quite successful in the past two years, but this does not mean that there is no problem with U.S. approval and they can be sold domestically.
Even though the performance of H200 has been improved several times compared to the previous H20, many domestic companies are interested in buying it, but it is not easy to sell it successfully. There have been twists and turns recently. The latest progress is that production has restarted and orders from domestic customers have been received.
What does NVIDIA CEO Jen-Hsun Huang think of the dilemma of double ban on graphics cards? In an interview after the GTC conference,He said that he was not surprised that the graphics card was stuck. Of course, China wants to support its own technology stack.
He also praised the progress of the domestic technology industry, saying that during the period when they were forced to fade out of the market, the speed of Chinese industry was well known.Huawei has even achieved its best performance in history.There are also several AI chip companies in the process of IPO listing.
Huang Renxun also implicitly expressed his disapproval of US policies, saying that we need to take a longer-term view when thinking about US leadership. Some current practices are destroying the Great Wall and weakening the opportunity for leadership.
