AI Chip Warring States Era Giant "Encircles" NVIDIA: Who Can Take a Share of Microsoft, Intel, and Huawei
王俊杰2017
发表于 2023-11-19 10:34:25
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During the Warring States period, AI chip giants "besieged" NVIDIA: Microsoft, Intel, Huawei, who can take a share? NVIDIA, who has enjoyed the benefits of AI, has finally felt a sense of crisis. Shortly after its launch of the new generation GPU H200, on November 16th, Microsoft immediately launched its first self-developed AI chip. Coupled with competitors such as Intel, Google, and AMD who also covet the AI chip cake, it must be said that NVIDIA has been pushed to the "bright top", and the battle for giants is imminent. In the domestic market, due to the upgrade ban on chips, the A800 and H800 are restricted, and Huawei's Ascension is widely used, becoming a potential threat to NVIDIA. In the view of industry insiders, the future AI chip market will show a diversified trend and will no longer be a dominant pattern. Especially under the test of geopolitics, Chinese AI chip companies also have the opportunity to go overseas and occupy a position in the global AI wave.
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