In the critical year of 2024, global semiconductor giant Nvidia is expected to deliver more than 1 million H20 AI chips, which is not only an affirmation of NVIDIA's technical strength, but also a strong response to the global AI chip market demand. This move indicates the further expansion and deepening of NVIDIA in the global AI field.
A catalyst for market change
According to the Financial Times, Nvidia's H20 AI chip is a "special" version customized for the Chinese market to comply with new U.S. export control rules. This strategic adjustment not only reflects NVIDIA's sensitivity and adaptability to changes in the global market, but also shows its flexible layout in the global technology competition.
Each H20 chip sells for more than $12,000 and is expected to generate more than $12 billion in sales for Nvidia, according to the report. This figure is expected to surpass the $10.3 billion revenue generated by NVIDIA's entire China business in the last fiscal year, showing the huge market potential and commercial value of H20 chips.
Figure: Foreign media predict that in 2024, Nvidia will deliver more than 1 million H20 AI chips for China
The dual benefits of technology and compliance
The launch of the H20 AI chip is NVIDIA's market strategy with the dual advantages of technology and compliance. Although the H20 is a reduction in performance compared to the H100, it still has a significant market advantage, supported by memory capacity and the NVIDIA ecosystem. Especially in terms of large language model inference, H20 is more than 20% faster than H100, and this performance advantage is particularly important in the case of insufficient supply of domestic AI chips.
NVIDIA's strategy for the China market
Nvidia CEO Jensen Huang has said that despite the technical and competitive constraints faced by the company's business in the Chinese market, Nvidia will do its best to serve customers in the Chinese market. The launch of the H20 chip is part of NVIDIA's strategy in the Chinese market, which aims to meet the needs of Chinese customers while responding to increasingly fierce market competition.
Conclusions and prospects
In 2024, Nvidia will deliver more than 1 million H20 AI chips, and Nvidia has not responded to this prediction, but behind this incident, it is not difficult to see that this is not only the embodiment of Nvidia's technological innovation and market strategy, but also a landmark event under the Sino-US technology game. With the rapid development of global AI technology and the continuous expansion of application fields, the successful delivery and market performance of H20 chips will add new weight to NVIDIA's competition in the global AI chip market.
In the future, we look forward to seeing how NVIDIA continues to drive technological innovation to meet market needs while complying with export controls." The success of the H20 chip will open a new chapter for NVIDIA in the competition in the global AI chip market and provide a more powerful impetus for the development and application of global AI technology.
