Nvidia 中國 AI 市場策略轉變
英偉達（Nvidia）行政總裁黃仁勳近日宣布，公司將終止Hopper H20芯片鏈的生產，受美國出口限制影響，該決定標誌著英偉達在中國市場的策略出現重大轉變。黃仁勳表示，英偉達將轉向Blackwell架構，以維持其在中國市場的參與度。
英偉達在中國市場的銷售額佔公司總銷售額的13%，相當於2025年1月結束的財政年度的17億美元。美國政府最近實施的限制措施嚴重影響了英偉達向中國銷售Hopper H20芯片的能力，這是目前中國市場上唯一有效的AI芯片。黃仁勳的宣告意味著英偉達無法對Hopper芯片鏈進行進一步改動，這限制了中國等先進AI技術實體對英偉達市場前景的評估。
據Nikkei Asia報道，英偉達計劃推出新的Hopper芯片，但它不會是主要的選擇。相反，英偉達將推出Blackwell架構，預計將採用GDDR7內存，而不是HBM，以消除國內競爭對手如華為的性能限制，維持英偉達的競爭優勢。
面對國內廠商競爭
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英偉達面臨著兩大挑戰。首先，國內中國AI公司正在迅速採用國內選項來替代英偉達芯片。其次，出口限制和關稅等監管措施可能會阻礙創新並減緩英偉達進入市場的步伐。儘管面臨這些障礙，英偉達不太可能完全退出中國市場，因為中國市場仍然是公司的重要收入來源。
公司專注於為中國市場定制芯片，反映出其維持市場份額的承諾。Blackwell能否應對中國競爭對手並滿足對先進AI技術的日益增長的需求？未來幾個月將是英偉達的關鍵時期，公司需要解決這些問題並保持其在全球AI市場的主導地位。
作為編輯，我認為英偉達的策略轉變是中國市場競爭激烈和監管環境複雜的反映。公司需要不斷創新和適應市場變化，才能在中國市場保持競爭優勢。同時，國內廠商的崛起也對英偉達提出了挑戰，未來市場競爭將更加激烈。
此外，我也注意到，英偉達的策略轉變可能會對全球AI產業產生影響。隨著中國市場的不斷增長，英偉達的策略調整可能會影響全球AI產業的格局。未來，英偉達需要繼續關注市場變化和監管環境的變化，以確保其在全球AI市場的競爭優勢。
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