In an interview with global media, Nvidia CEO Huang Renxun stressed the importance of the Chinese market, saying, "We are going all out to maximize Nvidia's business in China.。To this end, we have launched L20 and H20 chips for the Chinese market, ensuring that these chips fully meet the specific needs of the Chinese market。In addition, Huang Renxun also mentioned: "Many parts of our chips are produced in China, which is similar to the complexity of the global automotive supply chain."。The globalization of the supply chain is a complex and difficult to break the network, we know this。"

On the afternoon of March 18th, American time, the Nvidia 2024GTC conference opened in San Jose, California。Nvidia's founder Huang Renxun announced that Nvidia's next-generation smart car chip Thor has reached a partnership with three Chinese automakers。Nvidia's next-generation automotive smart chip DRIVE Thor is specially designed for Transformer engines and will be adopted by BYD。GAC Aean's Hobo brand also announced that the next generation of L4-class autonomous vehicles will use DRIVE Thor chips, and plans to start mass production in 2025。In addition, Xiaopeng will also adopt DRIVE Thor as the AI brain of its next-generation models.。

According to German media reports, the U.S. chip giant Nvidia in this week's filing to the U.S. Securities and Exchange Commission, including AI chips and other categories, for the first time identified Huawei as the "biggest competitor."。Other competitors mentioned by Nvidia include Intel, Supermicro, Broadcom, Qualcomm, Amazon and Microsoft.。According to the report, it is worth noting that Chinese tech giants such as Baidu, Tencent and Alibaba have long been important customers of Nvidia in the past, but it has been reported that Baidu has turned to Huawei to place orders, suggesting that Chinese companies have begun to move away from their dependence on U.S. technology amid increasing U.S. export controls to China.。

According to media reports, Nvidia's H20 series of AI chips designed for the Chinese market has begun to accept pre-orders from dealers, and the pricing is almost the same as that of the domestic Huawei Ascend 910B, but the FP32 performance in some key areas is not as good as Huawei's products, but H20 seems to have an advantage over the 910B in terms of interconnection speed.。According to the report, Nvidia has set H20's China channel pricing at $12,000 to $15,000 in recent weeks (currently about 86280 to 10.80 thousand yuan) between。

The U.S. issued new rules in October to prevent Nvidia from selling cutting-edge artificial intelligence (AI) chips to China, but Nvidia quickly developed special chips for China.。However, according to people familiar with the matter, since November last year, Alibaba Group, Tencent and other large Chinese cloud computing companies have been testing NVIDIA's special chip samples。They have indicated to Nvidia that the number of chips ordered from Nvidia this year will be far less than the previously planned purchase of the already banned Nvidia high-performance chips.。People familiar with the matter said that Ali and Tencent are shifting some advanced semiconductor orders to local companies and relying more on chips developed in-house.。Baidu, byte beat is the same