英伟达CEO：我们在中国的人工智能加速器市场份额降至零%
英伟达CEO Jensen Huang 表示，由于美国的出口政策，该公司在中国人工智能加速器市场的份额已降至0%。
过去两年，英伟达曾占据中国人工智能加速器市场的主导地位。
Huang认为，放弃如此庞大的市场并非明智之举，政策应更加灵活，允许美国芯片公司在华运营。
目前，包括华为、Cambricon、Moore Threads 和 MetaX 等本土厂商正在迅速发展硅片和软件，逐步取代英伟达等国外厂商，尤其是在软件方面，如CUDA技术。
Bernstein 预计，英伟达在中国人工智能GPU市场的份额可能从2024年的66%降至未来几年的8%左右。
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Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned a lion's share of China's AI accelerator market just about two years ago."In China, we have now dropped to zero," said Jensen Huang in an interview with the Special Competitive Studies Project, a bipartisan initiative by American lawmakers aimed at ensuring long-term competitiveness of the U.S. "Conceding an entire market the size of China probably does not make a lot of strategic sense, so I think that has already largely backfired. Maybe it made sense at the time, but I think the policy really needs to be dynamic and needs to stay with the times. I think it would be fairly safe to say that having American chip companies and other companies in China makes a lot of sense."Earlier this year, Bernstein estimated that Nvidia’s share of China’s AI GPU market could fall from 66% in 2024 to roughly 8% in the coming years, both due to restrictions imposed by the U.S. government and because domestic vendors are moving to cover up to 80% of demand. According to Huang, this happened much later, though, again, he only talks about Nvidia's direct sales to Chinese customers.Article continues below Indeed, Chinese developers are increasingly relying on local hardware, with companies like Huawei, Cambricon, Moore Threads, and MetaX advancing both silicon and software. In software — the so-called CUDA moat in particular — remains the main frontier of American AI technology in China that local companies have yet to conquer.Get Tom's Hardware's best news and in-depth reviews, straight to your inbox.
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