Nvidia 'Preparing For The Worst' As The Chipmaker Reportedly Cuts Prices Of Its Flagship AI Chips In China Amid Intensifying Competition From Huawei
Nvidia 'Preparing For The Worst' As The Chipmaker Reportedly Cuts Prices Of Its Flagship AI Chips In China Amid Intensifying Competition From Huawei
In a bid to compete with Chinese tech giant Huawei, NVIDIA Corp (NASDAQ:NVDA) has reportedly slashed the prices of its most advanced AI chips in China.
據報道，爲了與中國科技巨頭華爲競爭，英偉達公司（納斯達克股票代碼：NVDA）下調了其在中國最先進的人工智能芯片的價格。
What Happened: The price of Nvidia's H20 chip, designed specifically for the Chinese market, has been reduced due to an oversupply, Reuters reported on Friday, citing sources familiar with the matter.
發生了什麼：路透社週五援引知情人士的話報道，由於供過於求，Nvidia專爲中國市場設計的H20芯片的價格有所下降。
The H20 chip is now being sold at a discount of over 10% compared to Huawei's Ascend 910B, the most powerful AI chip from a Chinese company.
與華爲的Ascend 910B相比，H20芯片現在的折扣超過10％，後者是中國公司最強大的Ascend 910B。
The price cut highlights the challenges faced by Nvidia's China business, including U.S. sanctions on AI chip exports and increased competition. These factors have cast a shadow over the company's future in a market that contributed 17% of its revenue for fiscal 2024.
降價凸顯了英偉達中國業務面臨的挑戰，包括美國對人工智能芯片出口的制裁和競爭加劇。這些因素給該公司在2024財年貢獻了17％的收入的市場中的未來蒙上了陰影。
Despite the challenges, Nvidia introduced three chips tailored for the Chinese market late last year, after U.S. sanctions prevented it from exporting its most advanced semiconductors.
儘管面臨挑戰，但英偉達去年年底推出了三款專爲中國市場量身定製的芯片，此前美國的制裁使其無法出口最先進的半導體。
"Nvidia is walking a fine line and working on a balancing act between maintaining the Chinese market and navigating U.S. tensions," said Hebe Chen, a market analyst at IG. "Nvidia is definitely preparing for the worst in the long term."
IG的市場分析師Hebe Chen表示：“英偉達正在走一條細線，努力在維持中國市場和應對美國緊張局勢之間取得平衡。”“從長遠來看，Nvidia肯定在爲最壞的情況做準備。”
"Our data centre revenue in China is down significantly from the level prior to the imposition of the new export control restrictions in October," said CFO Colette Kress during Nvidia's first quarter earnings on Wednesday. "We expect the market in China to remain very competitive going forward."
首席財務官科萊特·克雷斯在週三的英偉達第一季度業績中表示：“我們在中國的數據中心收入較10月份實施新的出口管制限制措施之前的水平大幅下降。”“我們預計中國市場未來將保持極強的競爭力。”
Nvidia did not immediately respond to Benzinga's request for comment.
英偉達沒有立即回應本辛加的置評請求。
Why It Matters: The price cut by Nvidia comes at a time when China is urging tech giants to shift away from foreign chip makers and boost domestic AI chip purchases. This move is part of China's efforts to reduce its reliance on foreign technology.
爲何重要：英偉達降價之際，中國正在敦促科技巨頭遠離外國芯片製造商，增加國內人工智能芯片的購買。此舉是中國減少對外國技術依賴的努力的一部分。
Earlier in April, both Intel and Nvidia revealed new products for China and adapted their AI chip strategies in response to U.S. sanctions. China had criticized the U.S. chip export rules, which were impacting companies like Nvidia and AMD.
4月初，英特爾和英偉達都發布了針對中國的新產品，並調整了其人工智能芯片策略以應對美國的制裁。中國曾批評美國的芯片出口規則，這些規定影響了Nvidia和AMD等公司。
Despite the U.S. imposing a ban on such technology, Chinese entities reportedly acquired high-end Nvidia chips. The chips were obtained through third-party vendors and were embedded in servers made by Super Micro Computer Inc, Dell Technologies Inc, and Gigabyte Technology Co Ltd.
儘管美國對此類技術實施了禁令，但據報道，中國實體還是收購了高端英偉達芯片。這些芯片是通過第三方供應商獲得的，並嵌入在超級微電腦公司、戴爾科技公司和技嘉科技有限公司製造的服務器中。
Image Via Shutterstock
圖片來自 Shutterstock
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
這個故事是使用 Benzinga Neuro 創作的，由 Kaustubh Bagalkote 編輯