NVIDIA CEO Jensen Huang announced that their market share in China has dropped to 0… We’re losing ten times more than our rivals! 英偉達總裁黃仁勛宣布，他們在中國的市場份額已經降到0了…我們殺敵一百自損一千!

On October 16, Huang explicitly stated that due to U.S. export controls, NVIDIA has completely exited the Chinese market.

Their market share, which was once 95%, vanished in an instant!

This news has stunned the tech industry. Who would have thought that NVIDIA, once a dominant force in China’s AI chip market, would now be completely locked out?

In the past, when it came to AI training, NVIDIA’s GPUs were highly sought-after. Models like the H100 were so popular that their prices skyrocketed to hundreds of thousands, with many companies lining up to buy them.

But when the U.S. imposed a ban on selling advanced chips, NVIDIA had no choice but to quickly launch a “tailored” H20 version, hoping to continue selling in China in a different way.

And the result? The H20 was discontinued just 48 days after its release. It was also discovered to have firmware “backdoors” that automatically connected to overseas servers, posing significant security risks. On top of that, NVIDIA is now facing an antitrust investigation in China. It’s one problem after another for them.

Huang is genuinely frustrated now. He has publicly complained that U.S. policies aimed at hurting China often end up hurting the U.S. even more.

And he’s right. The U.S. tried to stifle China, but in the process, they cut off NVIDIA’s lucrative business in China—a $17 billion annual market, gone just like that.

But on our end, we’re not worried. Domestic chips like Huawei’s Ascend and Cambricon are already developing rapidly. The share of domestic computing power in data centers has surpassed 40% and is growing fast.

Before, we had no choice but to buy NVIDIA’s chips. Now, we have our own high-quality chips, so there’s no need to rely on them. The more the U.S. tries to block us, the faster we develop!

They, on the other hand, have lost their largest market—and there’s none bigger than that.

就在10月16日，黃仁勛親口說，因為美國的出口管制，英偉達已經100%退出中國市場了。

份額從原來的95%一下子就沒了！

這消息一出來，科技圈都震驚了。誰能想到，以前在中國AI芯片市場呼風喚雨的英偉達，現在連中國市場的門都進不去了呢？

以前咱們搞AI訓練，英偉達的顯卡那可是搶手貨，像H100這種，價格被炒到幾十萬，好多公司都排隊等着買。

可美國下了禁令，不讓賣先進芯片了，英偉達沒辦法，趕緊推出了“特供版”H20，想換個方式繼續在中國賣。

結果呢？H20上市才48天就停產了，還被發現固件有“後門”，會自動連到國外服務器，安全風險太大了。咱們這邊也開始對英偉達進行反壟斷調查，它可真是麻煩不斷。

黃仁勛現在是真的頭疼啊，他也公開抱怨說，美國那些傷害中國的政策，往往也會傷害到美國，甚至傷害更嚴重。

可不是嘛，美國想卡我們的脖子，結果先把英偉達在中國的賺錢生意給斷了，每年170億美元的市場就這麼沒了。

不過呢，咱們這邊也不怕。華為昇騰、寒武紀這些國產芯片已經發展起來了，數據中心裡國產算力的佔比都突破40%了，而且還在快速增長。

以前是沒辦法，只能買英偉達的芯片，現在咱們有了自己的好芯片，根本就不用買它的了。美國對我們的封鎖越厲害，我們發展得就越快！

他們啊，可是失去了最大的市場，沒有比這更大的了。