NVidia excess capacity forced to slash prices on AI chips

Video: NVidia excess capacity forced to slash prices on AI chips as Huawei's first offering is faster, performs better 由於華為首款產品速度更快、性能更好，NVidia 產能過剩被迫大幅削減 AI 晶片價格

Just one year after entering the market for Artificial Intelligence chips, Huawei is already pushing NVidia to aggressively cut prices in a bid to stay competitive in China, which contributes a large share of NVidia's revenues and profits.

Huawei's Ascend 910-B was introduced as a rival chip to NVidia's H20, which was designed for the Chinese market. The Ascend is reportedly faster and shows superior performance, and commands a higher price.

Experts predicted in just October of last year that Huawei would need five to ten years to compete effectively against NVidia in the AI chips market.

But the recent experience of NVidia mirrors that of Tesla and Apple, who were also forced to slash prices in China to remain competitive. Tesla and Apple, however, have huge advantages that are not available to NVidia: both use China as its factory, to export to markets around the world. NVidia doesn't enjoy that option.

進入人工智慧晶片市場僅一年後，華為就已經在推動英偉達大幅降價，以保持在佔英偉達收入和利潤很大份額的中國市場的競爭力。

華為的Ascend 910-B是作為NVidia H20的競爭對手晶片推出的，後者專為中國市場設計。 據報道，Ascend 速度更快，性能優越，但價格更高。

去年10月，專家預測，華為需要五到十年的時間才能在AI晶片市場與英偉達進行有效競爭。

但英偉達最近的經驗與特斯拉和蘋果相似，它們也被迫在中國大幅降價來保持競爭力。 然而，特斯拉和蘋果擁有英偉達所沒有的巨大優勢：兩者都以中國為工廠，向全球市場出口。 NVidia 不喜歡這個選擇.