$NVIDIA (NVDA.US)$ The computer circle has held several meet...

$NVIDIA (NVDA.US)$ The computer circle has held several meetings in the past few days, and I have learned a lot about relevant people. The general understanding is that the models currently on sale by Huawei have not yet reached the A100 parameter level, but the models for sale can probably compete with the A100 after a period of hard work. , but after all, it is not a full-parameter benchmark. The computing power efficiency is still relatively comparable when the requirements for power consumption and other indicators are relaxed. But starting next year, as the CPU is upgraded from ZEN 3 to ZEN 4, the penetration rate of H100 will increase rapidly next year, and the proportion of A100 shipments will decrease. Huawei's GPU will need further iterations to catch up with H100 again. In terms of downstream demand, it is true that iFlytek has placed bulk purchase orders with Huawei. But most professional friends feel that the key problem now is not the bottleneck of GPU parameters, but the gap in the underlying algorithm of the model that is the core contradiction. On the other hand, the A series and H series belong to two echelons of chips and do not have a direct impact. So in summary, it has no impact on computing power companies such as Hongbo Co., Ltd. After all, Nvidia has been ahead of the curve for more than 10 years to achieve today's achievements. It is only a good wish for any company in the world to quickly replace it in just one or two years. .