Nvidia leads the GPU market to artificial intelligence (AI) with a shocking forcefulness, especially if we stick to training the great language models. According to the consultant Jon Pedie Research The company led by Jensen Huang controlled 90% of the market During the third quarter of 2024, and presumably their numbers will not have changed much since then. AMD reached a 10%quota during that period, so the presence of Intel in this sector is anecdotal.
The sanctions that it has deployed The US government During the last two and a half years they prevent Nvidia from selling its GPU for the most advanced, such as chips H100, A100, H800 or A800. However, the GPU that at the time the US Department of Commerce does allow you to sell its Chinese clients is the H20 cut chip. And he is having a lot of success. In fact, its sales in the country led by Xi Jinping grow 50% quarter to quarter despite the delicate current situation.
AMD wants a cake portion in China
The Chinese government wants its technology companies to stop buying integrated circuits to NVIDIA. The step he took at the beginning of last October was merely informative, but, in any case, It was expressly addressed to companies that acquire GPU for AI with the purpose of recommending that they buy chips produced in China, and not the solutions of the Jensen Huang company.
The current situation does not seem ideal for another American company to try to grow in the Chinese market
Nvidia is losing competitiveness in China despite the good sales of her H20 chip. It is inevitable. And this GPU on paper is much less capable than The most sophisticated chips for the that Jensen Huang’s firm is currently selling. At the moment the Ministry of Industry and Information Technology of China has not officialized anything, but the administration led by Xi Jinping has restricted since last August the purchase of NVIDIA H20 GPUs by Chinese companies.
On the other hand, Huawei has its own GPU for ia, The chips ascend tofor more than five years. During this period of time it has been refining them and increasing its capacities with the purpose of matching or even overcoming the performance of the A100 and H100 chips of Nvidia. This situation does not seem ideal for another American company to try to grow in the Chinese market, but this panorama does not seem to have discouraged Lisa her, the general director of AMD.
And this executive is now in China. In fact, according to SCMP He has begun his visit by highlighting the role that his company is playing in the development of AI models of the country’s main actors, among which are Deepseek and Alibaba. Smooth his has remarked that THE INSTICT GPU of AMD are compatible with the models of AI of these last two companies in a clear attempt to Defend your position in the Chinese market.
Besides, has pointed out which has observed a perceptible increase in the performance of Depseek models thanks to AMD hardware optimization. This statement is quite surprising if we take into account that Depseek uses Nvidia chips in training and huawei in inference. Whatever it will be interesting to verify how AMD hardware evolves for the Chinese market during the next months.
Image | AMD
More information | SCMP
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