U.S. sanctions have reduced Nvidia's market share in China to around 5%. I estimated a while ago that Nvidia's sales in China would be at least 10 billion U.S. dollars in 2024. Nowadays, 10,000 GPUs are just the entry level for the development of large model technology. More capital in the Chinese market is flowing into AI application research.
U.S. sanctions have reduced Nvidia's market share in China to around 5%. I estimated a while ago that Nvidia's sales in China would be at least 10 billion U.S. dollars in 2024. Nowadays, 10,000 GPUs are just the entry level for the development of large model technology. More capital in the Chinese market is flowing into AI application research.