Nvidia 中国 AI 芯片份额降至 34%,华为升至 28%
Nvidia’s China AI-chip share falls to 34% as Huawei gains
Nvidia 在中国的份额掉到 34%,华为靠 57.2 万块加速器拿到 28%,出口管制下的格局变化值得看看。
Nvidia 在中国 AI 芯片市场的份额已下滑至 34%。华为同期出货 572,000 块 AI 加速器,占据 28% 的市场份额。出口管制背景下,华为正在持续蚕食 Nvidia 在中国的客户群。
Nvidia’s China AI-chip share falls to 34% as Huawei gains
Huawei, the Shenzhen-based telecoms and technology company, shipped 572,000 AI accelerators and took 28% of the market.