特朗普“敲诈”黄仁勋，为华为昇腾910C献上“助攻”

Core Viewpoint - The U.S. government has imposed new export controls on AI chips, specifically targeting Nvidia's H20 chip, marking a significant escalation in restrictions on technology exports to China [1][2][8]. Group 1: Export Controls and Market Impact - Nvidia announced that its H20 chip requires a license for export to China, a first for a special version of AI chips [1]. - Intel has informed Chinese customers that starting April 2025, chips meeting certain performance criteria will also require U.S. government approval for export [1]. - The restrictions primarily affect Nvidia's H20 and AMD's MI308 chips, with Nvidia's H20 being particularly critical due to its market presence in China [1][8]. - Following the announcement, Nvidia's stock price dropped nearly 7%, resulting in a market value loss of over $148 billion, while AMD warned of an $800 million loss due to the new restrictions [11]. Group 2: Competitive Landscape - The H20 chip's performance exceeds that of other AI chips, making it highly sought after by Chinese cloud computing providers [8][9]. - Huawei's Ascend 910C AI accelerator is expected to fill the market gap left by Nvidia, with performance metrics approaching Nvidia's latest offerings [13][15]. - The competitive dynamics are shifting, with domestic Chinese manufacturers poised to accelerate their development in response to U.S. export controls [11][13]. Group 3: Strategic Implications - The U.S. export controls reflect a broader strategy to maintain technological dominance while balancing commercial interests [16]. - Nvidia's decision to maintain high performance in its products, even under export restrictions, indicates a strategic intent to retain market share in China [10]. - The ongoing policy fluctuations highlight the challenges faced by the U.S. in navigating the intersection of technology control and economic interests [16].