英伟达突然发现，中国客户不买自家芯片了

Core Viewpoint - The competition between Huawei and Nvidia has become a focal point in the tech industry, with Huawei demonstrating resilience and innovation despite U.S. sanctions, leading to a strong comeback in the AI chip sector [1][5][10] Group 1: Huawei's Resurgence - Huawei announced the release of several new chips, including Ascend 950PR, Ascend 950DT, Ascend 960, and Ascend 970, showcasing its ability to create a powerful computing platform despite U.S. restrictions [3] - The company has developed a "ten-thousand card-level super node" system that connects multiple chips to enhance computing power, allowing it to maintain a competitive position in the global AI computing market [3] - Huawei is also set to launch the Kunpeng 950 and Kunpeng 960 series chips to strengthen its competitiveness in general computing [3] Group 2: Nvidia's Challenges - Nvidia faces declining demand for its RTX6000D chip, which was specifically designed for the Chinese market, as major clients like Alibaba, Tencent, and ByteDance have rejected orders due to its inferior performance compared to other models [4] - The attempt to balance U.S. export controls with Chinese market needs has not succeeded, as Huawei's resurgence has reduced China's reliance on Nvidia, prompting a shift towards cost-effectiveness and technological innovation [4] Group 3: U.S.-China Tech Competition - U.S. sanctions against Huawei highlight the perceived threat of Huawei's technological advancements to U.S. dominance in the chip and AI sectors, indicating a fear of Huawei's rising capabilities [5][8] - Huawei's commitment to independent innovation and strong R&D efforts, supported by favorable government policies, has accelerated its chip development process [6][8] - The ongoing tech competition between the U.S. and China has reached a critical stage, with both countries vying for leadership in key areas like AI and chips, making technological innovation essential for future success [8][10]