英伟达“归零”，揭示芯片市场的变局

Core Viewpoint - The article highlights the significant shift in the semiconductor market, particularly in China, where NVIDIA's market share has plummeted from 95% to 0% due to U.S. policies, indicating a move towards domestic innovation and self-reliance in AI chip development [1][12]. Group 1: Market Dynamics - NVIDIA's CEO Jensen Huang stated that U.S. policies have led to the loss of a major market, with the company's share in China's high-end chip market dropping dramatically [1]. - The article emphasizes that this shift does not signify China's rejection of international markets but rather a transition away from dependency on foreign technology [2]. - The emergence of domestic chip manufacturers is reshaping the supply landscape, with local companies rapidly gaining ground [4]. Group 2: Technological Evolution - A structural transformation in China's computing power landscape is underway, moving from reliance on NVIDIA to a more diverse ecosystem centered around domestic firms [4]. - Chinese internet giants and cloud service providers are reconstructing AI infrastructure to adapt to non-NVIDIA architectures, creating a self-sufficient technology stack [4]. - Despite performance gaps, Chinese companies are adopting a "good enough" computing power strategy through large-scale deployment and software optimization to meet commercial and industry needs [4]. Group 3: Talent and Innovation - China possesses about half of the world's AI researchers, supported by strong educational institutions and significant interest in AI development [7]. - The integration of production, academia, research, and application is fostering continuous innovation that is resilient to external pressures [8]. - The article notes that the U.S. chip blockade has inadvertently cost American companies their largest growth market and weakened their innovation momentum for next-generation products [13]. Group 4: Strategic Adjustments - China is leveraging its systemic advantages to advance computing power network construction through a comprehensive approach [9]. - The article discusses the importance of AI integration across various sectors, including manufacturing, energy, and urban governance, to build a robust and resilient industrial path [11]. - The narrative suggests that technological progress should not be viewed as a zero-sum game, but rather as an opportunity for collaboration between the U.S. and China [14].