《财经》社评:我们的目标是让算力便宜到足以催生一批世界级、外国无法复制的AI原生应用
NvidiaNvidia(US:NVDA) Ge Long Hui·2026-01-04 12:23

Core Insights - Nvidia has become a significant term in China, symbolizing a benchmark for AI chip companies, with its market value expected to exceed $4 trillion by July 2025, making it the first publicly traded company to reach this milestone [1] - Chinese AI chip manufacturers are striving to close the gap with Nvidia, focusing on gradual improvements in performance and usability rather than immediate full replacement [1] - The role of domestic AI chips should evolve from merely being a "safety backup" to becoming a key component in a trillion-dollar industry, emphasizing the need for innovation and cost-effectiveness [1][2] Industry Analysis - The goal for domestic AI chips should not be limited to matching parameters or replacement ratios but should focus on minimizing marginal costs for application innovation and enhancing user experience [2] - The ultimate aim is to make computing power as accessible and affordable as utilities like electricity and water, positioning domestic AI chips as essential in achieving this vision [1] - The success of domestic AI chips will be measured by their ability to foster a new wave of world-class AI applications that cannot be replicated by foreign competitors [2]

《财经》社评:我们的目标是让算力便宜到足以催生一批世界级、外国无法复制的AI原生应用 - Reportify