周鸿祎:最近采购的都是华为的产品,H20性价比不高
第一财经·2025-07-23 03:19
Core Viewpoint - 360 Group is shifting its chip procurement towards domestic chips, acknowledging the gap between domestic chips and Nvidia but emphasizing the necessity of using more domestic products to drive improvement [1][2]. Group 1 - 360 Group's recent chip purchases are primarily from Huawei, indicating a strategic pivot towards domestic suppliers [2]. - The H20 chip, while suitable for inference tasks, is considered less advantageous compared to domestic options due to its higher requirements for training tasks, which domestic chips can fulfill at a better cost-performance ratio [2].