雷峰网·2025-11-19 06:38Core Viewpoint - The article discusses the shift in the computing power market towards domestic solutions, highlighting the decline in profitability for NVIDIA products and the rise of domestic computing power projects supported by substantial subsidies [1][6][10]. Group 1: Market Dynamics - The computing power market is witnessing a transformation, with domestic solutions gaining traction as NVIDIA's products fail to maintain their previous popularity [2][4]. - Major internet companies are adapting to domestic chip solutions, indicating a collective industry shift towards supply chain security and business development needs [2][3]. - The domestic computing power projects are becoming commercially viable due to policy support and increasing market demand [3][10]. Group 2: Financial Support and Subsidies - Financial institutions are actively supporting domestic computing power projects, with significant subsidies available, reaching up to 80% of project costs [6][8]. - The government is providing targeted assistance to domestic computing power projects, including lowering funding barriers and offering substantial financial incentives [7][10]. - The cost of domestic computing power is becoming more competitive due to these subsidies, which help bridge the price gap with NVIDIA products [8][9]. Group 3: Technological Advancements - Domestic chip manufacturers have made significant advancements, achieving performance levels comparable to NVIDIA's mainstream products [12][16]. - The demand for inference tasks is expected to drive the growth of domestic computing power, with a notable increase in token usage for AI models [13][20]. - The development of supernode products is emerging as a key trend, enhancing efficiency and reducing costs in the deployment of AI infrastructure [26][27]. Group 4: Market Competition and Strategy - The domestic chip market is entering a competitive phase, with the need for rapid commercialization and efficient deployment becoming critical [25][30]. - Pricing strategies are evolving, with manufacturers willing to offer discounts to penetrate the market and expand application scenarios [28][29]. - The lack of a unified standard in the software ecosystem poses challenges for the adoption of domestic chips, highlighting the need for improved interoperability [29][30].