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From the point of view of computing leasing enterprises, under the dual constraints of availability and cost, the halo of "owning Nvidia arithmetic card" is fading.
On May 27th, A-share arithmetic-related concept stocks fell, Litong Electronics (603629)Spinforcashrealmoneyslotsgame&riskfree.SH) fell by the limit, while 002771.SZ and 002229.SZ shares fell by more than 9%, while Ruijie Network (301165.SZ) and Longway shares (301202.SZ) followed suit. As of the morning close on the 27th, the shares of Litong Electronics, True Vision and Hongbo were 21.70 yuan, 18.10 yuan and 16.13 yuan respectively.
On the news side, there was news in the industry on Friday that Nvidia had downgraded due to poor demand for the H20 series of artificial intelligence (AI) chips specifically for the Chinese market.Spinforcashrealmoneyslotsgame&riskfreeAccording to the price of the H20 series chips, the price of each server with eight sets of chips is between 1.1 million yuan and 1.3 million yuan.
The H20 is the most powerful of the three AI chips (HGX H20, L20 PCle and L2 PCle) specially developed by Nvidia for the Chinese market. However, as soon as the product was launched, it was questioned by the market because its computing power was much lower than that of the Nvidia H100 and H800 chips.
At present, Nvidia officials have not responded to the price adjustment information of Chinese products. However, Huang Renxun, the company's CEO, has talked about Nvidia's China business and said that it is now facing more fierce competition in the Chinese market and continues to do its best to serve customers and the market.
The reporter noted that some of the companies whose share prices have fallen are those that have previously announced cross-border computing leases, such as Hongbo shares, Litong Electronics, True Vision, and so on. Both Hongbo and Zhenshitong have said publicly that they have purchased Nvidia's arithmetic card products. After the above news came out, an investor asked the secretary of Hongbo shares on the investment interactive platform on the 24th, "which one is the Nvidia computer chip purchased by the company?" However, Hongbo did not respond directly.
For Nvidia, while facing cost and market pressure, it has to face the pressure of competitors in the Chinese market.
At the just-concluded Seventh Digital China Construction Summit, Gao Tongqing, a member of China Mobile's party group and deputy general manager, said that China Mobile's nine-day model industry had carried out practice on the station's localized Wonka computer cluster for the first time, according to the data. in this cluster to promote the average performance of the domestic single card of the math card to 95% of the A800. "this not only supports the smooth migration of industry customers to domestic computing power, but also strongly supports the ecological richness and maturity of domestic computing power." Gao Tongqing said.
From the point of view of computing leasing enterprises, under the dual influence of availability and cost, the halo of "owning Nvidia arithmetic card" is fading. Hongbo share board office staff previously told reporters that in the process of building the math center, the company does not rule out the possibility of using Nvidia outside the math card.
In response to the rumors of price reduction of Invida products and the market performance on the 27th, Minsheng Securities analysts told reporters that this can be seen as a manifestation of low-risk preference in the market. "from another point of view, this shows that the performance of domestic computing products is not bad." The person pointed out.
