China's ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year

字节跳动采购价值10亿美元的英伟达GPU

Chinese tech giants ByteDance (TikTok), Tencent, simply can't get enough of Nvidia's High Performance Computing (HPC) products. This news comes from Chinese media, which reports that TikTok creator, ByteDance, alone, has already caught up (in pure dollar terms) to what the entire Chinese market ordered from Nvidia in 2022.

中国科技巨头字节跳动、腾讯等公司对英伟达的高性能计算(HPC)产品欲罢不能。这则消息来自中国媒体，该媒体报道称，仅TikTok的母公司字节跳动一家公司的采购量就已经赶上了整个中国市场在2022年从英伟达订购的总额(以纯美元计算)。

Chinese publication Jitwei revealed that ByteDance has already ordered around $1 billion worth of Nvidia GPUs in 2023 so far, which amounts to around 100,000 units split between Nvidia's A100 (ordered before the US government told Nvidia to stop selling its top-performing HPC cards to China, back in August 2022) and H800 cards - that last series number corresponding to a Hopper-based custom accelerator Nvidia built to comply with export restrictions — a nerfed cameo of the H100 accelerator. Nerfed or not, Nvidia's Average Sale Price (ASP) seems to sit at around $10,000 per accelerator.

中国媒体Jitwei透露，到目前为止，字节跳动在2023年已经订购了价值约10亿美元的英伟达GPU，其中包括英伟达的A100(在美国政府于2022年8月要求英伟达停止向中国销售其高性能计算卡之前订购的)和H800卡(最后一个系列编号对应于英伟达为遵守出口限制而建造的基于hopper的定制加速器)，这是H100加速器的一个削弱版。不管是否受到削弱，英伟达每个加速器的平均售价(ASP)似乎都在1万美元左右。

Nvidia made some noise back when the export restrictions were first placed, saying it would lose roughly $400 million — and that such a loss could impair its H100 chip development. We'll never know whether the H100 accelerator's development would or wouldn't have actually been completed, though, since the U.S. government moved the export ban to September, allowing NVIDIA to cram in some of the extra shipments (and revenue) necessary for the H100.

英伟达在出口限制首次实施时曾表称，其损失大约4亿美元，而这种损失可能会影响其H100芯片的开发。不过，我们永远也不知道H100加速器的开发是否真的完成了，因为美国政府将出口禁令推迟到了9月份，这使得英伟达可以为H100增加一些必要的额外出货量(和收入)。

以下是reddit网民的评论：

antifocus

The last rumor I heard maybe 6 months ago was that the biggest Nvidia GPU buyer in China was a company in the financial sector

大概6个月前，我听到的一个传言是，英伟达GPU在中国最大的买家是一家金融公司

Beefmytaco

Said they already spent over a billion dollars on GPUs alone.

Holy freakin crap, it's that kind of crap that will keep gpu prices crazy high for years to come.

Guess people are just gonna have to save up to get that beefy card and hope it lasts for 5 years or more.

说他们已经在GPU上花了10亿美元。

这样会让GPU的价格在未来几年居高不下。

我猜人们只能攒钱去买一张结实的卡，希望它能用5年或更长时间。

itsjust_khris

No wonder Nvidia is trying their hardest to get GPUs into China before the deadline. Are they allowed to continue providing support?

难怪英伟达正在尽最大努力在截止日期前将GPU打入中国市场。他们获准继续提供支持吗?

aj0413

Feels good to go heavy in NVDA stock.

重仓英伟达股票感觉不错。

ResponsibleJudge3172

Please exercise caution when investing.

请谨慎投资。

neveler310

Buying a GPU nowadays could be considered investing as well

现在购买GPU也可以被认为是一种投资啦

surf_greatriver_v4

great news, fellow gamers

好消息，玩家朋友们

viperabyss

...they don't even use the same chips (GA100 vs. GA102/4/6/7)

他们甚至不用相同的芯片(GA100 vs GA102/4/6/7)

rabouilethefirst

Which is why we need foundries in the USA… it’s not just about security, we need more capacity than TSMC can provide

这就是美国需要本土工厂的原因，这不仅仅是为了安全，我们需要比台积电更大的产能

viperabyss

Maybe, but since chips generally take months to fabricate, companies like Nvidia would have to forecast the supply.

If gamers don't buy Nvidia cards because they believe they are "ToO eXpEnSiVe", then it would only make sense Nvidia to reallocate these wafers to higher end, higher margin GPUs.

也许吧，但由于芯片的制造通常需要几个月的时间，像英伟达这样的公司必须预测供应量。

如果玩家不购买英伟达卡是因为他们认为“太贵了”，那么英伟达将这些晶圆片重新分配给更高端的、更高利润率的GPU才有意义。

giorgionegro

They allocate to ai because they make vastly more money per mm2

他们分配给AI，因为每平方毫米赚的钱要多得多

viperabyss

…and that there are still a lot of supply of consumer grade GPUs in the market.

而且市场上仍有大量消费级GPU供应。

tajsta

Makes sense, US sanctions will only lead to hoarding right now, an increase in domestic R&D in the short term, and then Nvidia losing more and more market share in the long term.

I think China will also help SEA countries develop their own chip factories, especially in the lower end to lessen reliance on US-aligned states, and focus domestic efforts on more advanced nodes.

In fact, US chipmakers have the most to lose from American sanctions since they are the industry that has the highest amount of Chinese revenues. Qualcomm makes 67 % of its entire revenue from trade with Chinese companies, AMD 40 %, Micron close to 60 %, Broadcom 50 %, etc.

有道理，美国的制裁只会导致囤积，短期内增加国内研发，长期来看，英伟达会失去越来越多的市场份额。

我认为中国也将帮助东南亚国家发展自己的芯片工厂，特别是在低端领域，以减少对美国盟友的依赖，并将国内的努力集中在更先进的节点上。

事实上，美国制裁对美国芯片制造商造成的损失最大，因为它们是从中国获得最多收入的行业。高通67%的收入来自与中国公司的贸易，AMD 40%，美光接近60%，博通50%，等等。

viperabyss

Keep in mind that the sanctions don't apply to the entire semiconductor portfolio, but rather only the extremely high end processors such as the A100.

请记住，制裁并不适用于整个半导体产品组合，而只适用于A100等极高端的处理器。

poopyheadthrowaway

According to the article, Nvidia built China a custom version of the H100 to get around the sanctions.

根据这篇文章，英伟达为中国生产了定制版的H100，以绕过制裁。

tajsta

Yeah but any country with enough resources to do so will try to shift away from a country that sanctioned them. US companies will be hurt really badly in the long run.

是的，但是任何有足够资源这样做的国家都会试图远离制裁他们的国家。从长远来看，美国企业将受到严重伤害。

viperabyss

China has been attempting to develop their own tech for decades. There are years of evidence of them stealing technologies and IPs from other countries. That's why the US have worked with other countries like Netherlands (where ASML is from) and Japan to stop providing technologies to China.

If US companies are going to lose that market either way, it's better for them to lose it slower (via sanctions and dependencies) than lose it quicker.

几十年来，中国一直试图自主开发技术。多年来有证据表明他们从其他国家窃取技术和知识产权。这就是为什么美国与荷兰(阿斯麦来自荷兰)和日本等其他国家合作，停止向中国提供技术。

如果美国公司无论如何都要失去这个市场，那么他们最好慢一点(通过制裁和依赖)失去它，不要一下子失去它。

ResponsibleJudge3172

Well, that's the crux of it. Jensen said that the Chinese are making their own alternatives good enough for them if they can't access Amercian tech.

It starts to make financial sense imo for the companies if they are limited in the capabilities that they can import

这就是问题的关键。詹森说，如果中国不能获得美国的技术，他们正在为自己制造足够好的替代品。

thestridereststrider

Why are we letting a US company do this?

为什么我们允许一家美国公司这么做?