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大盼黄日新,最近为什么总来中国?一句话是来卖货的啊,但也不仅仅是卖货。黄日新昨天讲话中提到了很多中国企业,但是没提到这个中国企业才是他来中国的最主要原因,这个企业就是华为。 大家好,我是大潘,来聊聊黄人群这次的中国行。很多人好奇,为什么他最近总往中国跑,态度呢?还这么好?其实很简单,他来卖芯片,来卖东西呢。态度当然要好,但是这并不是最主要的原因,最主要原因是他的货质量不行了,而且竞品华为越来越强大。 六月份黄人讯有个表态,如果美国不向中国出口芯片,华为就会覆盖整个中国市场,并延伸至其他国家。华为干嘛了?为什么黄人讯这么焦虑?看看新闻。 腾博社报道,华为技术有限公司正试图向中东和东南亚出口少量人工智能芯片,力求在由美国芯片设计上 英伟达主导的市场中立足。华为都开始考虑出口了,虽然还是少量,但充分证明华为芯片量产了。黄仁勋的对手来了, 现在华人勋被允许卖给中国的芯片是被阉割了两次的 h 二零,性能已经不占优势了。还有一个最大的风险,不可预期。 什么叫不可预期?我今天下订单了,明天美国又来一个禁令,老黄又不卖给我了,我接下来怎么办呢?我的工作受不受影响?我的生意受不受影响?我要因此倒闭了,怎么办?谁赔我呀?你要是买家,你是愿意买可预期的华为芯片,还是不可预期的英伟达呢? 产品性能不行,还不可预期,狂人心,能不态度积极吗?他态度再不好点,客户就没了,供需关系已经 变了,你不是唯一的选择了。估计又有人会说,全都让给华为又能怎么样呢?因为他已经那么大的市值了,华为比不了的,不是这么算的。好的产品是怎么产生的,不是在实验室里搞出来的,一定要推向市场,要有市场规模和市场利益, 市场利益会赚来更多的钱,会有更多的钱和资源来研发,大的市场规模会让你有更多的市场反馈,不同的人,不同需求,你根据市场反馈对产品进行迭代,这产品就会满足更多人的要求,更受欢迎。指数级增长曲线是这样的,怎么去狙击他呢?到这里 已经阻挡不了了,大势已成,只有在前期的时候是可以的,在他还没有发展起来的时候去狙击。在黄仁勋看来,华为的芯片即将迎来指数级的增长,他必须来占领市场,绝 不能让一步退,步步退到最后,退无可退,这是我认为的黄仁勋为什么这么积极来中国的原因。大家有什么看法?欢迎在评论区留言讨论,今天就是这样,谢谢大家,希望大家都有美好的一天,拜拜!

but this time you change back to your jacket the reason i didn't wear my suit this time is because i wore my soup last week, and i didn't get to dry clean it in time i only have one suit and i'm kind of wearing it out and so i think maybe i'll have to wear the leather jacket this week i hope it's okay。


lisa sue is your first cousin once removed yes, yeah she's so perfect she's amazing and an amd is now she's the co of amd by the way yeah and amd is now one of your competitors in the gpu space no we're family we're all in the industry okay we're all in the industry one of your partners in the industry yeah, yeah, okay we buy from amd what's going on in the washer how did we end up with two of the arguably? the two most important you know gpu companies being run by close relatives let's go on gotta keep it close to the family no, i have no idea how it happened we didn't grow up together and i didn't know which more interesting right yeah, yeah we didn't know each other until until she was at ibm and and and her career is incredible and she's really quite extraordinary。