NIO, considered one of Tesla’s three main competitors in the Chinese market, is quite actively using NVIDIA’s component base – the brand’s latest models of electric vehicles, for example, use on-board computers with four American-designed Orin processors. The recent ban on deliveries of NVIDIA accelerators to China will not have a significant impact on the company’s business, founder William Li said this week.
As explains CNBC with reference to the transcript of the speech of the head of NIO at the quarterly reporting conference, the company really worked closely with NVIDIA in the development of active driver assistance systems. According to William Lee, the existing computing power of NIO is enough to continue the development of autonomous vehicle control systems in the near future.
Recall that the restrictions imposed by the US export control rules relate to the supply of NVIDIA H100 and A100 accelerators to China, and the Chinese company will continue to receive processors for NIO on-board systems without any problems. At the same time, the head of NIO emphasizes that there are several companies in China developing accelerators for artificial intelligence systems, and now the automaker is considering the possibility of cooperation with them. Last week, Geely, as well as WeRide and Pony.ai, specializing in autopilot technologies, said that the newest US bans had no effect on their business. NIO rival XPeng has expressed concern about the possible impact of a ban on the supply of NVIDIA’s advanced computing accelerators to China, but the company’s founder said that the stock of necessary imported components has been created for several years in advance.
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