{"id":172879,"date":"2026-10-13T08:44:09","date_gmt":"2026-10-13T08:44:09","guid":{"rendered":"https:\/\/friss-hirek.hu\/index.php\/kozeleg-a-kinai-mi-fordulat-szep-lassan-levalnak-a-nyugatrol\/friss-hirek\/"},"modified":"2026-10-13T08:44:09","modified_gmt":"2026-10-13T08:44:09","slug":"kozeleg-a-kinai-mi-fordulat-szep-lassan-levalnak-a-nyugatrol","status":"publish","type":"post","link":"https:\/\/friss-hirek.hu\/index.php\/kozeleg-a-kinai-mi-fordulat-szep-lassan-levalnak-a-nyugatrol\/uzlet\/","title":{"rendered":"K\u00f6zeleg a k\u00ednai MI-fordulat: sz\u00e9p lassan lev\u00e1lnak a nyugatr\u00f3l"},"content":{"rendered":"<p><strong>K\u00edna egyre kev\u00e9sb\u00e9 f\u00fcgg az Nvidi\u00e1t\u00f3l, a Huawei m\u00e1r a piac k\u00f6zel harmad\u00e1t uralja.<\/strong><\/p><div id=\"friss-2617348853\" class=\"friss-etarget friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div>\n<p><strong>Mi t\u00f6rt\u00e9nt? <\/strong>Az Nvidia r\u00e9szesed\u00e9se a k\u00ednai adatk\u00f6zponti mesters\u00e9gesintelligencia-chipek piac\u00e1n 34 sz\u00e1zal\u00e9kra esett 2026 els\u0151 fel\u00e9ben, mik\u00f6zben a Huawei m\u00e1r 28 sz\u00e1zal\u00e9kot has\u00edtott ki bel\u0151le \u2013 <a href=\"https:\/\/www.reuters.com\/business\/retail-consumer\/nvidias-china-ai-chip-share-falls-huawei-closes-gap-report-finds-2026-10-13\/\">\u00edrja a Reuters<\/a>. <\/p>\n<div class=\"related-post-links\">\n<p>\t\t<span class=\"related-post-links__title minititle\">Tov\u00e1bbiak ebb\u0151l<\/span><\/p>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/www.forbes.hu\/uzlet\/ai-lassitas-kina-valasz\/\" class=\"related-post-links__link\">Az amerikai techp\u00e1p\u00e1k lass\u00edtan\u00e1nak az AI-fejleszt\u00e9sekben, de van, akit ez rohadtul nem \u00e9rdekel<\/a>\n\t\t\t<\/div>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/www.forbes.hu\/penz\/humanoidrobot-kina-tozsde-ipo-ertekeltseg-robotika\/\" class=\"related-post-links__link\">K\u00edna beh\u00fazta a f\u00e9ket a humanoidrobot-\u0151r\u00fcletben, a h\u00e1jp t\u00falsz\u00e1rnyalta a val\u00f3s\u00e1got<\/a>\n\t\t\t<\/div>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/www.forbes.hu\/uzlet\/kimi3-claude-chatgpt-ai-fejlesztes-usa-kina\/\" class=\"related-post-links__link\">K\u00edna \u00faj AI-fegyvere: meg\u00e9rkezett a Kimi K3, ami m\u00e1r az OpenAI-t \u00e9s az Anthropicot veszi c\u00e9lba<\/a>\n\t\t\t<\/div>\n<\/div>\n<p><strong>R\u00e9szletek. <\/strong>Az amerikai chipgy\u00e1rt\u00f3 janu\u00e1r \u00e9s j\u00fanius k\u00f6z\u00f6tt 678 ezer MI-gyors\u00edt\u00f3t sz\u00e1ll\u00edtott K\u00edn\u00e1ba, 44 sz\u00e1zal\u00e9kkal kevesebbet, mint egy \u00e9vvel kor\u00e1bban. A Huawei ezzel szemben t\u00f6bb mint 572 ezer chipet \u00e9rt\u00e9kes\u00edtett, szemben az el\u0151z\u0151 \u00e9v azonos id\u0151szak\u00e1ban eladott t\u00f6bb mint 300 ezer darabbal.<\/p>\n<p><strong>Magyar\u00e1zat. <\/strong>A folyamat m\u00f6g\u00f6tt az amerikai exportkorl\u00e1toz\u00e1sok \u00e9s a pekingi korm\u00e1ny hazai technol\u00f3gi\u00e1kat el\u0151nyben r\u00e9szes\u00edt\u0151 politik\u00e1ja \u00e1ll. Washington korl\u00e1tozza a legfejlettebb Nvidia-chipek k\u00ednai \u00e9rt\u00e9kes\u00edt\u00e9s\u00e9t, mik\u00f6zben a k\u00ednai v\u00e1llalatoknak az enged\u00e9lyezett importterm\u00e9kek beszerz\u00e9s\u00e9hez is j\u00f3v\u00e1hagy\u00e1sra lehet sz\u00fcks\u00e9g\u00fck. Jensen Huang, az Nvidia vez\u00e9rigazgat\u00f3ja kor\u00e1bban t\u00f6bbsz\u00f6r b\u00edr\u00e1lta a korl\u00e1toz\u00e1sokat, arra figyelmeztetve, hogy az amerikai politika \u00e1tengedi a k\u00ednai, mintegy 50 milli\u00e1rd doll\u00e1ros MI-chip-piacot a Huawei-nek.<\/p>\n<p><strong>A k\u00ednai MI-\u00fczlet. <\/strong>A Huawei mellett m\u00e1s k\u00ednai szerepl\u0151k is er\u0151s\u00f6dnek. Az Alibaba chiptervez\u0151 egys\u00e9ge, a T-Head 7 sz\u00e1zal\u00e9kos piaci r\u00e9szesed\u00e9st \u00e9rt el, a Cambricon 5 sz\u00e1zal\u00e9kot, a Baidu Kunlunxin nev\u0171 \u00fczlet\u00e1ga 4 sz\u00e1zal\u00e9kot, a Hygon pedig 3 sz\u00e1zal\u00e9kot szerzett. Az IDC \u00e1ltal k\u00f6vetett 11 k\u00ednai chipgy\u00e1rt\u00f3b\u00f3l kilenc n\u00f6velte sz\u00e1ll\u00edt\u00e1sait az el\u0151z\u0151 \u00e9vhez k\u00e9pest.<\/p>\n<p><strong>\u00c1talakul\u00f3 piac. <\/strong>K\u00edn\u00e1ban az els\u0151 f\u00e9l \u00e9vben \u00f6sszesen 2,008 milli\u00f3 MI-gyors\u00edt\u00f3t sz\u00e1ll\u00edtottak le. A mesters\u00e9gesintelligencia-modellek tan\u00edt\u00e1s\u00e1ra sz\u00e9les k\u00f6rben haszn\u00e1lt grafikus processzorok, vagyis GPU-k elad\u00e1sai 26 sz\u00e1zal\u00e9kkal, 991 ezer darabra estek vissza. A m\u00e1s feladatokra, p\u00e9ld\u00e1ul a m\u00e1r betan\u00edtott modellek futtat\u00e1s\u00e1ra optimaliz\u00e1lt gyors\u00edt\u00f3k sz\u00e1ll\u00edt\u00e1sa viszont k\u00f6zel 80 sz\u00e1zal\u00e9kkal, 1,016 milli\u00f3 darabra n\u0151tt, \u00edgy darabsz\u00e1mban meg is el\u0151zte a GPU-kat. A Reuters \u00e1ltal hivatkozott IDC szerint a nem GPU-alap\u00fa szegmens 95 sz\u00e1zal\u00e9k\u00e1t a Huawei, a T-Head, a Kunlunxin \u00e9s a Cambricon adta. Ezeket a chipeket \u00e1llami szervezetek, internetes v\u00e1llalatok \u00e9s t\u00e1vk\u00f6zl\u00e9si szolg\u00e1ltat\u00f3k is egyre sz\u00e9lesebb k\u00f6rben haszn\u00e1lj\u00e1k.<\/p>\n<p><strong>Mit hoz a j\u00f6v\u0151?<\/strong> A v\u00e1rakoz\u00e1sok szerint szerint a k\u00ednai MI-gyors\u00edt\u00f3k teljes piaca 2026-ban 19 sz\u00e1zal\u00e9kkal b\u0151v\u00fclhet, mik\u00f6zben a GPU-k sz\u00e1ll\u00edt\u00e1sa 9 sz\u00e1zal\u00e9kkal cs\u00f6kkenhet. A trend \u00edgy egyszerre jelent kih\u00edv\u00e1st az Nvidia sz\u00e1m\u00e1ra \u00e9s lehet\u0151s\u00e9get a k\u00ednai technol\u00f3giai \u00f6n\u00e1ll\u00f3s\u00e1g er\u0151s\u00edt\u00e9s\u00e9re.<\/p>\n<p><!-- No email blocks found --><\/p>\n<p>The post <a href=\"https:\/\/www.forbes.hu\/penz\/kozeleg-a-kinai-mi-fordulat-szep-lassan-levalnak-a-nyugatrol\/\">K\u00f6zeleg a k\u00ednai MI-fordulat: sz\u00e9p lassan lev\u00e1lnak a nyugatr\u00f3l<\/a> appeared first on <a href=\"https:\/\/www.forbes.hu\/\">Forbes.hu<\/a>.<\/p><div id=\"friss-1503680429\" class=\"friss-etarget-cikk-vege friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var 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id=\"friss-1152469613\" class=\"friss-after-content_3 friss-entity-placement\">https:\/\/www.youtube.com\/watch?v=Pdnw4KiUWp0<\/div>","protected":false},"excerpt":{"rendered":"<p>K\u00edna egyre kev\u00e9sb\u00e9 f\u00fcgg az Nvidi\u00e1t\u00f3l, a Huawei m\u00e1r a piac k\u00f6zel harmad\u00e1t uralja. Mi t\u00f6rt\u00e9nt? Az Nvidia r\u00e9szesed\u00e9se a k\u00ednai adatk\u00f6zponti mesters\u00e9gesintelligencia-chipek piac\u00e1n 34 sz\u00e1zal\u00e9kra esett 2026 els\u0151 fel\u00e9ben, mik\u00f6zben a Huawei m\u00e1r 28 sz\u00e1zal\u00e9kot has\u00edtott ki bel\u0151le \u2013 \u00edrja a Reuters. Tov\u00e1bbiak ebb\u0151l Az amerikai techp\u00e1p\u00e1k lass\u00edtan\u00e1nak az AI-fejleszt\u00e9sekben, de van, akit ez [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-172879","post","type-post","status-publish","format-standard","hentry","category-uzlet"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/172879","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/comments?post=172879"}],"version-history":[{"count":0,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/172879\/revisions"}],"wp:attachment":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/media?parent=172879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/categories?post=172879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/tags?post=172879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}