Recently, the A-share artificial intelligence sector has soared all the way, and Jin Baize and other artificial intelligence concept stocks have been three times in a row, and last Thursday and Friday received two "20CM" word up and down. The reason is also because last week there was news that there was relevant cooperation between Jin Baize and NVIDIA, but the abnormal stock trading fluctuation announcement issued by Jin Baize on May 26 clarified that the company did not supply NVIDIA and there was no relevant income.
Regardless of whether the above news is true or not, this further reflects NVIDIA's unique "ability to penetrate the wall", that is, NVIDIA in the United States can not affect the stock prices of domestic A-share listed companies all the time, which is really very impressive. Recently, as long as the stocks related to NVIDIA and the concept of AI have reaped a wave of sharp gains, it seems that the wave of artificial intelligence is really unstoppable.
The stock price has soared all the way, pointing directly to the AI big model?
On May 29, after the harvest market value soared, straight to the trillion. NVIDIA founder and CEO Jensen Huang appeared at COMPUTEX 2023 in his iconic leather jacket, continued to frantically ship his own GPUs during the keynote speech, and announced a series of major advances that NVIDIA has recently made in the field of AI.
There is no doubt that today's wave of generative AI has swept the world. If you or your industry today don't use generative AI, your company, team, and even industry will probably be eliminated and replaced in a few years. This is not alarmism, but a very down-to-earth sincere exhortation.
After all, ChatGPT is just the beginning. After ChatGPT, a series of GPT models were also born, and now they have also set off a wave of 100-model wars at home and abroad. Behind this unprecedented AI model war is the beginning of an era change, as Huang Jensen said in his speech at National Taiwan University: "Companies that fail to take full advantage of artificial intelligence will die." ”
Not long ago, Baidu CEO Robin Li also said something that was heartfelt but very relevant to the current situation: "In ten years, people who can't write AI prompts will eventually be eliminated." "This heralds the beginning of an unprecedented revolution, and once it begins, it is difficult to end."
Facing the historic wave of generative AI, NVIDIA as the core hardware ancestor of generative AI in the world is also promoting a series of major product breakthroughs, at this conference, NVIDIA announced the launch of large memory generative AI supercomputer DGX GH200, can accelerate generative AI design Grace Hopper super chip GH200 has been fully put into production, launched a new accelerated Ethernet platform Spectrum-X, for games to provide customized AI model foundry services In cooperation with WPP, the world's largest marketing service agency, to build a generative AI content engine, many of the world's top electronics manufacturers use NVIDIA generative AI tools and the Omniverse platform to build advanced digital factories.
NVIDIA also released the MGX Server Specification, a modular reference architecture for system manufacturers to quickly and efficiently build more than 100 server configurations. Huang also said that more than 1,600 generative AI companies have adopted NVIDIA technology.
At present, NVIDIA's latest market value is $963.2 billion, which is only a foot away from the "trillion market capitalization club membership". Once it breaks through the trillion mark, NVIDIA will become the fifth largest company in the US stock market by capitalization, the seventh US public company with a market capitalization of more than $1 trillion, and the first trillion-dollar company founded by Chinese.
Jensen Huang's speech at Taiwan University opened up a historic opportunity for AI
On May 27, Jensen Huang delivered a speech at the graduation ceremony of National Taiwan University, revealing his views on the future performance of artificial intelligence (AI) and three key turning points in NVIDIA's development.
Huang emphasized that AI opens up huge opportunities, with nimble companies using AI to improve their status, and companies that fail to take full advantage of AI dying. We are at the beginning of a major era in the history of technology, and artificial intelligence is more fundamental, which will revolutionize the way we write software and calculate.
You are now standing at the beginning of artificial intelligence, and every industry will experience a revolution. You are living in a more complex world, facing geopolitical, social and environmental changes and challenges, surrounded by technology. We are in a world of data that is always connected and immersed, parallel to the real world.
AI opens up huge opportunities, with nimble companies using AI to advance their status, and companies that fail to take full advantage of AI dying. 40 years after the computer industry created the home personal computer, we invented AI. Like software capable of self-driving cars or studying X-ray images, AI software will provide opportunities for computer automation in industries such as healthcare, financial services, transportation and manufacturing, in the world's largest multi-trillion-dollar industries. It has changed the way we write software, the way we execute it.
AI will create new jobs that didn't exist before, such as data engineers, prompt engineers, AI plant operations personnel, and AI safety engineers, which were jobs that never existed before. There is no doubt that AI will transform every job position, powering the performance of programmers, designers, artists, marketers, and manufacturing planners. Just as every generation before it embraced technology to succeed, every company and everyone, including you, must learn to use AI and do amazing things when AI works together. While some worry that AI could take their jobs, it's an opportunity for AI-savvy people.
We are at the beginning of a major technological era, just like PCs, the web, mobile devices, and the cloud. But AI is more fundamental, because every level of computing has been reshaped. From the way we write software to the way we process it, AI fundamentally changes computing. From all aspects, from all aspects, this is a regeneration opportunity for the computer industry, and it is a golden opportunity for enterprises. You are the cornerstone of the computer industry.
Over the next decade, our industry will replace more than a trillion dollars worth of legacy computers with new, accelerated AI computers. My journey began 40 years before you guys, 1984 was a perfect year to graduate, and I predict 2023 will be the same.
What are the NVIDIA "Royal + Related" suppliers?
The core reason why NVIDIA can trigger the explosion of the A-share market is that NVIDIA has several core suppliers in China and has been listed on the A-share market. For example, its PCB supplier Shenghong Technology, optical module supplier Tianfu Communication, heat dissipation supplier Jingyan Technology and so on. In addition, NVIDIA has several customers and competitors, all listed on the A-share market, so the concept of NVIDIA will naturally ignite these major sectors.
Shenghong Technology is the leader of graphics boards, the market share has risen to 40% in 19 years, has entered the AMD, NVIDIA high-end chip supply chain, benefiting from the continuous improvement of data center visualization, Shenghong in the graphics card PCB field market share increased to 40%, tightly hugging AMD and NVIDIA two head customers, into its high-end graphics card supply chain.
Automotive steel is the key increment in the future, the company has passed Tesla certification to cover a number of products, the current automotive electronics revenue accounts for only 5%, under the requirements of Tesla localization, the future growth space is very large. At the same time, Shenghong Technology is also one of the scarce HDI high-end production capacity in China, and Wingtech cooperation mobile phone HDI board, by 2022 output value to pull to more than 10 billion, Shenghong Technology is one of the domestic PCB hard board leaders, in the graphics board occupies a high share, while cutting into the automotive electronic version into Tesla and other head customers. The gross profit margin brought by the upgrade of the superimposed PCB layer is improved, and the future growth is very strong.
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Tianfu Communication is a leading company of passive optical devices in China, and the platform-type transformation has taken initial shape. Founded in 2005, Tianfu Communication started with ceramic sleeves and deeply cultivated the field of passive optical devices; After its listing in 2015, the company developed rapidly through internal research and external merger, technical production capacity and product categories; The company now has 6 subsidiaries, of which Hong Kong Tianfu and TFC USA were established for the company to vigorously develop overseas business, and the remaining 4 subsidiaries were established mainly for technology research and development and expansion of production capacity.
In 2019, the company released the advanced optoelectronic OMS platform strategy, transforming from a product-oriented company to a platform-based company, and the platformization has initially taken shape, forming three main businesses: passive optical devices, active ODM/OEM and packaging. With 13 product lines and 8 solutions, widely used in telecom networks, data centers, enterprise networks and other fields, it will further develop to high-speed optical engine packaging platforms in the future and become the industry's leading vertically integrated one-stop optical component overall solution provider.
Jingyan Technology is a leading manufacturer and solution provider of MIM products in China, with more than ten years of layout of MIM, specializing in customized core component products, and actively deploying component business to open up greater growth space. The predecessor of the company, Changzhou Jingyan, was established in 2004, and from 2004 to 2009, the company was mainly engaged in the production and sales of medical devices and auto parts. Focusing on automobiles, servers, computers and other fields, the overall is in the early stage of introduction, and the current revenue is growing steadily.
The company started with 5G mobile phone heat dissipation, and then focused on automobiles, servers, computers and other fields, and can provide heat pipes, VC and their components and other heat dissipation products. At present, the company is actively engaged in the development of heat dissipation materials and components, and expands to high-power, high-efficiency heat pipes, vapor chambers (VC) and new heat dissipation materials. Jingyan Technology has entered the supplier of NVDIA (heat dissipation module), which is the mainland company may be the first to enter, online rumor NVIDIA cooling module accounts for 30% of the chip cost, the actual may not be so exaggerated. But if there is 15%, it is estimated that it is enough for the company to double.
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