Global chip brother, don't underestimate China!
Computing power in the era of artificial intelligence is "oil"? And Lao Mei has already mastered the lifeblood of the "new generation of oil"? The world's real "chip brother" has appeared, which is the biggest winner in the AI era. A company that talks about "don't underestimate China."
Two days ago, the intraday market value of the US stock NVIDIA once exceeded $1 trillion, becoming the world's highest chip company, almost twice that of TSMC, and the fifth technology giant to enter the "trillion dollar club" after Apple, Microsoft, Google, Amazon. In October last year, its market value was as low as more than $270 billion, an increase of 2.5 times in just over half a year.
Why is it so fierce? The main reason why ChatGPT can be popular around the world brought by the artificial intelligence boom is that NVIDIA provided 10,000 A100 GPU chips. Just as making mobile phones requires Qualcomm MediaTek chips, AI large models also require NVIDIA chips. Because the core elements of AI big models are computing power, algorithms and parameters. If algorithms and parameters look at the company's technical level, then computing power looks at how many chips you have.
At present, in the AI chip, NVIDIA can be said to be the only one, accounting for 60% of the global market share. And now the major giants are engaged in AI, because everyone is already soft on orders, and they can't do it at all. The price of A100 chips has skyrocketed by nearly four percent, and even orders have been scheduled for December. So it is not an exaggeration to say that NVIDIA is the biggest winner in the era of artificial intelligence.
However, it is difficult for us to buy NVIDIA's most advanced chips. Because of the limitations of the old beauty, like A100 and H100 chips, we can only buy the "low-end version". Therefore, if you want to not lag behind in the era of artificial intelligence, you still have to stand up with domestic chips in the end. Nvidia CEO Jensen Huang recently said that there are many GPU startups in China, so don't underestimate China's ability to catch up in the chip field.
He also said that China's current resources in the chip field are very large, and "NVIDIA must run very fast". I only hope that our Chinese chip companies can run faster!
