The United States has mastered the lifeblood of the "new generation of oil"?
The global "chip brother" appeared
The biggest winner in the AI era is NVIDIA
A company that often talks about "don't underestimate China."
Two days ago, the intraday market value of U.S. stock NVIDIA once exceeded $1 trillion
Become the world's highest market capitalization chip company
That's almost twice as much as TSMC
Also after Apple, Google, Microsoft, Amazon
The fifth tech giant to put its foot in the "trillion-dollar club"
In October last year, NVIDIA's market value could reach as low as $270 billion, an increase of 2.5 times in just half a year
Why did it suddenly rise so sharply?
Mainly brought by the recent artificial intelligence boom
For example, the reason why ChatGPT can be popular all over the world, the core hardware is that NVIDIA originally provided 10,000 chips A100 GPU chips
Just as making mobile phones requires Qualcomm and MediaTek chips, AI large models also need NVIDIA chips, because the core elements of AI large 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 in your hand.
At present, on the AI chip, NVIDIA can be said to be the only one, occupying 60% of the global market share, and now the major giants are engaged in AI intelligence, chip demand is large, NVIDIA chip orders have been received are soft, simply can't be busy.
The price of A100 chips has skyrocketed by almost forty percent, and even some 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 United States, like A100 and H100 chips, we can only buy "low-end versions"
Therefore, if you want to not lag behind in the era of artificial intelligence, you must eventually stand up with domestic chips.
NVIDIA CEO Jensen Huang recently said: There are many CPU startups in China, don't underestimate China's ability to catch up in the chip field.
He also said: China's current resources in the chip field are very large, NVIDIA must run very fast.
The era has come, I only hope that our Chinese chip companies can run faster!