AI computing power chip is the core device that supports the operation of AI server, also known as AI accelerator or computing card, which is a module specially used to process AI computing tasks. In a broad sense, chips that can run artificial intelligence algorithms are called AI computing power chips, which can meet the complexity and diversified needs of AI algorithms, and have significant characteristics such as high performance, low power consumption, low latency, and high parallelism.
At present, there are common chips on the market. There are a wide range of application scenarios in cloud computing, data centers, edge computing, Internet of Things, smart phones, smart cars and other fields. Let's take a look at these chips
GPU: The leader in the AI computing power industry, the most versatile
GPU graphics processing is the first chip introduced into deep learning. Among AI chips, GPUs with ultra-high computing power and deep learning capabilities are the chips mainly used by ChatGPT, in addition, the technical route of CPU+FGPA can achieve similar effects.
CPU is the abbreviation of Central Processing Unit, which is the core hardware unit that controls and allocates all hardware resources of the computer and performs general operations, and is also the "heart" of the computer. The operations of all software layers in a computer system will eventually be mapped to the operations of the CPU through the instruction set. The CPU includes arithmetic, controller, registers and other modules.
ASIC: The strongest specificity, the pursuit of special customization
An ASIC is a fully customized integrated circuit chip for special requirements. It is more customized than GPUs and FPGAs, and hardware algorithms cannot be modified after production. ASIC computing power level is generally higher than CPU, GPU, FPGA, but the initial investment is large, the professionalism is strong to reduce its versatility, once the algorithm is changed, the computing power will be greatly reduced, and it needs to be re-customized.
FPGA: Semi-custom chip with high flexibility
An FPGA is a semi-custom chip that can be flexibly programmed. FPGA (Field-Programmable Gate Array), that is, field programmable gate array, is a logic device that can be repeatedly programmed by engineers. It redefines each logical block and the connections between them to build complex digital circuits without physically connecting individual gates and triggers, and is a leading technology process worldwide. Like CPUs, ASICs, GPUs, etc., they are fixed chips and cannot be changed.
With the outbreak of Al applications, computing power has become one of the core driving forces for the development of artificial intelligence, and more and more AI applications have been applied, giving rise to a variety of computing power requirements. At present, a new round of scientific and technological revolution and industrial transformation is accelerating, and the development of Al computing power provides new possibilities for the intelligent transformation of various industries and industries.
So the point is, how to grasp the wave of opportunities of "AI computing power chips"? After the recent careful review and sorting, Dege has screened out the list of 4 leading potential stocks of "AI computing power chips", and it is expected to rise sharply in the future!
1. Montage Technology: The company has been deeply engaged in the field of memory interface chips for more than ten years, and has become one of the world's leading suppliers that can provide complete solutions from DDR2 to DDR4 memory full buffer/half buffer. In addition, Jincao CPU is a series of x86 architecture processors with pre-detection and dynamic security monitoring functions launched by Montage Technology, which is suitable for Jinchao or other general-purpose server platforms
2. Loongson Zhongke: The company's main business is the development, sales and service of processors and supporting chips. The main products and services include processors and supporting chip products and basic software and hardware solutions. Won the "Golden Tripod Award" of Excellent Network Information Product Basic Software and Hardware Award. The product names mainly include Loongson No. 1, Loongson No. 2, Loongson No. 3, bridge piece, basic software and hardware solutions
3. Topway Information: The company mainly focuses on the construction of Pangu large model computing power infrastructure, Pangu large model is a series of large models, including NLP large model, CV large model, multimodal large model and scientific computing large model. The company is Huawei's only strategic partner of "Ascend AI/Kunpeng Computing + Open Source Hongmeng Operating System", and in the first half of 2022, the company's Ascend AI server shipments ranked first among Huawei partners.
4. The most optimistic one, worth paying attention to
1. Covering the world's five major public cloud and domestic mainstream public cloud vendors such as HUAWEI CLOUD and China Mobile Cloud
2. Microsoft agents + cloud service providers have the potential to benefit from the landing of Microsoft AI products in China, and the two-wheel drive of information innovation + AI
3. IT leader, increase holdings by 2 million shares, edge computing + NVIDIA + East data and west computing + big data + ChatGPT and other concepts of the first leader
4. The stock price is not high, with a market value of more than 18 billion, which is tied with the super leader of Hongbo shares
Without further ado, the launch is instantaneous
Risk warning: The views mentioned in this article only represent personal opinions, and the subjects involved are not recommended, and you buy and sell at your own risk.