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
Computing power is the underlying soil of AI chips, and the demand for computing power will grow explosively in the future. According to IDC data, the CAGR of China's intelligent computing power will reach 52.3% in the next five years. Among AI chips, GPUs occupy the main market size. According to IDC data, GPU chips accounted for 89.0% of the market share in the domestic AI chip market in 2022. As the most mature and widely used general-purpose chip in the market, GPU has great application potential, and its parallel computing architecture is more suitable for complex mathematical computing scenarios than other AI chips and supports highly parallel workloads
So the point is, how to grasp the wave of opportunities of "AI computing power chips"? After the recent careful review and sorting, the old demon screened out the list of 5 leading potential stocks of "AI computing power chips", and it is expected to rise sharply in the future! Especially the last one, which is expected to increase 10 times in the near 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/buffering. 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. Jingjiawei: The company is a domestic GPU leader, mainly engaged in graphics radar business, and has successively released JM5/7/9 series discrete graphics card products. AIGC relies on the strong underlying computing power market, and NVIDIA also uses the CUDA platform to achieve GPU computing power. Mainly engaged in the research and development, production and sales of high-reliability electronic products, the products mainly involve the field of graphic display and control, small specialized radar field, chip field and others. The company's graphics display and control products are divided into graphics display and control module products and ruggedized products, the company has successfully developed a series of GPU chips with completely independent intellectual property rights, and developed a series of graphics display and control module products with the company's independent research and development of GPU chips as the core.
4. Topway Information: The company mainly focuses on the construction of Pangu large model computing power infrastructure, Pangu large model is a general term for 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.
The old fans who have been in the circle have eaten a lot of big meat, and friends who often pay attention know that the old demon has always had a unique vision: in March, the layout of China Satcom, North International, Cambridge Technology, BlueFocus, Zhongke Shuguang, etc. are all full of pots, and the layout of Guomai culture in April is 70CM+; Zhongke Information 60CM+, Huajian Group 50CM+, and the recent Canaan Smart 60CM+, Daily Broadcast Fashion and Hangzhou Thermal Power have also eaten 90CM+, this old fan has been successfully witnessed, which shows the strength of the old demon.
The last one, in order not to disturb the main layout, there is not much to say here, the start is in a moment, interested friends may wish to look at the comment area, the answer is known! #股市#