What is the hottest technology industry this year, it must be the AI large model, since the launch of ChatGPT, it has detonated the global AI large model competition.
Behind the AI large-scale model competition, there is a huge increase in demand for GPU chips, so this sky-high wealth has come to NVIDIA. Nvidia is naturally making a lot of money, revenue, profits, and ** soaring together, and Nvidia's current market value has reached 112 trillion US dollars, and it is also the only chip company in the world with a market value of more than one trillion US dollars.
Specifically, from February to October this year, Nvidia sold a total of 291$2.1 billion in data center chips, which is almost equivalent to 25 times.
In the third quarter, Nvidia's revenue was 181$2 billion, up 206% year-over-year, with a net profit of 92$4.3 billion, a year-over-year increase of 1259%, how exaggerated is that?
From the market point of view, Nvidia's H100, A100 a card is hard to find, in Chinese mainland is A800, H800 a card is hard to find, ** continues to rise, the world crazy rush to Nvidia's AI chips, orders are lined up to 3 years later, received hands are soft.
Also, How profitable is Nvidia?A H100 card can be sold for 3About $50,000, that's about $2550,000, of which the material cost will not exceed 3,500 US dollars, and the gross profit margin will reach 1,000%.
In the global market, Chinese mainland is also one of NVIDIA's largest markets, and in 2023, ** Chinese mainland will purchase more than $10 billion of GPU chips from NVIDIA, and it will continue to grow in the future.
However, fearing that China's rise in artificial intelligence would affect the interests of the United States, the United States took action and did not allow Nvidia's H800, A800 and other high-end GPU cards to be sold to China.
Recently, U.S. Secretary of Commerce Raimondo even said that Nvidia could not deliberately launch a special version of China's AI chip in response to the ban, so that China could implement artificial intelligence projects, otherwise she would take measures against Nvidia the next day.
Obviously, the market in Chinese mainland is likely to be farther and farther away from NVIDIA, as Nvidia itself predicts, China's chip manufacturers will rise rapidly, and then replace NVIDIA.
And after the United States, the god assisted, did not allow Nvidia chips to be sold to the Chinese mainland market, this splashing wealth came to Huawei.
Because at present, the only high-performance computing chips that can be purchased in large quantities and can partially replace NVIDIA in China seem to be Huawei's Ascend series (Huawei Ascend) AI computing chips.
In addition to providing AI chips, Huawei is also developing technical tools to help customers solve computing power scheduling problems between different computing cards, facilitating hybrid deployment, and launching the Ascend AI cloud service computing power, which adapts to nearly 100 mainstream open source models in the industry to meet the needs of users.
It is said that at present, companies such as iFLYTEK, 360, and Tencent have purchased Huawei's AI chips, and more companies directly call Huawei's AI cloud services.
I have to say that this time U.S. Secretary of Commerce Raimondo is really a divine assist, if it weren't for the ban on Nvidia's AI chips sold to China, it is estimated that the development of Huawei's AI chips will not be so fast, and it will not be able to inherit the wealth that is not splashing.