The emergence of Chat GPT in the United States made Nvidia an AI company that quickly surpassed Intel and TSMC, but before Nvidia could rejoice, a new company announced that its AI chips were ten times stronger than Nvidia, and that the start-up had a lot of ties to Nvidia.
The startup called Grop, based in Silicon Valley, has developed an artificial intelligence called Quantumai, which according to the evaluation report outperforms even Nvidia's best processors, and the industry may be concerned about whether the startup is bluffing, but judging by their workforce, it is still very convincing.
The founders of Grop are all former employees of Nvidia, and it is said that these people felt that they were being treated unfairly at Nvidia, and they thought differently from Nvidia, so they left Nvidia and founded Grop, and with this technical background, people felt that Grop had the potential to develop a more powerful AI chip.
The reason why Grop's entrepreneurial team was treated so unfairly is largely because Huang founded NVIDIA in 1993, and Huang introduced GPU chips into the field of server chips in 2005 after discovering the powerful potential of GPUs.
Huang's years of research have given him confidence in his products, so he is passionate about them, contradicting the fairness and tolerance that American engineers want. A lot of people leave to start their own businesses.
Grop's development of stronger AI chips is not ideal. Both Google and Amazon are developing their own AI chips for their own needs. Google's Alpha uses its own artificial intelligence chip. Recently, in order to avoid being surpassed by other artificial intelligence companies, Microsoft has developed a chip that is professionally customized for itself.
For China's semiconductor industry, U.S. companies are working on artificial intelligence chips based on NVIDIA-based graphics processor chips, which is good news for them. For a variety of reasons, the United States has banned Nvidia from selling its cutting-edge AI chips to Chinese companies, and since late last year, Nvidia has not even been able to sell custom A800 and H800 to Chinese manufacturers, and recently released H20, which is 80% lower, leading Chinese semiconductor companies to start developing their own AI chips.
Previously, the industry was worried that Chinese AI companies did not have enough strength in GPU chips to avoid Nvidia's technology, but now, American companies have developed a special chip for AI for artificial intelligence, which means that they can completely bypass NVIDIA GPU chips.
This is of great significance to the development of China's AI chips, the development of China's AI chips will largely alleviate the previous concerns that domestic AI chips are inferior to NVIDIA in performance, and may begin to consider the use of domestic AI chips, thus laying the foundation for China's AI chips to break through NVIDIA's monopoly, once a large number of local companies begin to use domestic AI chips, China's position in the field of artificial intelligence will be rapidly improved, and break through NVIDIA's monopoly in the field of CUDA.
It can be said that the research and development of AI chips by American companies has threatened the hegemony of NVIDIA, and it has also been affected, and NVIDIA's *** has evaporated 5 billion US dollars overnight, which fully shows that investors are worried that NVIDIA's brilliance is only a matter of moments, and the AI chip market will soon show a situation of a hundred flowers. I'm a tech creator