Kunpeng Project
Nvidia stock price skyrocketed 20! Is it regrettable to give up investing in Huawei Cambrian?
Nvidia is making great progress all the way, and Huawei's Cambrian road is promising.
Nvidia's revenue in the first fiscal quarter exceeded market expectations, and Lao Huang expects revenue in the first quarter of fiscal 24 to reach 1 billion yuan, which is good news for Nvidia's after-hours stock price **9%. Lao Huang said that accelerated computing and generative AI have reached a tipping point, and the global demand for NVIDIA continues to grow. Nvidia's development prospects are optimistic, and its annual profit is expected to reach about 50 billion yuan. Nvidia is working hard to enter the data center field, and the cost of data centers is expected to rise to 100 billion yuan this year. At the same time, OpenAI launched Sora, an innovative macro model of Wansen Lottery, which has become one of the hot topics in global artificial intelligence technology.
1.Improving NVIDIA's ** chain.
The improvement of NVIDIA's ** chain will boost the company's profit growth, and it is expected that the scale of global data center construction will reach a higher level in the next few years, bringing more business opportunities to the artificial intelligence industry. Huang's optimistic outlook and the company's steady growth will further solidify Nvidia's dominance in the hardware market.
2. OpenAI attracts global attention.
OpenAI's SORA model is seen as a major breakthrough in the field of artificial general intelligence, attracting worldwide attention. SORA is not only a generation tool, but also has the ability to understand and reproduce the real world, and is considered a fundamental path to building a universal simulator of the physical world.
Comparison of the strength of artificial intelligence enterprises in China and the United States.
In terms of the scale of hardware companies and R&D investment, the gap between China and the United States is becoming increasingly apparent. As a leader in the global artificial intelligence industry, NVIDIA has a strong R&D team and rich resources, while domestic companies still have a big gap in this regard. However, with the comprehensive planning and support of the development of artificial intelligence by leading enterprises, the domestic artificial intelligence industry is expected to make greater progress in the future.
1) Comparison of the scale of hardware enterprises in China and the United States.
There are obvious differences between NVIDIA and Huawei, HiSilicon, Cambrian and other Chinese and American AI hardware companies in terms of employee size and R&D investment, especially in terms of the number of hardware engineers and R&D teams. For future development, national enterprises need to increase R&D investment, improve hardware manufacturing strength, and narrow the gap with international giants.
2) Comparison of application companies in China and the United States.
There is a huge difference between Chinese and American application companies in terms of the number of AI professionals and R&D investment, and American companies have more talent resources and R&D investment, which shows the development status of China and the United States in the field of AI application. However, China has a large user base and a rapidly iterative application environment, which lays a solid foundation for future development.
Prospects for AI development in the United States and China.
As central enterprises increase their support and investment in artificial intelligence, Chinese's artificial intelligence industry will usher in a broader space for development. At the same time, China has obvious advantages in talent pool and technological innovation, which provides a strong guarantee for catching up with and surpassing the United States in the field of artificial intelligence.
1. Giants compete for computing power.
The turning point from the quantitative change to the qualitative change of talent will come in 2025, China has a large number of scientific and technological talents, as well as the support of the 985 project, which will inject a steady stream of vitality into the development of the industry. Coupled with the gradual enhancement of the technical reserves and independent innovation capabilities of domestic artificial intelligence hardware enterprises, Chinese's artificial intelligence industry is expected to usher in a new round of take-off.
2.hardware and software together.
Chinese intelligent hardware enterprises have made certain progress in R&D capabilities and technological progress, and have certain advantages in the future development of tens of millions or even billions of card molds. However, improving the software ecosystem and deepening the application scenarios will take China's AI industry to the next level.
3.Accelerate application iterations.
China has the advantages of fast iteration speed and good user experience in the field of artificial intelligence applications. Through continuous feedback and improvement, Chinese app companies are expected to gradually narrow the gap with international giants. Technological progress and innovation will be the key to Chinese's artificial intelligence industry to achieve transcendence.
Outlook and summary.
Chinese's artificial intelligence industry is at a basic development node. Through multiple measures such as increasing R&D investment, improving technological innovation capabilities, and expanding application scenarios, China is expected to compete with or even surpass world-class scientific and technological powers in the future. The state's support and guidance for the artificial intelligence industry will become an important driving force for the rapid development of Chinese's artificial intelligence industry, and I am full of confidence in the development of Chinese's artificial intelligence industry.
Summary. With the introduction of enterprise support policies and the continuous improvement of software and hardware technology, the future development prospects of Chinese's artificial intelligence industry are very broad. With a huge user base, rich talent reserves and the support of ** policies, Chinese's artificial intelligence industry will usher in a better future. In the future competition, Chinese's artificial intelligence industry is expected to achieve the goal of catching up with and surpassing the United States. Huawei, HiSilicon, Cambrian and other enterprises will become an important driving force for the start of Chinese's artificial intelligence industry. May Chinese's artificial intelligence industry show a dazzling light on the international stage!