U.S. companies are turning to "Made in China", and Chinese companies may benefit
Who should be the first to say"nvidia"？
Given that U.S. semiconductor companies have begun to restrict shipments of Nvidia's high-end chips, and even the first round of special edition A800 series has been banned from shipments, it makes sense that Chinese companies are in the first camp of Nvidia's denormalization.
But what I didn't expect was that American companies would be the first to enter the first field.
An Open AI executive said they intend to build a multi-trillion yuan (up to 7 trillion yuan) AI chip infrastructure, which includes chip manufacturing capacity, power**, data centers, and more. For them, building a large-scale AI infrastructure and establishing a more stable ** chain is a direct way to maintain a competitive advantage under the current AI megatrend.
Industry experts call this the ambition of Sam Altman's chip empire, as they expect that once the investment amount and goals are achieved, it may bring about a complete transformation of the global semiconductor industry. After all, the huge investment of 7 billion yuan is far beyond the scale of the current global semiconductor industry.
At first glance, it seems that if they build such a huge system again, it will be quite disadvantageous for Chinese companies.
Because of a thousand words and ten thousand, whether they are going to Nvidia or not, in the final analysis, they always want to seize the artificial intelligence chip market, and our national manufacturers are also placed on this point in the focus of competition, and their rise is undoubtedly a new strong opponent for us. Especially now, even Nvidia has established this cutting-edge that it can't quickly leap over"The chasm"。
However, I don't think things should be so optimistic, on the contrary, the first one to open up in the face of artificial intelligence"De-NVIDIA"field, Chinese companies should laugh.
First of all,"Open AI"The plan sends a clear signal: American companies are starting to get annoyed with Nvidia's growing position, which is why they want to make their own chips to replace Nvidia's massive chips**. In other words, they want a piece of the huge market, and they don't want Nvidia to dominate alone.
In fact, in addition to opening up artificial intelligence, giants such as Google and Meta are also rapidly joining the artificial intelligence industry, and the excuses they find are very uniform, that is, the demand for artificial intelligence chips is too large, and NVIDIA's production capacity still has room to rise.
Of course, the NVIDIA challenge has only just begun, and the tougher and more competitive competition has given us plenty of room to play at the national level to a certain extent. Colloquial name"Heroes of troubled times"。
Secondly, the situation that AI chips are in short supply may have an explosion some time ago. Previously, Nvidia met with TSMC's senior management, hoping that TSMC would alleviate the shortage of AI chips by expanding production capacity. At the same time, Nvidia also intends to include Intel, Samsung and other companies in its supply list. In this context, it can only be shown that the production of AI chips in the future is not difficult and urgent. In such an urgent environment, domestic AI chips are more likely to enter foreign markets.
It is not so much to replace the internal market itself, but to allow the external market to expand its living space. Otherwise, we will never be able to compete with Nvidia in global power.
However, the ambition of Open AI is still too great, and whether it succeeds is another matter. But for now, its entry into the game has left Nvidia scratching its head, and it will still bring us some opportunities. For that matter, you think 7 billion of that"Ultraman"Can financing really be successful? What is your opinion on this matter? Comments, likes, and shares are welcome!