Gambling $7 trillion, Nvidia has achieved its goal in the strongest chip war
There is no strongest, only stronger. I thought that NVIDIA's increase of 2 billion a day had made the world see the future of chips, and the chip war between China and the United States had made the world see the cruelty of technological competition. Unexpectedly, Sam Altman, the head of OpenAI, launched a chip plan of 7 billion yuan, but the spearhead was directed at Nvidia.
One battle has not yet ended, another technical confrontation has begun. Will the fierce competition between China and the United States in the field of chips intensify again? The United States has already made a $7 billion bet, are we going to follow or not?
The symbolic war intensified again.
In the era of personal computers, the United States defeated the Soviet Union to achieve hegemony, in the era of mobile Internet, the United States suppressed Japan and South Korea to reap the benefits of fishermen, and now, in the era of artificial intelligence, China and the United States will fight again, and the war of chips will become the key to the technology game between China and the United States.
Looking back at history, we can see that this is the case. Since the time of the PC in the last century, whoever wins the chip race will reign supreme in the technological and economic spheres of the future.
In the last century, both the United States and the Soviet Union ushered in the advent of the Internet era, but the United States and the Soviet Union chose different paths, that is, American scientists invented the transistor, which paved the way for the great development of integrated circuits later.
Subsequently, the United States entered the PC era before the Soviet Union and gradually widened the gap with the Soviet Union in the economic sphere, and finally won.
When the era of mobile Internet arrived, companies such as Qualcomm and Apple in the United States gave birth to the great development of mobile Internet, which laid the foundation for the great development of science and technology and economic progress in the United States. We also caught up at that time and achieved rapid economic development.
And now the problem we are facing is that in the era of mobile Internet, our chips are blocked or even delayed, but the United States has stepped forward and launched an attack on artificial intelligence.
Like OpenAI Sam Altman in the United States, it has launched a 7 trillion yuan chip plan. Because, as we all know, in the field of artificial intelligence chips, Nvidia (NVIDIA) of the United States has long led the world.
And now that Ultraman has launched such a large-scale chip program, at first glance, it seems that Ultraman is heading for NVIDIA, but in fact, behind this, what shocks us the most is the challenge.
It can be seen that the support of artificial intelligence for computing power is lagging behind, and the basis of computing power is computing power chips.
And in this arithmetic competition, at the moment there are only China and the United States on the chessboard, what have other countries done? Almost nothing, so to speak. Because, in the era of mobile Internet, only China and the United States are the most mature.
Therefore, the chip battle behind this computing power is actually a struggle between China and the United States for future technological hegemony. I thought that NVIDIA, the leader of artificial intelligence chips, could satisfy the United States, but I didn't expect that the competition launched by Ultraman was even greater, and the cost reached 7 billion yuan.
It can be said that 7 trillion yuan is more than most countries can afford. Not to mention technical talents, it is already remarkable to be able to raise such a large amount of money, and now that the United States has started, it depends on whether we can keep up with it.
Next, it means that we not only have to make up for the lack of chips in the mobile Internet era, but also invest more costs in the field of artificial intelligence chips. And this is another battle, the United States has the advantage, we are moving forward.
And now, not only Ultraman has issued challenges and accusations, but even Nvidia has sent a war letter, and even the technology giant Apple has also entered the war, so to speak, the war of technology and even chips between China and the United States has started again.
China needs to respond to war.
The era of intelligence is known as the fourth revolution, and computing power is the foundation of intelligent computing. At the moment, the United States is going all out, and the giants are joining one after another, so naturally we cannot afford to lag behind.
The competition in the field of science and technology is the future, and whoever is half a step ahead will be able to obtain the throne of scientific and technological hegemony, which is not only a question of improving the level of science and technology, but also a question of the right to redistribute global wealth. Whoever leads has the right to cut the big cake.
Therefore, in this confrontation, we cannot relax, let alone lag behind. If you fall behind, you will be beaten. This is the hard lesson we have learned.
And just recently, Nvidia (NVIDIA), a leader in the field of artificial intelligence chips, issued a clarion call to fight directly to us. In a filing with the U.S. Securities Commission, Nvidia named Huawei as one of its main competitors.
It can be said that the United States has been attacking us from the very beginning. Before Nvidia took the initiative, the United States had issued a decree prohibiting the flow of high-end chips from the United States to China, especially ordering Nvidia not to send its high-end computing chips to China.
Not only are we trying to make our lame part stand out, but now even the promising Huawei is once again listed as a serious competitor. It is conceivable that in the near future, the United States will certainly make another breakthrough in this field.
In addition to challenging in the field of chips, Biden himself recently signed an order restricting the so-called sensitive data to us. It can be said that this is another obstacle for us in the era of artificial intelligence.
Because as we all know, today's artificial intelligence needs a lot of data to cultivate, and at the same time, it also needs some relevant underlying logic and other data. And these, before the United States, were all big fights against TikTok, but now it's a turn for us to restrict, so to speak, Biden, it's all for us to restrict.
In addition to these core business challenges, even tech giant Apple has recently signaled its foray into artificial intelligence. In order to get a head start in the field of artificial intelligence, Apple has even abandoned the electric vehicle industry that has been developing for many years.
It can be said that in the field of artificial intelligence, the United States has assembled a huge lineup. With the support of the chip big brother, the escort of the US official, and now the help of Apple, the God of Wealth, it can be said that the United States is determined to win.
As for us, progress is still slow. In the field of application, we are still catching up; In the tablet space, only Huawei's 910B Rise tablet can compete with it, and it also has to face the United States when it comes to manufacturing bottlenecks.
At present, the artificial intelligence storm in the United States has been blowing, from the so-called ChatGPT, SORA, and now the landing of American giants, all of which show that this road has become clearer and clearer and cannot be shaken. And we should focus a lot of energy on developing ourselves, rather than fighting in isolation.
The battle is over. Time is running out.