Whether to invest in the domestic chip industry is a question worth studying. After a long period of research, we came to the conclusion that no company in China can catch up with Nvidia in GPU, just as no company in the CPU era can be Intel.
**Ten Thousand Fans Incentive Plan In the case of such a big gap with Nvidia, in the face of the blockade across the world, the development of our entire chip industry is like being locked by the wisdom of the three-body man, stopping before 7 nanometers. Having lost imported raw materials, Cambrian, the most promising GPU company, has lost its market competitiveness, its operating income has fallen sharply, and a large number of employees have left.
Other chip companies are nothing more than CPU companies that have made some GPU-like architectures to compensate for the market. It's like tearing down the east wall to make up the west wall, the brick is still the same brick, and if it is the brick to save the scene, not to mention what breakthrough can be.
With the advent of the AI era, the competition between countries will no longer be economic competition, but the competition of computing power.
The computing power of a large number of GPUs is like a large number of neurons piled up into a brain, only the largest neuronal tissue can become a brain, while other neurons can only be reduced to neural tissue.
So there is only one Nvidia in the world, and there is only one Open AI. AI all over the world cannot compete with super AI, and the ultimate cost-best option is to become part of the neural tissue of super AI.
In the age of AI, we don't have the ability to make neurons, nor do we have the ability to give birth to the strongest brains.
"CPU-based PCs will be phased out, while GPU-based AI computers will dominate the market," Huang said. ”
In the next three years, when AI computers are used on the other side of the earth, we will still be using PCs. It's likeI use a 5G smartphone and you can only use a 2G Nokia tablet button phone
The upheaval iteration of the new era of technology has happened, and we are still hovering in the same place. It's not that we don't want to catch up, it's that we have to be stuck in place when we are already lagging behind.