Text/Wang Xinxi
On the evening of February 22, investors in the world are all because of the stock price of It was shocked.As of the close of February 22 local time, Nvidia reported at $ 785.38, rising 16.4%, and the market value increased by 273.3 billion US dollars.
P ID = "2GLGBNEB"> twice the times last year, and this year has risen 60%. The market value has exceeded , Google, second only to Microsoft and Apple.
Nvidias current market value is as high as 1.9 trillion US dollars. This number is almost the same as the worlds top ten Italian and Canadian GDP, and it is already rich.
Nvidia skyrocketed 2 trillion yuan overnight. There are not many people behind them.
AIs progress and demand, Nvidia has been standing in a critical position, and is the promoter of the industry
Nvidia can be standing in the strong player Lin Li or even the country with the countryThe chip industry of the combat unit can stand out, and it is inseparable from Huang Renxun, CEO of Nvidia.
In the early 1990s of Nvidel, Lao Huang was aimed at the gap in the game market.It integrates a variety of functions such as graphics cards, sound cards, and handle drivers, which produces the first graphic revolution and brings the birth of the GPU.
After becoming the main player of the chip industry, in 2004, the software development platform began.It is found that the part that can be performed in parallel computing in the code is gradually formed by the platform sharing here, and the CUDA library is gradually formed. Today, the running code is basically automated and calculated.
The efficiency has been greatly improved, and it has laid the foundation for deep learning, image recognition, autonomous driving, AI and other unimaginable areas.
2012 is the critical year. Nvida GPU became a god. Alex Krizhevsky used the GPU to conduct deep learning. After several days of training, he won the championship in the ImageNet competition.The hardware+CUDA platform made the amount of computing that could not be completed by supercomputers with millions of dollars at that time.
After that, , and other giants all crazy to buy Nvida GPUs. By 2015, 2015Almost all companies involving image processing and artificial intelligence are using Nvidia products, and their chips are used in large quantities of search, image recognition and artificial intelligence.Later, Lao Huang abandoned smartphone chips, bet on artificial intelligence and GPU, and achieved the world in the world in artificial intelligence high -end chips.
After ChatGPT launched a 3.5 version in November 2022, artificial intelligence burst overnight overnight, and a large number of companies are grabbing the best AI chipThis has caused Nvidias data center business to grow at a high speed, especially its GPU (graphical processor) application in AI training and reasoning, bringing significant income growth.In general,
AI progress and demand surge, Nvidia has been standing in a critical position.The first video of the video Sora burst, Nvidia stepped on all the air outlets, driving growth expectations
Nvida revenue in the fourth quarter of $ 22.1 billion——In data center revenue of 18.4 billion US dollars, car business revenue of 281 million US dollars, and game business income of US $ 2.9 billion, almost all businesses have exceeded expectations.and the current first video big model Sora burst, further detonating the global computing power demand, Nvidia in the artificial intelligence (AI) product marketOccupying the worlds leading position, there is a high premium in the high -end chip market, which directly detonates its market value.
From the historical perspective, Nvidia almost stepped on all the air outlets. During the VR fire around 2015, Huang Renxun announced that the performance of 1060 soared soaring performance soaring.Prior to this, the industry could not support VR performance needs at all.
In 2016, the autonomous driving fire was turned on. Huang Renxun customized the autonomous driving computing card for Tesla.The graphics card is dry to tens of thousands.
The 20 -year cosmic fire, 22 years of ChatGPT, the demand for Nvidias high -performance GPU has risen, and now it is a big video model.Soar.
In the current global category, whether it is large technology companies or government agencies, they are actively investing in AI technology to improve data processing capabilities and develop intelligent applications.
The global demand for high performance calculations has increased, which has ledDuring the war, Nvidas GPU became key hardware support.
Nvidias madness not only drives A -share AI concept chickens and dogs, but also drives Japanese chip stocks to rise, European technology stocks have also risen.
Nvidia still has the potential in the Chinese market: big models have gold rush, Nvidia sells shovel
Behind it is due to the era of computing power in this era. The computing power is the "base" of artificial intelligence progress. The bottom layer of the large model is AI (computing power) chips. ChatGPT is the result of a large number of Nvida GPU intelligent operations.After the explosive growth of ChatGPT brought about computing power demand, Sora further detonated the global computing demand.
Now major technology giants are developing big models. In the words of Nvidia CEO Huang Renxun, accelerated calculations and generating artificial intelligence have reached the detonation point.
Even recalls the past history, the breakthrough of artificial intelligence is the result of Nvidias efforts behind it.
OPEN AIs market value less than one year, from 30 billion to 90 billion now, Nvidias financial report profits have increased 6 times.But in this crazy background, the only area where Nvidia fell was China.Limited to the US chip sanctions, only the castrated version of the Nvidia chip can be used in China.
If one day the Chinese market is not restricted, how much can you imagine Nvidias revenue?
In the current ChatGPT in China, in the past year, a large number of domestic computing power models have appeared in our market.However, the bottom layer behind this leaves AI chip capabilities. In the field of AI chips, Nvidia is a monopoly and fault -type lead.
Nvidia does not have the target company worldwide, and China does not have
Really match the target company.This is placed in the Chinese market. In the technology industry, many technology companies in the United States, from Facebook, Amazon, Google to , etc.There are target companies.But Nvidia did not.According to Reuters, Huaweis Ascend series chips are competitors of Nvidia AI chips.The Shengteng 910B chip launched by Huawei last year was regarded as a Chinese alternative to A100 chips launched by Nvidia three years ago.
In the field of AI chips and computing power, Huawei competes with Nvidia in supplying artificial intelligence chips.There is a distance, and it is still not the target company.
and another company that talks about in the industry is Moore thread, but in fact, the problem of the Moore thread is that the independent technology is not enough.The company authorized the IP architecture of the mobile phone GPU.It has established a series of various products such as S10, S30, S50, S60, S80, S3000, etc., which was quickly launched in just 3 years.Performance and performance are obviously backward.
According to the leading trend of Nvidia, the gap between China and the United States in the AI field will be expanded, which is worth thinking about.This is why yesterday, the state requested that central enterprises should put artificial intelligence in a global work plan.
In the past, when a strong benchmarking opponent appeared in China, it often affects the imagination and growth prospects of Silicon Valley related companies.For example, in the past, Tesla, as a leader in electric vehicles, has experienced a surge in market value. Musk has also become the richest man in the world. HoweverSuppressed.
At present, there is no domestic series similar to the deep binding of CUDA and Nvidia hardware. AI chip hardware technology and software technology are very large.Adopting a strategy compatible with the CUDA open source framework, a lot of domestic manufacturers are still in the initial stage. There is no control of autonomy at the bottom of the software and hardware.It means that in the global market, the stronger the strong situation is becoming more and more obvious in a short period of time, and even the gap may be widening, which is why the capital market is optimistic about the growth of Nivisnda in the future.
From this trend, Behind Nvidias skyrocketing, we need to see a sense of crisis. The investment and research and development of domestic computing power chips should be hurried.
