With the emergence of various large AI models, computing power chips represented by GPUs are in short supply, and prices are also rising. As the world's largest AI computing power provider and GPU chip giant, Nvidia has taken the lead in occupying the AI large-model computing power chip market, and its market value has exceeded the trillion-dollar mark.
The latest news is that Open AI, the creator of ChatGPT, is preparing to build cores. It is exploring self-developed AI chips and has evaluated potential acquisition targets to accelerate the research and development of self-developed chips.
At the same time, people familiar with the matter revealed that Microsoft will also plan to launch the company's first chip designed to support artificial intelligence (AI) at its annual developers conference next month to reduce costs and reduce its burden on Nvidia. rely. It is understood that this Microsoft chip is designed for data center servers that train and run large language models (LLM).
Since the AI large model boom represented by ChatGPT swept the world, AIGC has entered a period of rapid development. At the same time, computing power anxiety also hangs over major manufacturers.
As we all know, large AI models represented by ChatGPT require strong computing power support behind their operation. Relevant data shows that the total computing power consumption required for a model training of ChatGPT is 3640PF-days, requiring a 7-8 investment scale of 3 billion and computing power. Only a 500P data center can support operation.
It is obvious that currently, the global demand for computing power is experiencing a blowout.
Currently, in terms of market share, Nvidia, the leader in GPUs, dominates the world and has monopolized global computing power. Relevant data shows that NVIDIA’s independent GPU market share reaches 80%, and its high-end GPU market share reaches 90%.
You must know that the market situation of "one dominant company" is not conducive to the healthy and long-term development of the industry.
Therefore, whether it is based on cost considerations or reducing dependence on NVIDIA, technology giants have begun to develop their own AI chips, which have become a major trend. At present, major manufacturers including Google, Amazon AWS, Alibaba, Baidu, Huawei, and Meta have started to develop self-developed AI chips.
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