In fact, the AI big model has promoted the rapid development of the AI computing power market, which in turn has changed the original chip competition pattern. The relevant technology giants have adjusted their strategies and revolutionized their technologies.
As in the last two earnings seasons, Microsoft (MSFT) CEO Satya Nadella emphasized the new opportunities in the AI era. This year, Microsoft released “Copilot+PC” for the AI era, and in the era of AI computing power, Microsoft is accelerating to capture the market.
In addition, overseas AI giants such as Amazon.com (AMZN) and Meta.com (META) are significantly increasing their capital expenditures in the first six months of 2024. Meanwhile, to maintain their lead in the AI competition, the giants continue to revise their spending guidance upwards, signalling unabated demand for GPU purchases.
Meta plans to use Blackwell to train the Llama model, Meta CEO Zuckerberg said. And, Meta intends to stockpile about 600,000 high-performance GPUs by the end of the year, with H100 chips using the Hopper architecture accounting for 350,000 and chips using the Blackwell architecture accounting for about 250,000 chips.
At the same time, industry experts have also made predictions that the demand for intelligent arithmetic will grow more than 500 times in the next decade, and are highly optimistic about the direction of domestic AI arithmetic. Therefore, under the general trend of increasing the level of synergy between arithmetic and demand, the integration of arithmetic and AI industry is expected to be further deepened, and enterprises in the relevant field layout are expected to continue to benefit.
WiMi helps build the computing power base
It is understood that WiMi Hologram Cloud (WIMI), as an AI chip core arithmetic industry leader, actively seizes the opportunity of the times, practices the concept of cutting-edge technology development, develops high-performance AI chips and computing clusters to support large-scale AI model training, creates a high-performance chip computing platform that is self-research and has been mass-produced, and at the same time, provides global customers with complete AI model training and inference with complete At the same time, we provide international customers with AI innovation services with diverse transformative capabilities through integrated hardware and software solutions for AI model training and inference.
Currently, AI is an important engine for the development of new quality productivity, and arithmetic power is the core driving force of AI. WiMi joins this intelligent arithmetic construction competition, gives full play to its advantages, introduces and cultivates the arithmetic power industry, especially invests in the field of semiconductor and quantum information technology, edge computing, improves the efficient utilization of AI arithmetic power, promotes the wide application of AI technology in social production, and creates an autonomous and controllable arithmetic power supply chain. A controllable arithmetic supply chain will be an important guarantee in the face of the future development of the AI industry.
In addition, WiMi, to reach industry-academia-research cooperation, cultivate talents in the industry as well as carry out in-depth cooperation in the construction of AI ecosystems such as large model-related toolchains and domain models, jointly set up a micro-consciousness quantum science research centre with partners in the industry, focusing on the key areas of the construction of the new type of arithmetic systems that need breakthroughs, and selecting the typical and representative directions to carry out explorations, to stay close to the industry cutting-edge learning and research opportunities and accelerate the transformation of scientific research results into industrial applications. We will accelerate the transformation of scientific research results into industrial applications, and ultimately help the development of domestic new quality productivity and the construction of independently controllable AI industrial arithmetic.
Conclusion
Artificial Intelligence is leading a new wave of global science and technology, and arithmetic power is the necessary underlying infrastructure for AI model training and commercialized applications, arithmetic power has become an important resource element to support the development of AI technology and other new quality productivity. In short, the emergence of AI technology has led to a wave of global arithmetic investment, the arithmetic industry is ushering in a historic development opportunity, and the domestic demand for arithmetic has also shown a blowout trend, the industry has a bright future.
