The unprecedented breakthrough in the general big model has stirred up a pool of artificial intelligence (AI). Orient Securities believes that the data center industry chain will continue to benefit from the demand for chip computing power upgrades brought by the AI model, and the user experience of AI applications will continue to improve.
The chip market that is used to perform artificial intelligence (AI) workload is growing at more than 20 percent a year, according to Gartner.
The agency expects the AI chip market to reach $53.4 billion in 2023, an increase of 20.9% over 2022, and to grow by 25.6% to $67.1 billion in 2024. By 2027, AI chip revenue is expected to more than double the size of the market in 2023, reaching $119.4 billion. Gartner Analysts noted that the future mass deployment of customized AI chips will replace the current dominant chip architecture (discrete GPU) to accommodate a variety of AI-based workloads, especially those based on generative AI technology.
Demand for AI chips continues to boom
AI chips, also known as AI accelerators or computing cards, are chips dedicated to handling AI-related computing tasks. They are an important cornerstone of building computing power. While the big model construction is in full swing, the demand for large model computing power will further drive the research and development of AI chips, and the intersection and integration with other fields of health, education, transportation and so on will gradually deepen.
ChatGPT Such generative AI tools, when running, need to process a large amount of data, which must be retrieved from the memory chip and sent to the processing unit for calculation. In the face of the blowout demand for AI chips brought by the breakthrough development of big models, technology giants, and emerging enterprises are rushing into the competition track of big models, and a new round of AI chip competition is emerging.
Last month, AI chip King Nvidia’s (NVDA) Q2 net profit surged 422%, indicating continued demand for AI chips, and Nvidia CEO John Huang said, ” A new era of computing has begun. Companies around the world are shifting from universal computing to accelerated computing and generative artificial intelligence. This quarter, major cloud service providers announced the launch of a massive H100AI infrastructure, bringing Nvidia AI across industries, and the race for generative AI has begun.”
In terms of data, taking the current mainstream Nvidia A100 GPU as an example, the single training of large models requires at least 100 cards and a thousand-card scale. According to the current market price, the cost of building a 1000-card GPU scale can reach 200 million yuan.
With the H100, the world’s most popular AI chip, Nvidia is undoubtedly one of the most prominent “trendsetters” in the current AI wave. The AI boom has driven chip orders. Nvidia plans to ship about 550,000 H100 units worldwide in 2023, and H100A800GPU delivery Chinese mainland customers may be ranked in 2024Q1.
With the launch of the new generation of AI chip, GH 200, Nvidia will continue to expand its product portfolio by using the AI spending of major data center participants. Major data center participants are expected to spend more than $10 billion on AI in 2023.
Intel wants to ride the wave of AI chips
After ChatGPT led the entire AI chip market, Nvidia became the “hot spot” for everyone. At that time, Intel (INTC) was going deep into the hinterland of AI, and China was one of the “main battlefields” for its AI chips. Last month, Intel announced the official launch of the second-generation deep learning accelerator, ——Habana Gaudi2, for the Chinese market, which can be used to accelerate AI training and reasoning.
Habana Gaudi 2 As one of the key products of Intel’s AI strategy, it is expected to break the current inherent pattern of the chip market.
“In the past six months, AI acceleration chips have suddenly become popular because of big models,” said Intel’s executive vice president. “We will invest more resources to use local teams to accelerate the launch of these customized Chinese products.”
WiMi Hologram Cloud builds an AI-efficient solution
At present the world’s major chip companies are actively AI the layout of the chip, also in the AI track, as an emerging AI semiconductor supplier, AI vision leader WiMi Hologram Cloud (NASDAQ: WIMI) is betting on powerful artificial intelligence hardware, dedicated to cloud computing and artificial intelligence to provide high performance, low power consumption of intelligent semiconductor solutions, development to build the core competitiveness, through the “corner overtaking” seize the opportunity.
WiMi Hooud has been committed to the development and application of AI algorithms in recent years, by integrating technical algorithms with software or hardware or both, to provide customers with comprehensive solutions to achieve technical goals. At present, WiMi Hologram Cloud has 195 related technology patents in image processing and display, model input/output, 3D modeling, and 325 AI-related invention patents. With the accumulation of leading technology patents, it has carried out model innovation in business and actively improved the industry value in the general field of the digital intelligence processing industry.
As AI continues to boom, AI chips can help companies achieve scale revenue, and WiMi Hologram Cloud adds power to AI, especially in cloud computing, data centers, autonomous driving, and so on. At the same time, with the continuous development of AI technology, and the performance of AI chips, more and more fit various application scenarios, it is understood that the company according to the development trend of the AI industry and technology evolution, AI scale production of hardware is advancing, in the future, WiMi Hologram Cloud will let more B end customers can apply more efficient AI solutions.
To sum up
The boom represented by large models has brought about the explosive growth of the demand for AI computing power, and AI computing power has become a key factor in promoting the development of artificial intelligence. From the perspective of industry, optimistically, AI chips are in the germination stage of a hundred flowers blooming and a hundred schools of thought contend, and the main bodies are rapidly exploring a suitable growth path in the fierce market competition. How to further enhance the competitiveness of AI chip enterprises? May encourage more enterprises and social capital to enter the AI chip field and increase investment; accelerate technological innovation and progress, build a local supply chain system, and make the overall development of AI need to be breakthrough.
