Bloomberg, citing sources, reports that Ant Group has made a significant breakthrough in AI, reducing AI model training costs by 20% using chips from Alibaba and Huawei. This injects new momentum into China's drive for technological self-reliance. The report further indicates that Ant Group's internal tests show these Chinese-made AI chips rival Nvidia's offerings in performance. Widespread validation and adoption of this could significantly alter the global AI landscape.

According to Bloomberg, OpenAI is making a massive investment in its first infrastructure project, dubbed "Stargate," with an estimated cost of $100 billion. The project's first data center complex, located in the small Texas town of Abilene, is planned to house up to 400,000 powerful Nvidia AI chips. Once fully operational, it will be one of the world's largest AI computing centers. Image Note: Image generated by AI, image licensing service Midjourney.

Social media giant Meta is facing unprecedented AI infrastructure costs, with projected AI-related spending soaring to a staggering $65 billion, potentially contributing to a total annual expenditure of $119 billion! Faced with this astronomical bill, the tech giant has decided to develop its own AI chips, and has already made significant progress. Recent reports indicate that Meta is about to begin a small-scale deployment of its custom chips, signaling a gradual move away from Nvidia and its reliance on their GPUs.

With the rapid development of artificial intelligence technology, tech giants are increasingly investing in new AI chips. Recently, news about OpenAI's self-developed AI chips has attracted widespread attention in the market, but industry experts believe this will not pose a substantial threat to Nvidia's stock price. Source of the image: The image is AI-generated, and the image licensing service provider Midjourney in a recent video report analyzed Nvidia's recent market dynamics and...

With the rapid development of artificial intelligence, the investment boom in AI chip manufacturers has gradually intensified. Among them, Blaize has attracted wide attention in the market. Founded by a former Intel engineer, the company announced its plan to go public on NASDAQ through a SPAC (Special Purpose Acquisition Company) on January 14, 2025. Blaize was established in 2011 and is headquartered in El Dorado Hills, California. To date, it has raised $335 million in investments, primarily from Samsung and Mercedes.

Nvidia's stock fell over 6% on Tuesday, a decline that occurred the day after the company announced its next-generation AI chips, following a record high in stock price. This drop is partly attributed to a broader sell-off of tech stocks due to soaring U.S. Treasury yields. Nevertheless, Nvidia continues to be recognized as the strongest performer among the so-called 'Super Seven Giants', with a stock price increase of 185% over the past year and more than 900% over the past two years. As artificial intelligence continues to thrive, Nvidia has become the biggest beneficiary.

At the recent CES conference, NVIDIA CEO Jensen Huang stated that the performance improvement speed of the company's AI chips has surpassed the historical standards set by Moore's Law. Moore's Law, proposed by Intel co-founder Gordon Moore in 1965, predicted that the number of transistors on a computer chip would approximately double every year, consequently doubling chip performance as well. However, in recent years, the pace of progress of Moore's Law has significantly slowed. Image source note: The image was generated by AI, image licensed by Midjourney.

In 2024, NVIDIA significantly increased its efforts in venture capital, investing as much as $1 billion across 50 different funding rounds and several corporate acquisitions. This figure marks a substantial rise from $872 million and 39 funding rounds in 2023. After profiting $9 billion from AI chip sales, NVIDIA is concentrating resources on 'core AI' companies that require substantial computing power, many of which are also NVIDIA's clients. The investment list for 2024 includes some well-known companies.

Recently, the Shenzhen Municipal Bureau of Industry and Information Technology officially issued several measures to build Shenzhen into a pioneer city for artificial intelligence, aimed at promoting the application and development of the AI industry. With an annual investment of up to 300 million yuan, the focus is on cutting-edge areas such as the mathematical principles of AI, infrastructure, core algorithms, as well as embodied intelligence, autonomous driving, and AI chips, to carry out fundamental research and tackle technological challenges. Among them, for demonstration application projects with promotional value, the city will provide subsidies of up to 30% based on the actual investment of the project construction entities, with a maximum limit.

In a recent earnings call, Broadcom CEO Hock Tan shared an optimistic outlook for the future AI chip market, predicting that the company’s revenue in this area will see significant growth by 2027. According to him, the serviceable addressable market (SAM) for Broadcom's AI-related products and network services is expected to be between $60 billion and $90 billion. Tan also revealed that Broadcom is currently collaborating with three major hyperscale customers.

Tesla CEO Elon Musk is fully committed to pursuing AI chips to support his new supercomputer, a move that has already pushed Nvidia's production capacity to its limits. According to a report by The Wall Street Journal, a sales executive at Nvidia mentioned in an internal email that Musk's demand for their chips is putting pressure on the company's supply chain. An Nvidia spokesperson stated, 'We are working hard to meet all customer demands and have significantly increased the available supply.' Image source note: Image generated by AI.

Recently, AMD announced it will lay off approximately 1,000 employees, which is about 4% of its global workforce. The layoffs primarily affect sales and marketing positions in the gaming and consumer PC departments, marking the chip giant's full transition towards the artificial intelligence chip sector. In the thriving AI chip market, NVIDIA currently holds a dominant 80% market share. Analysts predict that by 2028, the AI chip market will reach a scale of $500 billion. AMD's resource restructuring aims to capture a larger share in this rapidly growing market.