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...

According to reliable sources, ChatGPT developer OpenAI is advancing its first self-developed artificial intelligence chip project, with the design expected to be completed in the coming months and delivered to TSMC for production. The project plans to use TSMC's advanced 3nm process technology and will be equipped with high bandwidth memory, with an overall architecture similar to NVIDIA's products. This strategic initiative began in October 2023, aimed at addressing the shortage and high costs of AI chips. Sources indicate that OpenAI views this training-focused processor as an enhancement.

Artificial intelligence chip company Cerebras Systems announced on Thursday a partnership with French open-source AI technology firm Mistral, assisting the latter in setting a new speed record. Mistral aims to compete with open-source rivals like Meta and China's DeepSeek, which shook the global market last month with their low-cost and high-performance technologies. All three companies are in competition with OpenAI, the developer of ChatGPT.

Recently, Chengdu Huayi revealed on its interactive platform that it has successfully developed a specialized AI chip for the edge computing field. This chip boasts an AI computing power of up to 16 Tops and is currently undergoing limited trial use among several clients in specific industries. The new chip not only offers robust computing power but also demonstrates excellent performance in video encoding and decoding, supporting video processing capabilities of up to 8K resolution. This represents a significant technological advancement for applications such as video surveillance and smart homes.

Recently, researchers from the Department of Engineering at Princeton University and the Indian Institute of Technology achieved breakthroughs in the design of wireless microchips using artificial intelligence (AI), significantly reducing design time and costs while discovering new functions. The results of this research were published in the journal Nature Communications, marking the dawn of a new era in microchip design. Image source note: The image was generated by AI, image licensed by Midjourney. Microchips play a vital role in modern technologies such as wireless communication. They consist of traditional electronic circuits and complex electromagnetic structures.

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.

At the 2025 International Consumer Electronics Show (CES2025), Qualcomm showcased its next-generation AI technology and collaborative achievements across PCs, cars, smart homes, and enterprise sectors. The event took place in Las Vegas, where Qualcomm demonstrated how AI capabilities in its chips are transforming user experiences across various devices, presenting the future of smart technology. Qualcomm also introduced the Snapdragon X platform for the first time, marking the fourth platform in its high-performance PC product lineup.

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.

The latest collaboration between Aliyun and Hezhima Intelligent has sparked a new wave in the domestic smart car sector. Aliyun announced that its Tongyi Qianwen models with 1.5 billion and 3 billion parameters have been successfully ported to the Hezhima Intelligent Wudang C1200 series automotive-grade chip, marking a significant breakthrough for domestic large models in vehicular scenarios. In practical applications, this integrated solution supports multi-turn natural dialogue in offline environments, providing users with a smooth human-computer interaction experience. This technological breakthrough not only demonstrates the R&D capabilities of domestic AI chips but also injects new momentum into the development of smart cars.

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.