Recently, foreign media reported that ByteDance is accelerating its efforts to self-develop and manufacture AI chips to reduce dependence on expensive chips from NVIDIA. The report claims that ByteDance plans to collaborate with TSMC and expects to mass-produce two self-developed AI chips by 2026, having already reserved the production of hundreds of thousands of chips. More notably, the report pointed out that ByteDance aims for its self-developed chip clusters to achieve four times the computing performance of a single H100 chip at a similar cost. In response, ByteDance quickly addressed this report.

["NetEase released its 2023 financial report, with total revenue of 103.5 billion yuan", "Continued investment in self-developed technology, with annual R&D reaching 16.5 billion yuan", "AI technology deeply integrated into games, music, education, and other businesses", "Game business performed outstandingly, with multiple self-developed games breaking category records", "Youdao, Cloud Music, and other businesses also achieved significant results", "NetEase launched the 'Minor Mode' to prevent online fraud and donated materials to support disaster areas", "NetEase will continue to promote the application of AI technology in multiple fields, developing high-quality products and services"]

Microsoft has launched two self-developed AI chips: Maia 100 and CobAlt, which will be manufactured by TSMC using 5nm process technology. They are expected to be deployed in Microsoft's Azure data centers next year to enhance the energy efficiency of generative AI products and reduce costs, as Microsoft aims to gain an advantage in the AI and cloud computing fields.

Ant Group has released Kapacity V0.2, an intelligent cloud capacity technology tool that incorporates self-developed AI algorithms. It offers advantages in predictive elasticity scaling, allowing for proactive responses to traffic fluctuations. Kapacity uses a traffic-driven replica prediction algorithm and also provides support for custom metrics and workload dimension aggregation query capabilities.

Jovi Copilot, vivo's self-developed AI assistant, will make its debut in the OriginOS 4 system. Jovi Copilot features strong voice interaction, information retrieval, and text generation capabilities. Additionally, Jovi Copilot can create drawings and achieve artistic style transfer in images. It possesses problem analysis and conversational abilities, serving as a daily intelligent companion for users. The emergence of Jovi Copilot marks a significant breakthrough for vivo in the field of AI technology.

vivo's self-developed AI large model will be first applied in the OriginOS 4 system to be released on November 1, featuring five self-developed large models with different parameter scales of billions, tens of billions, and hundreds of billions. It ranks first in the C-Eval large model evaluation leaderboard. OriginOS 4 integrates a centralized intelligent assistant, providing more practical function scenarios.

OpenAI is exploring the self-development of AI chips and is currently evaluating a potential chip company acquisition target. The GPU supply shortage has prompted OpenAI to consider developing its own chips, as current AI computing resources primarily rely on NVIDIA GPUs. Developing self-made chips implies an average annual investment of hundreds of millions of dollars for OpenAI, and the entire process may take several years. Amidst the chip shortage, several tech giants like Microsoft and Meta are also exploring the development of their own AI chips, but results have been limited. If successful in developing its own chips, OpenAI will join the ranks of a few companies that possess autonomous AI chip technology.

Alexis Black Bjorlin will leave Meta by the end of the month. Bjorlin previously worked at Intel and Broadcom, leading Meta's self-developed AI chip team. Meta's Vice President of Engineering, Song, will succeed Bjorlin to continue advancing the self-developed chips. This week, Meta launched consumer-facing generative AI products that require substantial support from self-developed chips. Meta is redesigning its data centers to support AI operations using both self-developed chips and Nvidia chips.

vivo's self-developed AI large model has performed excellently on the global Chinese rankings. vivo will first apply the AI large model in the OriginOS 4 system. OriginOS 4 will include a centralized intelligent assistant, providing more practical functional scenarios. vivo has made significant progress in the field of AI. The release of OriginOS 4 will bring an outstanding user experience.