Chapter 1243 [Determined to cut off, but should continue to be disturbed]
On Tuesday, April 4, NVIDIA's stock price continued to maintain a strong bullish surge at the opening today after yesterday's sharp rise. The intraday increase reached 26%, and the market value soared to US$150 billion.
But not long after the company's stock price exceeded $150 billion, an accident happened.
A congressman from America's side jumped out and called for the federal government to curb the expansion of computing power in the Eastern countries across the ocean. He even bluntly said that relevant bans and regulations should be introduced to prohibit North American chip manufacturers from supplying them.
And not long after, America's new talker commented on his personal social media account, saying that this was a great suggestion and well worth considering.
As soon as this news came out, the stock prices of companies such as Nvidia and AMD plunged sharply, especially Nvidia's stock price, which turned green and fell by 16 percentage points.
The heads of these international chip manufacturers were immediately anxious, and the shareholders behind them were also anxious. Wouldn't this be ruining people's financial opportunities? They have already announced a seven trillion plan, with a market size exceeding one trillion US dollars. If this business is done
No matter how big the loss is, everyone has to be anxious.
The news spread to China, and many media cited the report, which also attracted a lot of attention.
At this moment, Fang Hong was also discussing this matter via video chat with Chen Yu. In the study room on the second floor, Fang Hong said with a positive attitude: "...even if Lao Mei doesn't do this, we must take the initiative to discuss this matter with Chen Yu."
NVIDIA and other international manufacturers have done a good job in cutting. This time we spend 7 trillion to build a unified national market for storage and computing services. This is an excellent opportunity to reshuffle and set new standards."
Chen Yu nodded: "It makes sense, seven trillion is an unparalleled right to speak."
Fang Hong continued: "At the hardware level, it is not difficult to catch up with the leading level of international manufacturers such as NVIDIA. The gap with their most advanced consumer-grade chips has been shortened to only one generation. The real difficulty is the set of chips developed by NVIDIA.
What is C, a parallel computing platform and programming model that is strongly related to its GPU?"
Chen Yu answered: "Cuda."
Fang Hong: "Yes, that's it."
The Cuda ecosystem is similar to the relationship between Intel chips and Windows systems in the Wintel ecosystem. It includes many levels of resources, such as compilers, debuggers, rich library functions and various software tools.
Chen Yu in the video said: "It has been ten years since Cuda was launched. Many algorithm engineers are already familiar with and accustomed to using the tool library and programming language provided by Cuda. Their algorithms, models and applications are basically developed based on Cuda.
Yes, many engineers even learn Cuda programming from the beginning. If you switch to a new AI chip and cannot use Cuda, and you need to rewrite the codes of all algorithms, models and applications, many people may feel at a loss."
"It's like suddenly telling users who have been using Windows systems for many years that they can no longer use Windows and switch to Linux, and that all Windows-based algorithms and software must be rewritten. This is an almost impossible task for many people. Changing such a fundamental
Things cannot be completed in a short time, they require long-term accumulation and adaptation. Many algorithm engineers have been using Cuda for seven, eight or even ten years."
Fang Hong said in a firm tone: "When Duan continues to suffer from chaos, it is urgent to rebuild a Cuda software ecosystem similar to Nvidia. The longer it takes, the greater the sunk cost will be, and the greater the user's dependence on it, the more disadvantageous it will be to us."
With the launch of this seven trillion plan, we have the advantage of market size. We will set the standards. Now is the best time to build the MHAC ecosystem. Doesn’t Cuda boast of its excellent compatibility? Then let it be compatible with us, not us.
Compatible with it."
The so-called MHAC ecosystem is the abbreviation of "Matrix Heterogeneous Computing Architecture". It is an open ecosystem and other types of GPUs can be connected to it. Currently, there are not many developers in the MHAC ecosystem, but it is the best time to expand the scale of the ecosystem.
Market size is the right to speak, and the Seven Trillion Plan is the right to speak, including the current second-generation large models whose technology is open source, and it is inevitable that the next three generations of large models will also be open source.
It can be said that the right to speak in the market is now available, and the right to speak in technology is now available. It is not a fantasy to achieve strong binding with algorithm customers. Many algorithm engineers are accustomed to CUDA and can also become accustomed to the MHAC ecosystem.
Their companies will urge them, unless their bosses are indifferent to the $7 trillion blue ocean market and no longer want to make money here.
This wave of operations by Fang Hong has both technical elements and a one-stop effort. Choosing to embrace MHAC will also make it easier to obtain financing support from the capital market, and Fang Hong will also give these companies a higher price-to-earnings ratio.
Finally, Fang Hong said: "In the second half of the year, you will also open source the third-generation large model, so that it can be strongly bound to MHAC. The capital market will also cooperate and give assists. Those who follow us will be able to integrate easily."
Funded."
Chen Yu nodded and said, "No problem."
Fang Hong doesn't care that some betting companies can easily get financing from him. It doesn't matter. It doesn't hurt to let some betting companies collect some wool. What he wants is to create a general trend.
What's important is that even if you are used to Windows, you have to switch to Linux. If you don't make such a change, the boss of the company you work for will have to fire you. You will change or stay the same.
Because if your boss doesn't do this, the capital will withdraw his capital. He can raise capital from the market because the capital has more or less support from the stars behind it. The biggest logic is to invest in you and give your company a higher price than its peers.
The price-to-earnings ratio is based on the reason why you want to use MHAC, so business owners must want MHAC ecological engineers. There are not enough human resources related to the market. In order to grab MHAC engineers, the bosses will give higher treatment, and higher treatment will attract them.
More engineers join this camp.
This is the general trend. Fang Hong has made great determination and is willing to spend a lot of money. If he doesn't spend a lot of money, he can't create this general trend.
After the video call with Chen Yu ended, Fang Hong also took a look at the news that was brewing online. America on the other side of the ocean said that it wanted to curb the expansion of computing power in the big Eastern countries and asked Nvidia and other companies to provide computing power chips.
This news spread back to the mainland and caused a lot of panic in the industry, causing the prices of existing graphics cards and other hardware equipment on the market to increase again.
After a while, Fang Hong closed the relevant information page and logged into his personal Weibo account, quickly edited a piece of content and updated it:
[I remember that when the cooperation between Xingyu Technology and Qualcomm was terminated, I had a conversation with Qin Feng. He mockingly said at that time: There are people who sell all kinds of medicines in the world, but there are no regret medicines. If there is any regret, it is
At that time, we particularly believed in the global division of labor, and Xingyu Technology did not engage in semiconductor manufacturing.
As a company, it is impossible to do everything, but now it is slapped in the face in the face of reality. You cannot make high-end chips by yourself, and others will block you with one card. As a result, the mobile phone business, which has been leading by a large margin, has almost stood still, and a large swath of the market has been lost.
Lose.
If we had worked hard on semiconductor manufacturing in the early years, perhaps we would not be in such a bad situation today.
The long road through Xiongguan is really like iron, but now we are crossing it from the beginning.
Matrix Quantum has learned lessons from Xingyu Technology and has unswervingly adhered to the strategy of technological independence from the beginning. Stars is also crazy about making up for the whole industry chain of Stud Semiconductor. Now, instead of defeating us, our opponents have made us stronger. New Micro
Semiconductor and other companies have made gratifying progress.
Over the years, Matrix Quantum has made continuous major technological breakthroughs at both the software and hardware levels. Although there is still a gap with the world's most advanced products, this gap has been shortened from the huge gap of four or five generations in the past to less than one generation. I believe it will not be long before
Able to be on par with the world's advanced level.
By the way, I broke the news that Matrix Quantum has decided to expand the production line, increase the production capacity by more than ten times, and make every effort to provide hardware supply guarantee for the construction of the integrated storage and computing center infrastructure project. The initial plan is to provide 70% of the supply demand, and the remaining
The remaining 30% gap is reserved for other domestic manufacturers to choose the best.】
