After entering April, the volatility of the concept of galaxies has gradually stabilized from violent explosions and plummets, and it is no longer constantly rising or falling.
However, the subject of quantitative capital is excluded.
Other listed subsidiaries of Qunxingxing have successively disclosed annual reports at the end of March, but Quantitative Capital has not yet released its annual report.
Although the annual report will be disclosed by the end of April at the latest, other subsidiaries of Qunxingxing have disclosed it. Only Quantitative Capital has made no move. Everyone thinks that this company's annual report may have a big surprise.
In addition to this concern of investors, Quantitative Capital stock has risen the most before, from 646 yuan to 2254 yuan, with a cumulative increase of %. Other stocks have fallen sharply, and this vote must be the same.
There is a need to make up for the decline.
…
Wednesday, April 3rd.
At about 10:20 in the morning, Fang Hong arrived at the headquarters of Stars Capital, but his destination was not Stars Capital, but a building next door.
The 23rd floor of that building is the Quantitative Capital headquarters.
"I didn't expect Mr. Chen to come out to greet him personally. Who is the handsome guy who calls himself Fang Hong?" At this moment, the two girls at the front desk of Quantitative Capital Company saw Chen Yu leading Fang Hong towards the inside of the company, and they couldn't help but
Discuss with curiosity.
"They look like they are about the same age, maybe they are classmates or something..." the girl next to her speculated, and her colleague couldn't help but said in a flirtatious manner, "They are both so handsome..."
At the same time, Chen Yu, who came out to receive the reception, took Fang Hong into his office.
The two came to the sofa in the rest area and sat down. Fang Hong looked at Chen Yu who was sitting opposite him and said with a smile, "I heard recently that Qin Feng wants to recruit you into his computing language department, and Lao Huang also wants to invite you to join NVIDIA.
"
Hearing this, Chen Yu said, "I have always wanted to build a more accurate artificial intelligence quantitative trading model. The complexity of the model is getting higher and higher, and the corresponding requirements for data parameters and computing resources are getting higher and higher. The algorithm,
Computing power and data are both indispensable, especially the shortage of computing power resources. If the existing hardware needs to meet the computing power I need, the cost is too high, and the efficiency is still too slow..."
The implication is that the current hardware level cannot keep up with his requirements.
Chen Yu said, "When we usually run models, whether it is deep learning training or inference, the first question is how much video memory is needed. Why is Xingyu Technology's graphics processor so fast? One of the reasons is that general-purpose memory gets rid of pie's
Limitation allows the pu and gpu to exchange information more quickly."
"I think Xingyu Technology has great potential and has its own ecosystem foundation. It is the most likely to challenge Nvidia's uda status, although it seems that there is no competition between the two parties now."
When Fang Hong heard this, he looked askance at him.
Chen Yu looked at him and said in a deep voice, "But Qin Feng is obviously not aware of the relationship between GPU, PU, and AI and its significance in the field of artificial intelligence. No, it should be said that he is conscious. At least he understands better than Wall Street, otherwise he would not
There will be some, but Qin Feng’s emphasis is far from rising to the same level as the tar series of smartphones.”
Fang Hong was quite happy, this Chen Yu was definitely a talent.
The Quantitative Capital he founded now has more than 300 employees. Fang Hong has long understood the general situation of this company, but more than 80% of its employees have academic backgrounds in computer science, physics or mathematics, including top students.
Chen Yu himself also has such an academic background.
Now it is researching capital markets and doing investment transactions, but this team has transformed into a powerful technology development team.
After a while, Chen Yu opened the computer on the table and said to Fang Hong, "This is an autonomous learning neural network AI model we ran. It has watched tens of millions of videos on Yixing Video. The target
It's image recognition, but the problem is that the computing power is not enough. If you want to achieve this goal, you need the support of thousands of PUs, but if you switch to GPUs, you only need seven."
Hearing this, Fang Hong stared at the screen and said, "Well, I know what you want to say. Although a single computing unit of GPU is not as versatile as PU, it can perform a large number of calculations at the same time."
Fang Hong's original identity in this life was that he was born in the computer science department. Although he may not be able to compare with Chen Yu and Xu Jingren in this aspect, there is no problem if he applies for jobs at major technology companies. This is an advantage that other investors do not have.
Chen Yu nodded and said, "Yes, just like the printing performance at the opening ceremony of the 2008 Olympic Games. It would be quite complicated to let one or a few people who grasp the overall changes control the array in real time, but in the actual performance
Each member only needs to remember when to stand up and when to squat down, so that the whole can present a complex and changeable effect."
"These members are like small computing units in the GPU. Although they do not master global information, they can produce the desired effect when they operate together. AI computing is a scenario that requires a large number of operations to be performed at the same time.
, including the AI trading model we ran. Now we are using GPUs for deep learning training."
"If we just say that GPU is more suitable for AI, it will definitely not be the case, but we have to mention Nvidia's UDA and Xingyu Technology. Lao Huang released Uda10 five years ago, which is a parallel computing that uses GPU to perform calculations.
The platform and programming model, although primarily designed to accelerate image processing, are not revolutionary."
"But I believe that Huang has recognized the potential of using GPUs for computing. The best proof is that he spares no effort to support it. Every NVIDIA chip supports UDA, and at the same time, UDA is open to the public, and he intends to create
The uda ecosystem speaks for itself.”
At this moment, Fang Hong had a general idea of Chen Yu, but he did not speak, but continued to listen to Chen Yu calmly, "Nvidia's current stock price is around US$12, and its total market value is less than US$7.5 billion. It can be seen that
Wall Street can’t understand it, let alone what artificial intelligence is. In the eyes of Wall Street, in order to adapt to the uda framework, Nvidia doubled the cost of graphics cards but could not sell them at a higher price. The profit was once so low that it was impossible to see.
.”
This chapter is not finished yet, please click on the next page to continue reading the exciting content! Fang Hong remained calm at this moment, but he was happy in his heart. Shi Yao had discovered a treasure, and he was very optimistic about the potential of NVIDIA in the field of artificial intelligence.
The precision.
Fang Hong, who has memories of his past life, is very clear that if nothing unexpected happens, NVIDIA will soar into the sky in the next few years. First, it will step into the mining trend of encrypted digital currency. The huge demand for computing resources will take off, and mining will take off.
Artificial intelligence is taking off at this time when the tide has just passed.
Ten years later, hatgpt was in the spotlight. Within a few days, a company came out to claim how powerful a new model it had released was. One of the indicators was how many high-quality GPUs the company claimed it had. Whenever a company announced that it had the ability
When participating in this competition in the AI field and unable to produce a product, they will talk about how many NVIDIA a100 graphics cards their company has, and they will soon be able to release their own large models.
It can be said that the AI industry at that time could not bypass the hardware supply of NVIDIA. NVIDIA was also the infrastructure company at the bottom of AI, and it almost monopolized the industry. Other companies wanted to play with large models, and they did not have NVIDIA graphics cards.
no.
But now apparently not many people are aware of this. Even Wall Street keeps asking why no one insists on why Nvidia is doing things like Uda. This has caused Nvidia to be abandoned by capital, and its stock price once plummeted by more than 90% and reached
It's still at a low level now.
At this moment, Nvidia’s market value is not even US$75, and Xiaomi’s valuation is US$40 billion.
Wall Street capital cannot understand it, but Fang Hong knows that some people understand it. Currently, there are at least two people in China who understand it.
One is Chen Yu in front of me. Judging from his discussion, it is clear that he is extremely convinced that GPUs will become the standard in the field of deep learning in the future. The other person who understands is Qin Feng. Xingyu Technology will launch new businesses this year, including computers, tablets, etc.
, also came into being.
At this point in time, Fang Hong certainly cannot let Lao Huang’s NVIDIA monopolize the supply of underlying AI hardware.
