As the world's largest supplier of AI training chips, Nvidia has become the main winner behind this technology boom.
Previously, the industry and research institute estimated that about 10000 Nvidia GPU chips would be used for ChatGPT training. As more and more technology enterprises invest in the R & D and commercial use of generative AI tools, the demand for Dabu AI chips will be more exuberant.
To this end, Nvidia CEO Huang Renxun recently publicly praised the historical significance of ChatGPT and generative AI technology, saying that generative AI brings a sense of urgency for global enterprises to develop and deploy AI strategies. Intel, AMD and other chip giants are also actively preparing for the war, through a series of chips to accelerate AI computing-ldquo; combination-rdquo;, to get a share of this major historical opportunity.
On the quarterly earnings call held by Nvidia last Wednesday, Huang Renxun said: & the diversity, universality and capabilities of ldquo;-generated AI have aroused a sense of urgency for global companies to develop and deploy AI strategies. & rdquo; shares were up more than 12% in early trading on Thursday.
Nvidia is the undisputed leader in the data center AI chip market, providing computing support for AI tools such as ChatGPT. Omdia, a market research firm, estimates that its market share in such AI processors will be about 80 per cent by 2020.
It is the outbreak of AI that makes graphics cards once again in short supply, which is also the reason why NV does not reduce prices, at least their graphics cards are not worried about selling, supply can not meet the demand.
UBS analysts wrote in a report that Nvidia's chips are now the only viable product that can be used to build large AI language systems, adding that they estimate that ChatGPT needs about 10000 Nvidia GPU to train.
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