wavenovel Chapter 1245 [Determined to cut off, indecision will lead to chaos]
Chapter 1245 [Determined to cut off, indecision will lead to chaos]
Chapter 1245 [Determined to cut off, indecision will lead to chaos]
On Tuesday, April 4, Nvidia's stock price continued to maintain a strong bullish rise after yesterday's surge, with the intraday increase reaching +4% at one point, and its market value soared to US$26 billion.
But shortly after the company's stock price broke through $1500 billion, something unexpected happened.
A congressman from America jumped out and called on the federal government to take action to curb the expansion of computing power of the Eastern superpower across the ocean, and even bluntly stated that relevant bans and regulations should be introduced to prohibit North American chip manufacturers from supplying it.
Not long after, America's new leader commented on his personal social media account, saying that this was great advice and well worth considering.
As soon as the news came out, the share prices of companies such as Nvidia and AMD plummeted, especially Nvidia, whose share price directly plunged and turned green, falling by 16 percentage points.
The heads of these international chip manufacturers suddenly became anxious, and the shareholders behind them were also anxious. Isn't this cutting off their financial resources? The other side has already announced a 7 trillion plan, and the market size exceeds 1 trillion US dollars. If this business fails, the losses will be huge. Everyone will be anxious.
When the news reached China, many media outlets quoted and reported on it, which also attracted a lot of attention.
At this moment, Fang Hong was also discussing this matter with Chen Yu via video. 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 cut ties with international manufacturers such as NVIDIA. This time we are investing 7 trillion yuan to build a national unified market for storage and computing services. This is an excellent opportunity to reshuffle and set new standards."
Chen Yu nodded: "That makes sense, 7 trillion is an unparalleled voice."
Fang Hong continued, "It is not difficult to catch up with the leading level of international manufacturers such as NVIDIA in terms of hardware. The gap with their most advanced consumer-grade chips has been shortened to only the next generation. The real difficulty lies in the parallel computing platform and programming model developed by NVIDIA that is strongly related to its GPU. What is it called C?"
Chen Yu replied: "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, and includes many levels of resources, such as compilers, debuggers, rich library functions, and various software tools.
Chen Yu said in the video: "Cuda has been launched for ten years. 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. Many engineers even learn Cuda programming from the beginning. If they switch to a new AI chip and cannot use Cuda, they need to rewrite the code of all algorithms, models and applications. Many people may feel at a loss."
"It's like suddenly telling users who have been using Windows for many years that they can no longer use Windows but must switch to Linux. They need to rewrite all Windows-based algorithms and software, which is almost an impossible task for many people. Changing such basic things cannot be done in a short period of time. It requires long-term accumulation and adaptation. Many algorithm engineers have been using Cuda for seven or eight years or even ten years."
Fang Hong said firmly, "If we don't make a decision, we will suffer the consequences. It is urgent to rebuild a software ecosystem similar to NVIDIA's Cuda. The longer we delay, the greater the sunk cost will be, and the more users will rely on it, which will be disadvantageous to us. As the 7 trillion plan is launched, we have the market size advantage and we will set the standards. Now is the best time to build the MHAC ecosystem. Doesn't Cuda boast about its excellent compatibility? Let it be compatible with us, not us."
The so-called MHAC ecosystem is the abbreviation of "Matrix Heterogeneous Computing Architecture". It is an open ecosystem. Other types of GPUs can be connected to it. Currently, there are not many developers in the MHAC ecosystem, but this is the best time to expand the scale of the ecosystem.
Market size is the right to speak, and the 7 trillion plan is the right to speak, including the second-generation large model whose technology is now open source. It is inevitable that the third-generation large models will also be open source.
It can be said that they now have the right to speak in the market, and they now have the right to speak in technology. It is not a fantasy to achieve strong binding with algorithm customers. Many algorithm engineers are accustomed to CUDA and MHAC ecosystems, and their companies will urge them, unless their bosses are indifferent to the blue ocean market created by the 7 trillion yuan and do not want to make money here.
Fang Hong's operation is a combination of both skill and strength. Choosing to embrace MHAC will also make it easier to obtain financing support in the capital market. 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 should also open source the third-generation large model to make it strongly bound to MHAC. The capital market will also cooperate and assist. If you follow us, you will be able to raise funds easily."
Chen Yu nodded and said, "No problem."
Fang Hong doesn't care that some shell companies can easily get financing from him. It doesn't matter. It's harmless to let some shell companies take advantage of it. What he wants is to create a big trend.
What they want is that even if you are used to Windows, you have to switch to Linux. If you don't make such a change, your boss will fire you. So will you change or not?
If your boss doesn't do this, the investors will withdraw their capital. He can raise funds from the market because the investors have more or less support from a group of stars. The biggest logic for investing in you and giving your company a higher price-to-earnings ratio than its peers is based on the reason that you want to use MHAC. Therefore, business bosses must need engineers from the MHAC ecosystem. There are not enough market-related human resources, and in order to grab MHAC engineers, bosses will give higher salaries, and higher salaries will attract more engineers to join this camp.
This is the general trend. Fang Hong has made a great determination and is willing to invest a lot of money. Without that, he cannot create this general trend.
After the video call with Chen Yu ended, Fang Hong also looked at the news that was brewing on the Internet. America on the other side of the ocean said that it wanted to curb the expansion of computing power of the Eastern superpower and asked companies such as Nvidia to provide computing chips.
When this news reached the mainland, it caused quite a bit of panic in the industry, causing prices of graphics cards and other hardware devices already on the market to rise again.
After a while, Fang Hong closed the relevant information page and logged into his personal Weibo account, where he quickly edited a piece of content and updated it:
[I remember when the cooperation between Xingyu Technology and Qualcomm was terminated, I had a conversation with Qin Feng. He said self-deprecatingly at the time: There are all kinds of medicines sold in the world except for the medicine that makes you regret. If there is anything to regret, it is that we believed in the global division of labor at that time and Xingyu Technology did not engage in semiconductor manufacturing.
As a company, it is impossible to do everything, and now it has been slapped in the face of reality. If you cannot make high-end chips yourself, you will be blocked by others. As a result, the mobile phone business, which was far ahead by a large margin, has almost stagnated and a large market has been lost.
If we had gone all-in on semiconductor manufacturing in the early years, perhaps the situation today would not be as bad as it is today.
Xiongguan Mandao is really like iron, and now it has started from scratch.
Matrix Quantum has learned the lessons of Xingyu Technology and has been unwavering in its strategy of technological independence from the very beginning. Qunxing has also been frantically making up for its shortcomings in the entire semiconductor industry chain. Now, our opponents have not only failed to defeat us, but have made us stronger. Companies such as Xinwei Semiconductor have made gratifying progress.
Over the years, Matrix Quantum has made continuous major technological breakthroughs in both software and hardware. 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 within one generation. I believe it will not take long to catch up with the world's advanced level.
By the way, Matrix Quantum has decided to expand its production line, increase its production capacity by more than ten times, and fully 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 30% gap will be reserved for other domestic manufacturers to choose from. 】
……
(End of this chapter)