There is no doubt that the hottest faucet in 2018 is still artificial intelligence. Internet of Things, smart hardware, smart home, autonomous driving, and electronics have all been swept by the wave of artificial intelligence, and a new era has arrived.
The AI ​​chip is the core of artificial intelligence, and Nvidia is one of the leaders in the industry. It has already laid out the AI ​​in a comprehensive manner. It is reported that NVIDIA will become the leading supplier of artificial intelligence chips, which is creating the artificial intelligence computing industry. standard.
In the era of AI chips, for the giants or start-ups, they are all on the same starting line. Therefore, in the field of AI chips, everyone is eager to take the opportunity to become a new giant. In addition to the veteran giants such as NVIDIA, AMD, Google, etc., China's start-up AI chip companies are among them.
Artificial intelligence chasingThe pursuit of artificial intelligence is not enough to compete with the strength of the enterprise, but it is a contest at the national level. In China, it has already risen to the national strategy. In July 2017, the State Council issued the “New Generation Artificial Intelligence Development Planâ€. The plan pointed out that in 2020, the artificial intelligence technology and application reached the world advanced level, and the core industry scale exceeded 150 billion yuan.
On January 18, 2018, the National Artificial Intelligence Standardization Group and the Expert Advisory Group held an inaugural meeting to announce a white paper on artificial intelligence standardization. Promote the standardization of artificial intelligence and promote the development of artificial intelligence industry.
As can be seen from the policy orientation and capital direction, artificial intelligence has risen to national strategy. The 19th National Congress clearly proposed to promote the deep integration of the Internet, big data, artificial intelligence and the real economy.
Foreign AI chip marketIn the chip industry, foreign companies have been in control of core technologies. In the AI ​​era, giants have also moved to the AI ​​field. Among them, NVIDIA is undoubtedly the undisputed leader in the AI ​​chip market, because its GPU chip can satisfy the AI ​​chip. Fast calculation requirements, now almost all domestic and foreign AI startup teams are using NVIDIA GPUs and platforms, and the profits they can earn can be imagined.
However, other giants are not vegetarian, Intel, AMD and Google each have their own advantages, and they are eyeing. Intel, which is the "leading" in the semiconductor market, has also chosen to join forces to counter NVIDIA in the context of the rapid rise of artificial intelligence. Just last December, Intel and AMD jointly launched a notebook chip that combines Intel processors and AMD graphics units, which caused a shock in the industry.
In addition, Google has also started its own big plan. As early as 2016, Google announced that it will independently develop a new processing system called TPU, designed specifically for machine learning applications. Compared with CPU and GPU, TPU has improved the efficiency of TPU by 15-30 times and the performance by 30-80 times. There is no doubt that the TPU is a perfect prototype of the AI ​​chip.
Chinese AI chip makers are emergingIn contrast to foreign countries, the domestic AI chip market is dominated by startups. Chinese chip companies are also developing rapidly, and their strength cannot be underestimated. Such as Cambrian, Shenjian Technology, Horizon Robot, Bitland, etc., all have unique technical advantages in different subdivision scenarios of AI chips.
Of course, players in the AI ​​field are far more than that, and there are more technology companies and entrepreneurs waiting to wait. Artificial intelligence is already recognized as a strategic technology that leads the future development direction. If the country wants to take the initiative, it must implement a series of policies and plans around artificial intelligence to accelerate the promotion of artificial intelligence technology and industrial development. For Chinese AI chip companies, China's AI chip industry will be incalculable in the future under the multiple stimulus of national policies and capital technology.
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