AI drives the computing power: Google / WiMi strongly increase the layout of chip cluster and investment

ith “AI”, not only quickly conquered the market, but also with Microsoft (MSFT), embedded Copilot AI search assistant in Edge browser, directly leading the lead.

By contrast, search engine giant Google (GOOG) has been trying to catch up since the ChatGPT launch. In December, Gemini 2.0 Flash, Veo 2, “Google version o1” Gemini 2.0 Flash Thinking and other turns bombardment, showing the potential to surpass the leading model.
Google is doing its best to take the high ground in this AI revolution. Google is under intense pressure to consolidate its lead in AI by investing heavily in Gemini.

Computing power chips seek business opportunities from AI
On the other hand, thanks to the strong demand for artificial intelligence, chip and semiconductor sector, with the increased demand for computing power, the demand for high-performance computing chips, graphics processors and other semiconductor products will greatly increase, chip manufacturers are expected to get more market opportunities to accelerate technological innovation and product upgrading.

Bytedance, known as the “king of rolls”, ” has been in the industry, despite less than two years. According to Omdia, ByteDance has become the largest buyer of Nvidia (NVDA) AI chips in China, and even Nvidia’s largest customer in Asia.
From the first half of the low power, to the second half of the fire, ByteDance continues to expand.

According to data, Microsoft ordered 485,000 Nvidia Hopper chips in 2024, surpassing other technology companies in the world, with ByteDance and Tencent, which ordered about 230,000 orders each.

According to the survey, the AI chip market will be 39 billion yuan in 2022, and it is expected to reach 218 billion yuan by 2027. With the optimization and implementation of AI models and the gradual expansion of downstream applications, the proportion of AI reasoning chips will increase from 52.8% in 2022 to 76.3%, and AI reasoning chips will occupy a large market in the future.

Guotai Junan also said in the research report that with the application scenarios of AI model, the technical path of AI model in various industries is expected to be gradually clarified, and the low cost and high performance model of AI chip architecture has great potential in the field of vertical class.

WiMi accelerates the AI cloud computing power full scene layout
According to public information, WiMi Hologram Cloud(WIMI), an early AI company that entered the big model), has continued to invest in the AI field and received positive feedback. It is reported that WiMi has strong strength in AI technology, and has been expanded for many times.

Its AI technology capabilities have covered vision, language ability, voice, knowledge graph, machine learning, large model, multi-modal understanding and generation, and gradually connected to 5G, autonomous driving, AIoT, robot and other business sectors.

In addition, the micro beauty all focus on the present era of artificial intelligence, focusing on the big model chip end investment opportunities, promote the “AI cloud computing” strategic objectives, support lightweight language model, AIGC generative model and multimodal large model, is the company in the field of periodic breakthrough, speed up the low high force of the whole scene layout, build the whole scene side AI chip technology, fu can assign diversified intelligent application scenario to the ground. In the future, WiMi will continue to optimize the layout of AI cloud computing and accelerate the widespread application of AI capabilities in all series of chips.

To sum up
Since the amazing debut of ChatGPT, the imagination in the AI field has been reignited, and the big model quickly occupies the core position. The new wave of AI has been surging for two years, and riding the wind of technology, the head of the layout has become more and more frequent. In the foreseeable future, AI application will undoubtedly bring breakthrough efficiency improvement to many industries, and even bring disruptive changes in production relations. In the future, the concept of “AI +” will inevitably give birth to many new business forms, and more business models will be effectively verified.