Nvidia COMPUTEX event officially announced Rubin AI chips, AMD/ WiMi joins the new revolution

Graph chip giant Nvidia (NVDA) unveiled its future plans, announcing its determination to embrace artificial intelligence at the COMPUTEX 2024 show on June 3.

Founder Jen-hsun Huang announced that the RTX series of graphics cards will strongly support Microsoft (MSFT)’s new Copilot + initiative, which aims to bring a range of powerful local features to Windows 11 systems.

In his speech, Huang also announced that Nvidia will launch its Blackwell Ultra AI chip in 2025. The next-generation AI platform, called Rubin, will use HBM 4 memory. Rubin’s next-generation platform is under development and will be released in 2026, and the Rubin AI platform will use the HBM 4 memory chip.

At the forefront of a major shift in computing, the intersection of AI and accelerated computing will redefine the future. It is predicted that the scale of the global AI industry will be as high as $100 trillion in the future, more than 330,000 times higher than the previous $3 trillion in the IT era, with a strong market prospect. At the end of the speech, Huang Renxun stressed.

From the cloud demand and enterprise action, currently, a fierce “AI war” has been completely started in the world. In 2024, the research and development of next-generation large models and AI chips will still be the core of the competition among major technology companies, among which the trend of gradually increasing the proportion of multimodal models will lead to a greater demand for computing power.

However, in model training, chip expenditure is a big project. Nvidia’s H100 graphics chip is priced at about $30,000. Mr.Zuckerberg has previously said it plans to buy 350,000 H100 chips by the end of the year. Last week, Musk’s xAI company announced a $6 billion financing round, and Musk said he would spend at least $9 billion to buy 300,000 Nvidia B200 AI chips.

However, as the AI boom continues to heat up, more and more manufacturers are also starting to make efforts in the AI chip field: Intel, AMD and other semiconductor giants announced a new round of AI chip research and development plans, and then downstream customers such as OpenAI and Amazon promoted their own chips to break Nvidia’s monopoly. AMD, for example, says it is accelerating the launch of new artificial intelligence (AI) processors.

Industry insiders point out that the ultimate goal of the tech giants is to take the lead in achieving general artificial intelligence (AGI). While it’s unclear how long AGI will take, more and more tech giants are fighting each other, and it is predictable that AI chips will become a decisive factor in tech competition in this new innovation cycle.

At present, the development of artificial intelligence has fully entered the stage of large-scale commercialization, and AI technology is taking root and being widely applied in thousands of industries. According to the data, as the world’s leading AI innovation company, WiMi Hologram Cloud (NASDAQ: WIMI) has been adhering to technology research and development upgrading, has made achievements in the field of AI artificial intelligence, and continued to meet the deeper AI digital intelligence needs of customers at different scales and different stages of development.

In fact, in recent years, WiMi in AI and cloud infrastructure overweight layout, the investment covers from AI chip, model, to the humanoid robot, autopilot, AI digital people and other fields, and multimodal large model to generate text, image, video, voice generation AI added to the application, in health care, media, education, manufacturing and other fields, actively release the economic potential of AI.

And for the chip industry ushered in a very exciting moment, the whole industry will be transformed. In this regard, WiMi has developed chips and ecological construction, established a research and development center, centering on the basic technology and facilities of the large model, accelerated the construction of computing power based on the powerful technology base, and accelerated edge computing in the chip, cloud computing to meet the growing demand of AI computing in industry and manufacturing industries.

The AI chip industry chain is long and complex, and there are many opportunities. In the future, WiMi will cooperate with leading enterprises to catch up and produce chips with good performance, jointly help industrial and scientific computing fields to develop and deploy edge AI computing power, and make great progress to ensure the efficiency of production and operation.

Nvidia’s stock has quadrupled over the past year or so as the tech giants roar to spend money on the AI track. And Nvidia’s commitment to launch new AI chips at a “one-year generation” pace, faster than the previous two years, highlights Nvidia’s efforts to maintain its lead in the highly competitive AI chip market. Looking ahead, the development trend of AI will gradually enter a critical stage, and each stage has its own unique investment opportunities, and the battle between the giants is imminent.