The development of the AI market and technological progress are obvious to all, and many new technologies have been rapidly implemented in the rapid development of AI hardware! Due to the large-scale generation of AI models, there is almost no upper limit on the demand for GPU hardware. Perhaps many companies want to invest in GPU development! But none of them were able to form a competitive relationship with Nvidia! The reason is that even if GPUs are developed and produced, they cannot achieve the cost performance ratio of Nvidia's similar products! It will even be quickly eliminated! The investment went back to zero! Buying GPUs on a large scale is like upgrading a computer! Continued adoption of new GPUs on a larger scale and higher end is needed to adapt to future more advanced AI models! It's a huge process! After a few years, the now expensive high-end GPUs will be quickly phased out! This process and speed is far faster than the CPU's Law of Moore!
Here's the problem, AMD's GPU development is far behind Nvidia! Even with short-term mass adoption, they are rapidly being quickly phased out! Don't buy to boost performance!
Another unicorn is brewing! Currently, the company that has independent GPU R&D and patents is Arm. The problem is that this company is a local patent development company! “For example, if this company has the ability to develop and produce a complete set of automobiles, but the company only develops core automobile engines and energy technology, and sells patents to automobile manufacturers for profit!” , SoftBank acquired Arm and has never been involved in Arm's development in the GPU field! It is estimated that this year SoftBank will reduce Arm Holdings and use Arm's capital to reduce its stock holdings to establish relationships with the UK...