Nvidia's core business revenue surged 409%, and its stock price soared, making the world see the tremendous magic of AI chips on its own. However, during the Spring Festival before that,Nvidia announced its entry into AI ASIC chips. This is important information that has been widely overlooked by everyone. Nvidia still needs to step up in the field of AI chips!
On the other hand, OpenAI founder Ultraman plans to raise $7 trillion to invest in the AI chip field. This figure is worth the market capitalization of 2.5 Microsoft, 7 Meta, and 11 Tesla. At the same time, Arm, the leader of the mobile era, has also invested in AI chips, and the stock price has soared all the way up to a new high of two and a half years.
Without chips, there is no AI computing power. Using the new high stock prices of AI computing power chip manufacturers such as Nvidia as a signal, leading AI companies and the capital market are already keenly aware,In 2024, whoever gets an AI chip will win the world!
As can be seen, all parties are working tirelessly to find future opportunities here, and this is where the core opportunity lies.The AI wave alone looks at computing power chips. It is currently the hardest logic; everything else is futile!
A few days ago, OpenAI released the latest “Wensheng Video” big model, Sora shocked the world, and the OpenAI paper also mentioned that Sora will drive a significant increase in the share of computational power on the inference side. What Sora is changing is the field of video in a higher dimension, which means it may also reach a higher order of magnitude for AI chips.
Looking at Sora from the perspective of an ordinary investor, there are two directions you can participate in:
Looking for a short-term mapping of A-sharesFor example, AI companies with video generation software, but everyone needs to be clear. The benefits that Sora brings to these A-share companies are still topical rather than based on fundamentals, and are difficult to last. Adobe's stock price performance was the best “negative textbook”. The stock price plummeted by more than 7% on the day Sora was released. After all, the advent of Sora was bad for other video production tools.
Well thenIn the long run, it is still necessary to hold on to the main AI line and find AI chip investment targets in the computing power industry chain, rather than risk more uncertainty to capture mapping!
Looking at the agency's views, CITIC Securities pointed out that computing power is expected to remain the main line of investment in 2024, and many other brokerage firms, such as Open Source Securities, invariably mentioned this direction in their latest research reports, indicating that demand for training and reasoning may continue to rise. However, if you need computing power, you need an AI chip; this is clear.
Currently, whether it's Nvidia, OpenAI, or ARM, as far as reality is concerned, the main AI line and main battleground are all US stocks, so why not explore AI chip investment targets in US stocks?
More specifically, yesWe want to explore companies with AI ASIC chip design capabilities in US stocks. Nvidia, the “leading chip leader,” is seeking a $30 billion AI ASIC chip opportunity through a new division, which is the best value reference for investors.
Compared to CPUs, ASICs are about 100-1000 times more efficient and 10-1000 times faster than GPUs in terms of inference. Compared with general integrated circuits, ASICs also have the advantages of lower power consumption and lower costs.
Google, Amazon, etc. are also competing to develop chips internally, so in the AI era, AI ASIC chips will be the winning weapon for computing power companies to eventually win the computing power competition.
AI ASIC chips developed by Nvidia are mainly to meet the high performance AI chip needs of cloud giants, while AI ASIC chips are applied to a larger number of “AI+ terminals” on the end side and side AI, and Chinese companies are expected to gain more market opportunities from them.
Here it is,Among Chinese companies entering the US stock market, CongChain Group (ICG) is a typical example. In the A-share market, there are also shares of Lanqi Technology and VeriSilicon.
After comparing these three companies, you will find a common denominator. The net profit of 2023 compared to 2022 all showed significant declines of varying degrees. Since 2022, the situation in the global semiconductor market has been declining, and business operations have been affected.
However, the stock price performance remained stable. In 2023, Lanqi Technology's stock price fell 5.64%, VeriSilicon shares rose 13.37%, and Congchain Group (ICG) rose nearly 54.62%. Judging from the reaction of the capital market,Everyone has not lost confidence in the future of AI ASIC chips; on the contrary, it shows that they maintain a good judgment on the future of AI ASIC chips, and the advance increase of ICG Group (ICG) may be due to its investors being more motivated to invest.
As Nvidia's entry into the market brought AI ASIC to the forefront, and at the same time, end-side and side-side AI emerged and became popular, ASIC chips accelerated their promotion and application to AI terminals, etc.The performance of related companies such as ICG Group (ICG) is expected to reverse. In particular, the results for the first half of 2023 are already at a relatively low level, and the certainty and explosiveness of future growth is likely to be greatly enhanced.
Although the current development of the AI chip industry in China is limited by international factors, and the application of high-end and high-performance chips is limited, the improvement in AI deployment capabilities on the end side and side has created opportunities for Chinese companies to break through.Companies with ASIC chip design capabilities can become important participants in a new round of end-side and side-side computing power development, expanding future growth space.