After entering April, the volatility of the concept of galaxies gradually stabilized from violent explosions and plummets.

However, the subject matter of quantitative capital is excluded.

The listed subsidiaries of other galaxies have disclosed their annual reports at the end of March, but Quant Capital has not yet published their annual reports.

Although the annual report is disclosed at the end of April at the latest, other Galaxy subsidiaries have disclosed it, and as far as your quantitative capital has not moved, everyone thinks that the company's annual report may have a big thunder.

In addition to this concern, the stock of quantitative capital has risen the most, from 6.46 yuan all the way to the price of 22.54 yuan, with a cumulative increase of 248.92%.

……

Wednesday, April 3.

At around 10:20 a.m., Fang Hong arrived at the headquarters of Qunxing Capital, but his destination was not Qunxing Capital, but in a building next door.

The 23rd floor of that building is the headquarters of Quant Capital.

"I didn't expect President Chen to come out to greet him in person, what is the origin of that handsome guy who calls himself Fang Hong?" At this moment, the two girls at the front desk of the quantitative capital company saw Chen Yu walking towards the company with Fang Hong, and the two of them couldn't help but discuss with curiosity.

"It looks like they're the same age, maybe it's a classmate relationship or something......" The girl next to her guessed, and her colleague couldn't help but say nymphomaniac: "It's so handsome, eh......"

At the same time, Chen Yu, who came out to receive him, took Fang Hong into his office.

The two came to the lounge area and sat down on the sofa, Fang Hong looked at Chen Yu who was sitting opposite him and said with a smile: "Recently, I heard that Qin Feng wants to recruit you into his SOCL computational language department, and Lao Huang also wants to invite you to join NVIDIA." ”

Hearing this, Chen Yu said: "I have always wanted to build a more accurate artificial intelligence quantitative trading model, the complexity of the model is getting higher and higher, and the corresponding requirements for data parameters and computing resources are getting higher and higher, algorithms, computing power, and data are indispensable, especially for the shortage of computing resources, the existing hardware to meet the computing power I need, the cost is too large, and the efficiency is still too slow......

The implication is that the current hardware level cannot catch up with his requirements.

Chen Yu said: "When we usually run models, whether it is deep learning training or inference, the first question is how much video memory is needed, and one of the reasons why Xingyu Technology's graphics processor is so fast is that general-purpose memory gets rid of the limitations of PCie, which can allow the CPU and GPU to exchange information more quickly." ”

"I think Xingyu Technology's SOCL has a promising future, has its own ecosystem foundation, and is the most likely to challenge Nvidia's CUDA position, although it seems that there is no competition between the two sides right now."

Hearing this, Fang Hong was stunned in his heart.

Chen Yu looked at him and said in a deep voice: "But Qin Feng obviously didn't realize the relationship between GPU, CPU, SOCL and AI and its significance in the field of artificial intelligence, no, it should be said that he was conscious, at least he understood better than Wall Street, otherwise there would be no SOCL, but Qin Feng's attention is far from rising to the level of the STAR series of smartphones." ”

Fang Hong was quite happy in his heart, this Chen Yu was definitely a talent.

The quantitative capital he founded now has a total of more than 300 employees, and Fang Hong has long known the general situation of this company, but more than eighty percent of the employees have academic backgrounds in the fields of computer science, physics or mathematics, including Chen Yu himself.

Now I am researching the capital market and doing investment transactions, but this team has transformed into a strong technology development team.

After a while, Chen Yu turned on the computer on the table, and said to Fang Hong: "This is a self-learning neural network AI model that we run, it has watched tens of millions of videos on Yixing Video, the goal is image recognition, but the problem is that the computing power is not enough, if you want to achieve this goal, you have to support thousands of CPUs, but if you change to a GPU, you can do it with only seven." ”

Hearing this, Fang Hong stared at the screen and said, "Well, I know what you want to say, although a GPU is not as general as a single computing unit, it can perform a large number of calculations at the same time. ”

Fang Hong's identity as the original owner in this life was born in the computer department, although he may not be as good as Chen Yu and Xu Jingren in this regard, but if he goes to a large technology company to apply for a job, this is also an advantage that other investors do not have.

Chen Yu nodded and said: "That's right, for example, the printing performance at the opening ceremony of the 08 Olympic Games, if one or several people who grasp the overall changes can control this array in real time, it is quite complicated, but in the actual performance, each member only needs to remember when he stands up and when he squats, so that the whole can present a complex and changeable effect." ”

"These members are like small computing units in the GPU, although they do not grasp the overall information, but they can show the effect we want when they work together, and AI computing is a scenario that requires a large number of operations at the same time, including the AI trading model we run. Now we're using GPUs for deep learning training. ”

"If you just say that GPU is more suitable for AI, then it will definitely not be, but this has to mention NVIDIA's CUDA and Xingyu Technology's SOCL, Lao Huang released CUDA1.0 five years ago, which is a parallel computing platform and programming model that uses GPU for computing, although it is mainly used to accelerate image processing, there is no revolutionary thing."

"But I believe that Lao Huang has recognized the potential of using GPUs for computing, and his unsparing support for it is the best proof that every chip of NVIDIA supports CUDA, and at the same time opens CUDA to the public, intending to build a CUDA ecosystem is self-evident."

At this moment, Fang Hong roughly had a score for Chen Yu in his heart, but he didn't speak, but continued to listen to Chen Yu quietly: "Nvidia's current stock price is around $12, and the total market value is less than $7.5 billion, which shows that Wall Street can't understand it, let alone what artificial intelligence is." In the eyes of Wall Street, in order to cooperate with the CUDA framework, Nvidia doubled the cost of graphics cards but could not sell them at a higher price, and the profits were once so low that they could not be seen. ”

Fang Hong was silent at the moment, but he was happy in his heart, Shi Yao had discovered a treasure, and he saw the potential of NVIDIA quite accurately in the field of artificial intelligence.

Fang Hong, who has memories of his previous life, knows very well that if nothing else, Nvidia will soar in the next few years, first stepping on the mining tide of encrypted digital currencies The huge demand for computing resources took off, and artificial intelligence took off at this time when the mining tide had just passed.

Ten years later, ChatGPT was on the outlet, and within a few days, a company came out to claim how powerful it was to send a new model, one of which was an indicator of how many high-quality GPUs the company claimed it had, and whenever a company announced that it had the ability to participate in the competition in the field of AI and couldn't get a product, it would say how many NVIDIA A100 graphics cards its company had, and it would soon be able to release its own large model.

It can be said that at that time, the AI track was almost inseparable from NVIDIA's hardware supply, and NVIDIA was also equivalent to the underlying AI infrastructure company, and it almost monopolized the industry.

But now apparently few people are aware of this, and even Wall Street is constantly questioning why no one uses Nvidia to do these things with a strong head, which makes Nvidia abandoned by capital, and the stock price once plummeted by more than 90% and is still at a low level.

At this time, Nvidia's market value is not even $75, and Xiaomi's valuation is $40 billion.

Wall Street's capital can't understand it, but Fang Hong knows that someone understands it, and there are at least two people in China who understand it.

One is Chen Yu in front of him, judging from his discussion, it is obvious that he firmly believes that GPU will become the standard in the field of deep learning in the future. Another understanding is Qin Feng, Xingyu Technology launched new businesses this year, including computers, tablets, etc., and SOCL also came into being.

At this point in time, Fang Hong must not let Lao Huang's Nvidia monopolize the supply of AI's underlying hardware.

……

(End of chapter)