On Tuesday, April 4, Nvidia's stock price continued to maintain a strong bullish rally at the start of today, with an intraday increase of +26%, and its market capitalization soared to $150 billion.

But shortly after the company's share price just topped $150 billion, the unexpected happened.

A congressman on Americaka's side jumped out and shouted, asking the Federation to take action to curb the expansion of computing power in the eastern countries on the other side of the ocean, and even bluntly said that relevant bans and regulations should be introduced to prohibit chip manufacturers in North America from supplying them.

And not long after, Americalika's new speaker also commented on his personal social media account, saying that it was a great suggestion and well worth considering.

As soon as this news came out, the stock prices of Nvidia, AD and other companies plunged in response, especially Nvidia's stock price dived directly and turned green and fell 16 percentage points.

The heads of these international chip manufacturers were suddenly anxious, and the shareholders behind them were also anxious, isn't this cutting off people's financial routes, the other side has announced a 7 trillion plan, a market size of more than 1 trillion US dollars, if this business can't do much loss, everyone has to be anxious.

When the news reached the domestic side, many media quoted reports, which also attracted a lot of attention.

At this time, Fang Hong was also discussing this matter with Chen Yu via video link, and in the study on the second floor, I saw Fang Hong say with a positive attitude, "...... Even if Lao Magnesium doesn't do this, we have to take the initiative to cut with Nvidia and other international manufacturers, and this time we will spend 7 trillion yuan to build a unified national market for storage and computing services, which is an excellent opportunity to reshuffle and set new standards."

Chen Yu nodded: "It makes sense, seven trillion is an unparalleled right to speak."

Fang Hong continued: "It is not difficult to catch up with the leading level of international manufacturers such as NVIDIA at the hardware level, and the gap with their most advanced consumer-grade chips has also been shortened to only the next generation.

Chen Yu answered, "Cuda."

Fang Hong: "Yes, that's it."

The CUDA ecosystem is similar to the relationship between Intel chips and indos systems in the Intel ecosystem, and contains many layers of resources, such as compilers, debuggers, rich library functions, and various software tools.

"It's been 10 years since Cuda was launched, and many algorithm engineers are already familiar with and accustomed to using the tool libraries and programming languages provided by Cuda. Their algorithms, models, and applications are basically based on Cuda, and even many engineers learn Cuda programming from the beginning. If you switch to a new AI chip, you can't use Cuda, and you need to rewrite all the code for your algorithms, models, and applications, many people may feel overwhelmed."

"It's like suddenly telling users who have been using the indos system for many years that they can't use indos anymore and want to switch to Linux, and that rewriting all the algorithms and software based on indos is an almost impossible task for many people. Changing such basic things is not something that can be completed in a short period of time, but requires long-term accumulation and adaptation, and many algorithm engineers have been using Cuda for seven or eight or even ten years."

Fang Hong said in a firm tone: "When we continue to suffer from the chaos, it is urgent to rebuild a Cuda software ecosystem similar to NVIDIA, the longer it drags on, the greater the sunk cost, and the greater the user's dependence on it, the more detrimental it is to us." The 7 trillion plan is launched, we have the advantage of market volume, and we will set the standard, now is the best time to build a HAC ecosystem, Cuda doesn't boast that it has excellent compatibility? Then make it compatible with us, not for us to be compatible with it."

The so-called HAC ecosystem is the abbreviation of "matrix heterogeneous computing architecture", which belongs to an open ecosystem, and other types of GPUs can be connected to it.

The size of the market is the right to speak, and the seven trillion plan is the right to speak, including the second-generation model of open source technology, and it is inevitable that the next three generations of large models will also be open source.

It can be said that it wants the right to speak in the market, and now that it has, it needs technology

Now I have the right to speak. Achieving a strong binding to algorithmic customers is not a fantasy. Many algorithm engineers are accustomed to CUDA and can also get used to the HAC ecology, and their companies will urge them, unless their bosses are indifferent to the blue ocean market that has exploded from the seven trillion yuan and don't want to make money here.

Fang Hong's wave of operations is not only a skill component, but also a force to reduce ten, choose to embrace HAC can also be easier to obtain financing support in the capital market, Fang Hong will also give these companies a higher price-earnings ratio.

At the end, Fang Hong said: "In the second half of the year, you will open source the third-generation large model here, so that it can be strongly bound to HAC, and the capital market will also cooperate to send assists, and we can easily raise funds with us."

Chen Yu nodded and said, "No problem."

Fang Hong doesn't care that some leather companies can easily get financing from him, it doesn't matter, it doesn't hurt to let some leather companies get a little wool, what he wants is to create a general trend.

If you don't make such a change, the boss of your company will have to fire you, and you will not change.

Because your boss does not do this, the investor will withdraw his capital, he can get capital from the market because there is more or less the support of the stars behind the capital, the biggest logic of investing in you and giving your company a higher price-earnings ratio than your peers is based on the reason why you want to use HAC, so the boss of the enterprise must be an engineer of the HAC ecology, and the market-related human resources are not enough, the bosses will give higher treatment in order to grab HAC engineers, and higher treatment will attract more engineers to join this camp.

This is the trend of the times, Fang Hong has made a big determination, and he is willing to spend a lot of money, and he can't afford to create this trend without a lot of money.

After the video connection with Chen Yu ended, Fang Hong also looked at the fermenting news on the Internet, and America on the other side of the ocean said that it would curb the expansion of computing power in the eastern countries, and ask Nvidia and other companies to provide computing chips.

This news has also caused a lot of panic in the circle, causing the price of existing graphics cards and other hardware equipment on the market to rise again.

After a while, Fang Hong closed the relevant information page and logged in to his personal Weibo account, and quickly edited a paragraph of content and updated it:

[I remember that when the cooperation between Xingyu Technology and Qualcomm was terminated, I had a conversation with Qin Feng, and he said self-deprecatingly: There are no regrets for selling any drugs in the world, and if there is anything to regret, it is that I particularly believe in the global division of labor at that time, and Xingyu Technology did not do semiconductor manufacturing.

As a company, it is impossible to do everything, and now you have been slapped in the face in the face of reality, you can't make high-end chips yourself, and people will kill you with a card, resulting in a large leading mobile phone business almost standing still, and a large part of the market is lost.

If Stud Semiconductor Manufacturing had gone all out in the early years, perhaps there would not be today

This terrible situation.

Xiongguan Mandao is really like iron, and now it is stepping forward from the beginning.

Matrix Quantum has learned the lessons of Xingyu Technology, and has unswervingly strengthened the strategy of scientific and technological self-reliance from the beginning.

Over the years, matrix quantum has made continuous major technological breakthroughs at the level of both software and hardware, although there is still a gap with the world's most advanced products, but this gap has been shortened from the huge gap of the past four or five generations to less than one generation, and it is believed that it will not be long before it can be on par with the world's advanced level.

By the way, Matrix Quantum has determined to expand the production line, the production capacity will be more than ten times, and make every effort to provide hardware supply guarantee for the construction of the infrastructure project of the integrated storage and computing center. 】

……

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