Since the beginning of the year, NVIDIA (NASDAQ: NVDA) shares have risen 46%, the market value once soared 1.8 trillion U.S. dollars, surpassing Google, Amazon and other technology giants, ranked third in the U.S., hitting a new milestone. Behind this achievement is NVIDIA's deep accumulation and technological innovation in the GPU field. Its H100, Cuda, Tensor RT and other technologies provide powerful arithmetic support for the field of artificial intelligence, and have become popular products that major technology companies compete to purchase.
With the rapid development of artificial intelligence technology, major technology companies have accelerated the layout, trying to occupy a place in this field. Microsoft and NVIDIA are among the leaders. Microsoft, with its deep accumulation in cloud computing, office software and other fields, the market value has exceeded 3 trillion, sitting at the top of the global technology companies. NVIDIA, with its leading position in the field of GPU, market value continues to climb, becoming the largest potential stock after Microsoft.
Industry insiders are generally optimistic about NVIDIA's future, with the CEO of Perplexity AI even predicting that NVIDIA's market capitalization will soon catch up with and surpass Apple's. He believes that NVIDIA's GPUs are the most powerful and most powerful technology in the world. He believes that NVIDIA's moat in the GPU field is larger than Apple's iPhone and AppStore. And the CEO of Stability AI even said bluntly, "GPUs are the new oil!" This is a clear indication of the importance of GPUs in today's technology sector.
At the same time, the demand for GPUs is growing with the widespread adoption of AI technology. openAI outputs about 100 billion words per day, while all the people on the planet output about 100 trillion words per day. This means that AI technology is processing and analyzing massive amounts of data at unprecedented speeds, all without the powerful arithmetic support of GPUs.
However, the supply of GPUs is currently facing a serious shortage. According to Omdia Research, last year, the world's major technology companies shipped as many as 650,000 H100s, but there is still a large amount of unsatisfied demand. tech giants such as Meta and Microsoft are only able to get a limited number of GPUs, in addition to Tesla, Jitterbug, Oracle and other giants on the list, which undoubtedly limits their development speed in the field of artificial intelligence -In this AI war, the graphics card reserve has undoubtedly become the core resource of the competition.