As a rapidly developing emerging technology field, the entire AI industry chain is undergoing tremendous changes. This year is the year when Sora exploded in popularity. After that, multimodal models emerged one after another. Now, deep reasoning models have become the top trend, and large models on the edge and agent technology have become the new trend.
In the field of basic AI chips, the market has recently witnessed the seesaw game between Broadcom and Nvidia. On December 12, Broadcom released its fourthquarter financial report ending November 3, with AI revenue increasing 220% yearonyear to US$12.2 billion, exceeding market expectations.
After the results were released, Broadcom's stock price surged 38.38% in two days, while Nvidia's stock price has fallen about 10% from its peak. Broadcom has thus become the ninth U. company and the 12th global netherlands phone number list company to reach a market value of $1 trillion.
Broadcom's financial report also made everyone realize that although Nvidia's generalpurpose GPUs currently dominate the market, customized chip ASICs have become a new choice for many companies in order to reduce costs.
Broadcom believes that in three years, it may be "hopeful" that ASIC and GPU will at least share the market equally.
Domestic AI companies are hot in financing
In addition to Zhipu, many companies in the domestic AI industry chain have obtained financing since December.
Mianbi Intelligence : AI company Mianbi Intelligence has completed a new round of financing worth hundreds of millions of yuan, led by Loongson Ventures, CDH Investments, Zhongguancun Science City Fund and SAIF Partners.