Cloud AI chips are destined to become an excellent breakthrough for Internet giants to penetrate into the field of hard technology. For Internet giants, the cloud AI chip is a perfect linker that can effectively connect cloud computing, AI, and chips. Starting from the Internet giants themselves, cloud AI chips can give full play to their advantages, so that they can also have strong market competitiveness in the field of AI chips. First of all, in the field of cloud AI chips, Internet giants have the advantage of "local operations". Thanks to the huge data and traffic blessing,
Internet giants are also more likely to become cloud computing giants. Therefore, when Internet giants make cloud AI chips, on the one hand, they grasp the market demand, and on the other hand, they also have natural advantages in data and algorithms. Second, compared to start-up AI chip companies, Internet giants have huge capital and scale advantages. Moore's Law is approaching its limits, making chip manufacturing more and more expensive. For example, a 7nm text message service chip optical flow sheet needs about 30 million US dollars, plus the cost of IP and labor, the comprehensive cost can easily exceed hundreds of millions of US dollars,
and it needs a large number of shipments to hope to recover the cost. For start-up AI chip companies, "cost" and "mass production" are two insurmountable mountains, but for Internet giants, these are not too big problems. Finally, compared with traditional chip giants, Internet giants are also more focused on cloud AI chips. Although general-purpose chips such as CPU and GPU can also be used as AI chips, they first need to adapt to various general-purpose computing scenarios, and are not designed for cloud AI needs.