Shulou(Shulou.com)11/24 Report--

February 15 news, according to foreign media reports, the artificial intelligence chat robot ChatGPT developed by OpenAI has become popular recently, bringing new development opportunities to many manufacturers. In addition to integrating related technologies, semiconductors will also be a major beneficiary. Foreign media have mentioned in previous reports that Nvidia, which provides high-performance GPU, will benefit from it, and there are also reports that Samsung Electronics and SK Hynix, which produce high-performance DRAM. Orders for high-bandwidth memory (HBM) have increased significantly since the beginning of this year.

In the latest reports, foreign media believe that due to the training of artificial intelligence chat robots such as ChatGPT and providing related services, the world may once again face the challenge of shortage of GPU, which may occur earlier than expected.

Foreign media reported that in order to create and maintain a huge database of artificial intelligence analysis data needed by ChatGPT, developers used 10000 Nvidia GPU for related training.

Foreign media also believe that, unlike training, more GPU may be needed to support practical applications. Earlier, some foreign media mentioned that in order to meet the current server demand, ChatGPT developer OpenAI has used about 25000 Nvidia GPU, which is expected to increase in the future as the demand increases.

When search giants integrate ChatGPT and other related technologies into search services, they will need more GPU. Some foreign media estimate that if the current technology is applied to each Google search, 512820 A100 HGX servers will be needed, and more than 4.1 million A100 GPU will be needed.

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