Ali's biggest advantage now is that the head is still a generation of entrepreneurs, and he has been fighting hard in the market since then, and he is extremely sensitive to the market. It is precisely because of this that the dynamics of the company can sometimes be used as one of the market's vane. For example, entering the retail industry, leading the takeout, diverting fun shops, sharing bicycles, and so on. We can see that all these areas have huge consumption flows and huge capital dividends.

Recently, Ali began to invest or arrange in the chip industry: On November 15, 2017, Ali Venture Fund led the artificial intelligence startup company toughness; earlier on August 18, Alibaba Ventures focused on the AI ​​chip of Cambrian Ji Technology; on October 24, ant Jinfu led Shen Jian Technology. In just three months, Ali invested in three AI chip companies. So what is the re-investment of chips? Because the Ali platform generates a large number of users every day, and what artificial intelligence is the main thing, of course, is deep learning. In the future, a more intelligent analysis of massive data will require these AI chips with higher computing power, lower power consumption and smaller size.

In fact, the development of the chip began to appear in the first few years. At present, the well-known AI chip startups on the market, except for Baidu, Huawei and other large domestic companies that have been involved in chip research and development, are mostly established during the period of 2014-2016. Most companies will not get a lot of media exposure until 2017. With capital concerns.

Ali has three consecutive AI chip companies in three months

In Ali's re-investment company, Cambrian's focus is on the mobile phone business. Shen Jian focuses on the security field. Kneron's focus is on smart home and smart security, which is among the best in many smart chip startups. So Ali's eyes are still very good!

Since Ali began to work on the AI ​​chip, does this mean that the AI ​​chip will be the vent of future capital? Of course, this can be seen from the extreme fanaticism of the chip in the brokerage research report. Because most of the current chips are still dependent on imports, the biggest problem in the industry is the domestic replacement rate. After all, it is not a long-term solution to always rely on imports. At present, the replacement rate of domestic chips is only 10%. From the point of view of the State Council's goal of 40% of domestic chips in 2025 in 2015, the road to replace domestic chips is still a long way to go. This is also the profit space that many AI chip startups are vying for. Moreover, the state is also strongly supportive of the development of the industry. The big fund established in 2014, from its semi-annual report statistics, the scale of the first phase of 17H1 reached 138.7 billion yuan, and the local industry fund reached 514.5 billion yuan. The second phase is expected to be close to trillions!

The concept is very good, the market space is big in the future, and the country strongly supports it. Originally, AI should be the best investment direction for investors! For example, chips have been provided for robots, drones, and self-driving cars, and Nvidia, a partner of Toyota and Volvo, has been signed, and its stock market value has increased tenfold in the past three years. However, for domestic chips, the shortcoming is that the current market is too fanatical about AI chips, and the technology is not as expected. In this fanatical atmosphere, our retail investors should keep a calm head. Now is not a good time to intervene. However, based on the huge growth space of the future AI chip, Neusoft Carrier, Quanzhi Technology, National Technology and other domestic chips started at the bottom can still be concerned!

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