Chapter 909 – AI Supremacy
It causes enormous repercussions.
“New H100 is being supplied to Meta?!”
“Yes.”
“It is said that the development speed of Rama 3 will be doubled.”
Wall Street is in chaos.
This is because unbelievable breaking news has been received.
‘Where can I get the H100?’
H100.
This is a state-of-the-art data center dedicated GPU developed by NVIDIA.
It plays a key role in AI development.
No, you can say almost everything.
“We expanded not too long ago, right? Are you saying we have more capacity to squeeze out more?”
“It’s a mystery.”
“The existing supply has tight contracts.”
Why?
There are no competitors.
Although NVIDIA is not the only GPU manufacturer.
‘Big tech companies would have taken everything that wasn’t there.’
It’s overwhelming.
There is no comparison.
This is why Nvidia is soaring.
However, because it is the latest model, quantities are extremely limited.
I even finished the calculation.
“It’s still a hypothesis… But Lee Chan-wook may have been involved.”
The quantity to be shipped in the future is reflected in the stock price.
It is called forward PER.
Stock prices soaring indefinitely.
It can’t simply be because of a rush of pitching.
Even that.
Gulp!
It may have been underrated.
Maybe they were thinking wrong.
“The timing is unclear.”
“Google is also scheduled to make an announcement…”
“Both companies had private meetings with Lee Chan-wook.”
Semiconductor industry.
Each company has sharply conflicting interests.
It is a partner and a competitor at the same time.
It wouldn’t be strange if a knife was stabbed in the back.
‘Even to Big Tech…’
We are coordinating it.
Shareholder.
A person who is close yet distant to the company.
“There is definitely a possibility if the semiconductor value chain is optimized. Although I do not know what method was used…”
Gain/loss depending on the company value.
I don’t want the stock price to go down.
In a sense, it is the most trustworthy.
Cooperation took place centering on Lee Chan-wook.
BBC−「Meta, Google purchases additional NVIDIA H100… AI competition “In full swing”
CNN− “Nvidia aims to increase production through foundry diversification”
FOX NEWS− 「TSMC supply shortage… Ohsung Electronics receives order for NVIDIA old chip”
It turns out to be true.
Materialization.
There was a way to increase production.
“It would definitely be possible if older chips were turned over to Ohsung Foundry, but…”
“What about HBM? HBM3 is definitely not enough.”
“It appears to reflect the additional production for next year.”
Optimize.
Taking factory expansion and production timing into perfect consideration.
‘Crazy bastard.’
It is definitely beneficial for the company.
The more you sell, the more sales increase.
“If the Yongin semiconductor cluster is completed early, we will be able to meet the production schedule. It seems that we have achieved it through political power.”
Realistic difficulties.
There is no way it will be easy.
We don’t know what will happen in the future.
Uncertainty lurks.
There is influence that can control it.
“If the supply of HBM3 increases, H100 production will also increase incomparably compared to now.”
“If that additional production is supplied to other companies such as Meta and Google…”
“The balance in the AI industry will be reorganized.”
There is.
I knew it.
He is a person who has a firm grip on the Korean market.
Even that was underestimated.
There is a close relationship not only with companies but also with the political world.
“The time when latecomers such as Meta and Google will be on the same line as Open AI will be brought forward.”
We are even having meetings with big tech companies.
There is a feeling of something being cheap.
Gulp!
Hedge funds.
I was looking at the liver.
The fight between semiconductor giants.
That’s not the case
You have to make a decision right now.
─Buy order has been fulfilled!
─Buy order has been fulfilled!
─Buy order has been fulfilled!
．
．
．
Winner of the AI war.
The concept itself is old-fashioned.
What will control the industry in the future?
‘At last…, Is it the jeans manufacturer that is making money from the gold rush?’
It is an AI chip.
It’s all about how much and how quickly you can secure it.
This is why Open AI was at the forefront.
I saw through the possibilities before anyone else.
“It will only be a matter of time before other big tech companies secure the H100 equivalent to Microsoft.”
“Startups will also jump in.”
“In the end, it was only NVIDIA.”
Secured the most H100.
We were able to widen the technology gap in generative AI.
It may come to nothing.
As additional quantities that did not exist before are released.
‘The more likely we are to catch up with open AI, the more aggressive investments we will make.’
We stood on an equal starting line.
It is no longer a unique position.
“The performance of NVIDIA and related stocks will continue to be good for some time. Until performance declines, they will establish themselves as the leading stock in the market.”
The person who created it.
Lee Chan-wook’s position becomes stronger.
There can be no room for disagreement.
‘Microsoft took a big hit.’
Which way does the weight lean?
It can be said that the decision has been made with certainty.
Empowers competitors.
It also serves as a check on open AI.
“But if this happens, the litigation could become more intense. It wouldn’t be surprising if Microsoft came forward directly.”
“I guess so.”
Such a situation.
A fire falls on the instep.
I don’t choose any means or methods more than before.
‘Anything for their own benefit… Because it was a company that did.’
It has been quiet recently.
It is true that the company’s image has greatly improved.
There is no way my true nature can go anywhere.
If an urgent situation arises, we will definitely move.
“If it becomes a lawsuit, it will be an even more muddy fight than it is now. Damn, my head hurts.”
The fight over the AI industry is in full swing.
Uncertainty in the stock market also increases.
But we can’t just sit back and relax.
Hedge funds were shaking their heads.
* * *
Competition.
It can be said to be the driving force that changes this world.
‘It’s always like that.’
That’s how all innovations come about.
From the greed of trying to beat the opponent.
“AI! It’s a hot topic in the stock market. Companies with AI are rising tremendously.”
I don’t know who will win.
You have to go to the end to find out.
But one thing is certain.
Making money when a gold rush occurs.
“The 21st century gold rush is making many investors rich. Among them, we invited the person who is making the most money. This is CEO Lee Chan-wook.”
“”Waaaaa~!!””
A company that sells jeans.
There is an error in applying this logic to modern times.
‘There is no gold mine.’
It is called the 21st century gold rush.
Considering the situation, it is true that it seems plausible.
One thing is different.
Gold mine.
It is an AI company that creates it.
“The exact figure is not yet available, but through our research, we heard that you have accumulated more wealth than Bill Gates. Is this true?”
“I understand that’s what happened.”
“Of course!!”
Semiconductor companies may stumble depending on AI companies’ decisions.
It was that kind of structure.
‘It’s about the world.’
Chicken and egg.
It can be changed as much as you like.
By encouraging competition between companies.
“For your information, Bill Gates also appeared on this program. The reaction was a little… Not good.”
National level power is needed.
The influence that has been gradually built up shines.
War of nerves with Microsoft.
I am confident of victory.
Litigation evangelism.
—————————–±
『What are the prices of items sold at the supermarket?』
Rice Roni- ?
Capsule detergent- ?
Dental floss- ?
Doritos- ?
Fruit- ?
±——————————————–
Ultimately, it depends on public sentiment.
In a democratic society, there is no law as strong as the law of the mob.
“You just need to guess 3 or more correctly with a margin of error of less than 1 dollar.”
“Before we start, I have one question.”
“Oh, I can’t give you a hint, Mr. Chanwook.”
“Which supermarket standard is it?”
This is why I appeared on the show.
In Korean terms, it feels like Quiz or Audio Star.
‘Familiarity.’
It soon becomes that person’s image.
This is a marketing method commonly used by businessmen.
But it is not easy.
Why?
We make mistakes without realizing it.
“Wow, you even asked about it at the supermarket?”
“Of course it’s Walmart.”
“Rich people also think about that.”
Common sense of the rich.
It’s twisted somewhere.
This is because not only you, but also the people around you.
The standard for ‘obvious’ is different.
Although it can show a sense of heterogeneity to the common people.
“I often go to Costco and H Mart. It’s great to buy Asian food.”
“Are you going in person? To that place?”
“I haven’t been able to go lately.”
Not so.
Market price.
I am in a position where I have no choice but to know better than anyone else.
‘To enter the American food industry.’
You have to be aware of the local situation.
No, it hasn’t been that long since I’ve gone shopping in person.
“Unfortunately, we are using Walmart as the standard. You can think of it as a little cheaper than what you know.”
Costco and Trader Joe’s have a slightly expensive image.
Mainly used by the middle class.
Walmart and Target are low-income.
A cheaper place is a German supermarket called Aldi.
‘At Walmart, it’s about half the price in Korea.’
I know that.
That fact alone gives a friendly impression to the public.
That’s what image making is.
Of course, no matter how well you do the preliminary work.
“Then, let’s guess from the first item. How much does Rice Loni (American-style Hatbanban) cost?”
If you don’t get it right, it’s Amitabha Buddha.
The public values results more than process.
‘There’s no way I can’t get it right.’
The preliminary preparations for the lawsuit are being completed.
