Super God-Level Top Student-Chapter 1064 - 414: This Damned World

Actually, the news among the big shots is often well-informed.

Although Dou Dou only showed those mysterious videos to Satya Nadella, when he readily got his subordinates to find people in Arlington to analyze them, it quickly became a well-known secret within a certain circle.

When pondering the matter, one cannot avoid taking these factors into consideration.

This is the lament of a company growing large enough, as it can no longer consider issues only from a commercial perspective.

Those who often mention capitalists likely have never truly understood what capital or capitalism really is. Many people don’t even understand that there are different factions within capitalism.

When capital and capitalists are at odds, entering into a mode of interest competition, the methods can be even more terrifying than battles between classes. As is the case now, where for their own interests, some capital desires to maintain the current backdrop of globalized commerce. ƒrēenovelkiss.com

However, other capital believes that when one cannot have both fish and bear’s paw, it is necessary to temporarily abandon globalization to significantly enhance domestic industrial strength.

Clearly, NVIDIA belongs to the former group. Although this company has already started actively preparing its own factories, it has predominantly adopted the fabless model before.

The biggest advantage of the fabless model is probably the lack of heavy assets required. As long as the company focuses on R&D and holds enough patents, it can rake in massive profits globally. Not to mention, these foundries are mostly in underdeveloped areas where labor is cheap.

As long as the product is well-received and favored by the capital market, performing excellently in the stock market will attract more shareholders to invest in the company, using the funds to attract global talent, deepening the moat and creating a perfect cycle.

However, evidently, the Youwei Group’s press conference disrupted this cycle.

Especially if, as Dou Dou’s Weibo post suggested, Huaxia’s R&D progress is very smooth, with various metrics and performance even stronger than what will be announced at the conference, it would spell disaster for NVIDIA.

There have been countless examples before proving that once Huaxia masters any advanced technology, they indeed have the execution power to quickly distribute the product worldwide, gradually devouring the competitors’ markets in the process.

Apple is a vivid example.

It should be noted that ever since the iPhone 4 was launched in 2010, this company steadily maintained its dominant position in high-end market segments globally. Even Samsung, which was the number one in sales worldwide, couldn’t compete with Apple in the high-profit high-end segment sales.

But even with the initial advantage, Apple’s dominance in the high-end market in Huaxia couldn’t last for ten years. It was Youwei Group that emerged, and its Mate series directly threatened Apple’s high-end dominance.

Furthermore, Youwei developed its own CPU. It should be noted that when Youwei first introduced its CPU, it faced severe criticism for issues like overheating and lagging, even in the low-end market.

Yet despite that, in the following generations, Youwei managed to carve out a bloody path. Not to mention, with strong competitors, NVIDIA would have to consider the interests and reactions of major OEMs. This also means the profit from patent licenses will be further squeezed.

Otherwise, who can guarantee that these downstream manufacturers won’t switch allegiance to Youwei?

It should be noted that these downstream manufacturers are not limited to GPU factories. There are so many overlapping areas in semiconductors, and these globally distributed brand manufacturers also produce motherboards. They currently follow NVIDIA or AMD standards because they have no other choice.

In the future, if Youwei Group succeeds in securing its place in the global GPU market, and even participates in standard setting, the attitude of these manufacturers could change unpredictably.

Yes, Huang clearly understands why the stock prices of NVIDIA and AMD have collapsed recently.

It’s not just because there is an additional competitor; this is also why, even though they announce new plans and technologies, they cannot restore confidence! The real reason is that the monopoly that allowed them to thrive is about to be broken, and there is nothing anyone can do now.

The fact that the masterminds are in Xilin makes it even more unsolvable.

The Huaxia Xilin Mathematics Research Institute seems to possess some kind of magic in the global tech field. No one doubts the theories they propose.

Yes, the part where Qiao Ze explained the theory at the Youwei tech press conference has been studied over and over by mathematicians worldwide thousands of times. Huang even knows this number is not an exaggeration and might be underestimated.

Because NVIDIA alone has commissioned dozens of mathematicians and physicists, dividing them into several teams, is virtually analyzing Qiao Ze’s presentation line by line, deducing, and calculating...

And the current situation is that these highly-paid mathematicians still haven’t fully grasped the theories, or rather haven’t identified some of the internal connections, but no one thinks that Qiao Ze announced this so-called Q Theory is incorrect.

Even when Edward Witten put forward the M-theory, there were many throughout the scientific community who questioned it, pointing out issues like complexity in mathematics, lack of experimental verification, uniqueness, vague physical explanations... and so on.

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