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12.9

World Football Day

These world cup cold knowledge

Do you know all about it?

Although the cold winter is coming, the football enthusiasm has not diminished. Tonight we will have a wonderful match between Croatia and Brazil, and today is the World Football Day recognized by the United Nations. Come and learn about the cold knowledge about the World Cup with Xiaobian and feel the charm of football!

Why is this year’s World Cup in winter?

In the past memory, the World Cup is always associated with summer, full of sweat, passion, beer and cheers. This time, however, FIFA World Cup Qatar 2022 was held in winter, which was mainly due to the Qatari climate.

Qatar is located in the desert area of the Middle East, with a tropical desert climate. In summer, the temperature is generally 25-46 degrees Celsius, and the highest temperature can soar above 50 degrees Celsius. This is really too hot for a player who wants to run for 90 minutes, and there is even the danger of heatstroke.

Of course, even in winter, the highest temperature in Qatar at the end of November can exceed 30℃, but the stadiums in Qatar are basically equipped with cooling systems to ensure that football players can play at a suitable temperature.

Why do players spit water?

This scene often occurs in football matches. Players take a sip of water and then spit it out immediately like gargling. Many friends will misunderstand when watching the ball. "Why do they spit everywhere?"

In fact, this is a way for players to drink water. The professional name is "carbohydrate gargle", which can effectively improve sports performance and relieve sports fatigue. It is a "scientific plug-in" for athletes on the field. They need to cheat their brains in this way without affecting their state, in order to quickly restore their physical functions and continue to play.

Why is there no British team in the World Cup?

There is no British team in the World Cup because there is no only football association in Britain.

In 1863, Britain, as the birthplace of modern football, established the world’s first football association: the English Football Association. In 1886, the football associations of England, Scotland, Wales and Northern Ireland jointly established the World Football Council and made unified rules. Later, FIFA generally joined football associations everywhere, so four football teams in Britain were invited to participate in the World Cup, namely, England, Scotland, Wales and Northern Ireland.

What is offside?

FIFA World Cup Qatar 2022 is in full swing, attracting countless fans to watch. In the first half of Argentina’s game against Saudi Arabia, it was blown offside six times, which made people confused. Many new fans will ask a question, what is offside?

Offside refers to the moment when the attacker passes the ball, the receiver stands closer to the goal than the penultimate defender, and at the same time closer to the opponent’s goal than the ball, and tries to prepare for the attack from this position. In other words, offside is an act that has a clear purpose, produces intentions quickly and puts them into practice. On the court, it is often seen that players are sentenced to offside because they start too fast and fall into the offside trap of their opponents.

The offside rule was formulated by the British Football Association in 1870. In the football match at that time, the audience often saw such a scene: when one side launched an attack, most of the attacking players had gathered in front of the other side, ready to start shooting when they received the ball, so the game between the two teams was mainly concentrated in front of the goal, and there was little wonderful cooperation. The offside rule is precisely to adjust this excessively unbalanced offensive and defensive relationship and make the game more exciting.

Source: Yellow River News Network

Patriotic basket, love CBA, I am Sister Luo, and friends remember to like it after reading it!

In this offseason, the Shanghai team must take the lead in solving the problem of team coaches. After Li Chunjiang was banned, the Shanghai team was in a state of being leaderless. During the two seasons when Li Chunjiang led the team to play, he actually found the development direction and ideas for the Shanghai team. As far as the current situation is concerned, it is not suitable for the Shanghai team to find a head coach who doesn’t know the team at all, which is equivalent to establishing a new system from scratch. Next season, the performance of the Shanghai team may drop sharply, which is definitely meaningless. As far as the current situation is concerned, the head coach that the Shanghai team needs is a coach who knows the team and knows Li Chunjiang’s guiding intention, and the team now has such a person.

It is reported that the Shanghai team has planned to sign their former assistant coach Liu Peng, who is an assistant coach of the national team. Liu Peng’s coaching ability is really good. In recent seasons, he has been able to coach in the national team every time, and Du Feng has trusted him. The most important point is that Liu Peng has been studying with Li Chunjiang. He is very clear about the players that the Shanghai team is focusing on training now, and Liu Peng has a resume of overseas study. He is very worthy of being reused by the Shanghai team, but at present, Liu Peng is only the temporary acting head coach in the Shanghai team, and the team depends on his later performance. The Shanghai team has invested a lot of money in recent seasons, and they will almost start to pursue achievements next season.

Sister Luo thinks that Liu Peng is a coach who is more suitable for the Shanghai team. He has always served as an assistant coach in the team, and Liu Peng is a coach who is very willing to think. However, when he was the head coach of the Shanghai team, the team’s performance was not ideal, so Liu Peng was forced to leave class. Now he is not the same as he was then. Liu Peng has also made progress and promotion. The Shanghai team can fully trust his ability. In a word, Liu Peng’s coaching ability is not bad, otherwise he would not be able to enter the national team. Now there are many coaches that China men’s basketball team can choose, and he can be elected as the assistant coach of the national team, which at least proves that Liu Peng’s coaching ability has been recognized.

Liu Peng, Acting Head Coach of Shanghai Team, gave guidance.

The second news is about Cummings, a small foreign aid of Guangsha team. Recently, a well-known basketball reporter broke the news that Cummings has followed Guangsha team to Dongguan to prepare for the life-and-death battle with Guangdong team. However, fans are not too happy to hear this news. Many people think that Guangsha team should give up Cummings because his physical confrontation ability is really poor. In the face of Guangdong team’s tough defense, Cummings’ role is completely inferior to Wells’.

It’s hard to imagine that a foreign aid will be rejected by the fans, and the fans of Guangsha team really don’t want to see Cummings play. In the case of reusing Wells in the second game, Guangsha team won the final victory. Maybe it’s a good idea to abandon Cummings, but director Wang Bo still trusts him. This season, he prefers to use Cummings as a foreign aid, and Wells didn’t have so many chances to play before.

Sister Luo thinks that the fans of Guangsha team don’t have to worry. Even if Cummings follows the team to Dongguan, he may not be able to play. Now the list of 12 people in Guangsha team is redundant. Cummings can enter the big list first to see the situation. If Wells’ effect is not very good, then Cummings can play and give it a try. Comparatively speaking, Cummings’ three-point shooting percentage will be higher than Wells’, and his speed will be faster than Wells’s.

Guangsha team’s small foreign aid Will Cummings

The third news is about China insider who is playing in the United States. He is one of the most promising young insider players in China at present. He is only 16 years old this year, and his height has reached 2.12 meters. His wingspan data is 2.30 meters, which is definitely a top insider talent. When playing in American high schools this season, he can send out five blocked shots per game, which is quite scary.

In fact, from the perspective of static talent, there is a certain gap between Chisinan and Zhou Qi. qi zhou’s wingspan data has reached 2.36 meters, but Chisinan’s advantage is that he went to the United States to play earlier. Recently, Chisinan won the offer from the University of Alabama, a well-known NCAA team. The University of Alabama defeated the China men’s basketball team once in the European warm-up match. From this point, it can be seen that,

Sister Luo thinks that as long as they are truly talented players in China, they should sign up for the Cai Chongxin Foundation for Studying Abroad. Qi Sinan went to play in the United States through the sponsorship of Mr. Cai Chongxin. He not only had the opportunity to attack the NBA, but more importantly, Qi Sinan could only participate in the CBA draft after returning to China in the future. He could not directly sign contracts with other CBA teams. This is a very critical issue. In the future, more outstanding players will become the top draft players in the CBA draft.

Chisnan was invited by the University of Alabama.

At present, the value of the top pick in the draft of CBA league is far from enough. Like last year’s draft, there should have been many other young players. Fans all think that Wang Quanze will definitely be the top pick. However, no one expected that Wang Quanze had already signed a contract with the Guangzhou team.

However, if Chisnan can’t play in the NBA league in the future, he will definitely be an explosive top pick when he returns home. Which fishing team can get Chisnan, they have a good chance to rise. At least from the current situation, Chisnan has a strong dominance on the defensive end, and he is likely to be an inside player of qi zhou level in the future.

ChatGPT’s wind blew, and the US group Wang Xing was tempted.

Yesterday afternoon, Wang Xing, the founder of Meituan, announced in a high-profile circle of friends that the AI ? ? model made him "both excited and worried". In the future, he will personally participate in the A round investment of Wang Huiwen’s startup company "light years away" and serve as a director.

The original text of this circle of friends is: "The AI ? ? big model makes me both excited about the huge productivity that will be created soon and worried about its future impact on the whole world. Lao Wang and I have been on the road to entrepreneurship for nearly 20 years.Since he is determined to embrace this big wave, I must support it. "

Source: screenshot of Wang Xing’s circle of friends

Just last month, Wang Huiwen, another core founder of Meituan, published articles on social platforms continuously, announcing that he would start a business in AI, with the goal of creating "China version of OpenAI". Recently, ChatGPT, which is very popular in the technology circle, is the product launched by OpenAI.

His concrete measure is to contribute 50 million dollars., valued at $200 million, set up Beijing Lightyear Technology Co., Ltd.. However, its own funds only account for 25% of the shares. In his AI Heroes List, he wrote that another 75% of the shares are used to invite top R&D talents.

If these shares have not been issued by the time the company goes public, a non-profit fund will be set up to "invest in projects with unclear development path, slim realization hope and unclear commercial value".

As soon as this move came out, the four sides moved.

Some researchers questioned its capital and technology, and some people yearned for it, but never expected that the first big fish caught in this project was actually an old partner Wang Xing.

At this point, we look back,Recently, the investment and entrepreneurship of AI, Big Model, ChatGPT and other related tracks have entered the stage of racing against time.

Not only Wang Xing and Wang Huiwen’s "Double Kings" combination, but also Ali, JD.COM, Baidu and Tik Tok are actively participating in the competition.

After Wang Huiwen took out $50 million in real money, Wang Xiaochuan, a former Sogou CEO, also posted on social media that he was about to enter the "China’s OpenAI" battlefield.

On February 26th,Zhou Bowen, the former head of JD.COM technology, announced the recruitment of partners to build a China version of ChatGPT.

In the last two days, Yan Li, the core figure of AI technology research and development in Aauto Quicker, has also started a big AI model business as a new company founded after leaving Aauto Quicker.

Mu Li, a great technical god, and Alex Smola, his former mentor, started their business together, and the track they chose was also a big model-related project.

Coupled with this high-profile announcement by Wang Xing,At present, the domestic AI model entrepreneurial track has been crowded with big names, including many serial entrepreneurs and technical gods.

As the "best co-production venture combination" recognized in the Internet industry, the re-joining of Wang Xing and Wang Huiwen has brought a beautiful imagination to the industry.

On December 18, 2020, Meituan issued an internal letter, and Wang Huiwen, the co-founder and senior vice president of Meituan, officially retired as planned.

On the occasion of Wang Huiwen’s retirement, Wang Xing wrote a letter for him, briefly summarizing his ten-year entrepreneurial achievements.

"Joined the US Mission in 2010 to help the company stand out from the Thousand Regiments War; Three years later, we will build a US group take-out from 0 to 1, and then go deep into the upstream and downstream of the catering industry chain to build local service business scenarios such as store, home and travel; One year before leaving office, Lao Wang was still promoting the building of platform capabilities such as user platform, basic research and development, big data and Al. "

Wang Huiwen

It can be seen that Wang Huiwen plays a cornerstone role in today’s Meituan Empire. However, before the establishment of the US Mission, Wang Xing and Wang Huiwen had already cooperated many times.

In 1997, 18-year-old Wang Xing walked to Tsinghua University from Longyan No.1 Middle School in Fujian. At that time, the first classmate he knew was his roommate Wang Huiwen.

Since 2003, they decided to start a joint venture. It is said that Wang Xing interrupted his doctoral studies in the Department of Electronic and Computer Engineering of the University of Delaware, and Wang Huiwen also dropped out of the Institute of Acoustics of the Chinese Academy of Sciences.

In a year, Wang Xing tried 10 entrepreneurial projects until.In 2005, the real-name registration system social networking platform "Intranet", which was jointly founded by them, went online, and finally made a name in the industry.

This social platform, similar to Facebook, quickly took off in China. However, due to the broken capital chain and lack of entrepreneurial experience, Wang Xing’s team sold the campus network to Thousand Oaks Group for $2 million in less than one year.

Three years later, in 2009, Thousand Oaks Group renamed its famous campus network Renren. By 2011, when Renren was listed in the United States, its market value reached 7.482 billion US dollars, surpassing Sohu, Youku, Netease, Ctrip and Sina, becoming the third company with internet market value in China.

Source: Renren. com official website

In this story, although the "two kings" group left early, their keen judgment and industry judgment on the Internet still surprised everyone.

After the campus network project, Wang Xing and Wang Huiwen went to toss up the projects such as Fanbu, hainei and Taofang, but none of them improved much.

In 2010, the two men got together again and jointly founded Meituan., and then completed the expansion of thousands of regiments, takeaway wars, big retail and big travel.

In a short sentence, how many wars are raging? After several wars and standing out from the crowd, Wang Xing and Wang Huiwen combined to gain a firm foothold, and more people began to call them "industry bosses". As we all know, the super entrepreneurial strength displayed by the two of them together is an important factor that makes everyone look askance.

Thousand regiments war

It is worth noting that after Wang Huiwen retired, he never stopped to invest in the technology industry.

Specifically, in April last year, Wang Huiwen’s signature on Instant was still "All in Crypto". After half a year, his interest shifted from Crypto and web3 to artificial intelligence, and he wanted to build the China version of OpenAI.

By the way, he also invested in LI and met Wang Xing in the investment field. In the last round of financing before the ideal IPO, Wang Huiwen’s name appeared on the ideal investment list together with Wang Xing.

Not only does Wang Huiwen continue to explore in the science and technology circle, but Wang Xing has gradually become an investment tycoon in the field of hard technology.

According to incomplete statistics, in addition to his ideals, Wang Xing’s personal investment projects also include mutual assistance, convenience, e-driving, Qingping Technology, Maibu Technology, flight steward, Tiger Securities and so on.

Wind data shows that there are 121 affiliated enterprises of Wang Xing and 39 foreign-invested enterprises, of which 34 are surviving. The enterprises they invest in are mainly engaged in scientific research and technical services, information transmission, software and information technology services, and leasing and business services.

Source: wind

It can be seen that the exploration of the two people joining hands to enter the AI industry is not as simple as a "supporting friends". In fact, there are both sides’ continued emphasis on the technology industry and their recognition of entrepreneurial ideas.

In the open letter of Wang Huiwen’s retirement, Wang Xing wrote that "Lao Wang and I are classmates and roommates with common interests, partners who work together to start a business, comrades who fight side by side, and lifelong friends who can collide with each other and talk with each other".

Different from the rhetoric in Wang Huiwen’s hero list, when the two really entered the AI industry, of course, all the spectators were most concerned about:What are you going to do and what kind of business model are you going to establish?

From the current mainstream point of view, the AI ? ? big model and ChatGPT entrepreneurship actually require high R&D investment. In fact, the only team in China that is most suitable for competition and has a greater possibility of success is BAT, an Internet giant with a cloud computing platform and a large number of users and related data.

Some insiders have calculated the relevant costs. "ChatGPT hardware needs 30,000 top-level GPUs, plus CPU, memory, hard disk, network and data center power supply and buildings, which is close to 10 billion yuan.Training takes several months at a time, and besides the huge cost of materials and electricity, there is also the cost of software development. "

In the past few years, both Ali and Tencent have invested no less than $50-10 billion in OpenAI. However, from the landing effect, the results are not obvious.

The same is true for Wang Xing and Wang Huiwen.They face as many difficulties as Ali.

At present, the advantages of the two men in the process of starting a business are rich entrepreneurial experience, keen market insight, talking about ideals, talking about feelings and grabbing talents. Wang Xing and Wang Huiwen are very powerful.

Earlier news showed that recently, Liu Jiang, vice president of Beijing Zhiyuan Artificial Intelligence Research Institute, wrote in a circle of friends that he had decided to join Wang Huiwen’s "light years away", and he also called other "AI heroes" to join the team.

It shows the appeal of the two of them, but in addition to the above competitive factors, the specific landing scenarios, related business models and profit models of the AI ? ? big model are still being explored.

Is it ToB, facing the business side, using ChatGPT and big model as an interface to improve the efficiency of production and service, or ToC, putting the AI big model technology to the ground and making a more reliable and intelligent chat robot?

Just like several keywords mentioned by Wang Huiwen in the continuation of the hero list, "unclear, vague and unclear" indirectly summarizes the mentality of both surprise and anxiety about related technologies in the industry.

Wang Xing and Wang Huiwen took a group photo.

What we can make clear is that in the process of AI entrepreneurship, in addition to technical belief, it is necessary to have sufficient capital and the support of related industries, and it is actually very difficult to simply explore technology without landing scenes.

Wang Xing and Wang Huiwen stood up and supported the industrial development with actual funds. They played more of the role of "investors". This move deserves more people’s follow. After all, no matter how difficult the technical research is, someone must promote it.

Betting on AI entrepreneurship is a new journey for these two Internet giants, and the whole Internet industry is waiting for the day when the truth comes out.

Author | Lao Dian

Live broadcast on March 11 th, Beijing time on Sunday morning, Dortmund will usher in the Ruhr Derby against Schalke. In an interview before the game, Dortmund coach Terzic talked about the game.

Terzic said: "Derby always comes at the right time. Not only are we looking forward to it, but the whole Ruhr area is looking forward to it. This is a regular game, but the atmosphere and intensity of the game are different. It is meaningless to look at the league rankings of the two teams. Schalke’s performance is very good and he will try to put pressure on us. "

"After being eliminated by Chelsea, we were disappointed. We criticized ourselves and now we are very eager to win. There are still 14 games this season, including 11 Bundesliga games and 3 cup games. We hope to win in these 14 games. "

This is Alai’s first time to participate in the Ruhr Derby, and Terzic said: "This is the competition they want to participate in. When they join Dortmund, they want to participate in such a competition. This is a very special game. When the football game is defined with a new name, you will know the importance of the game. After defeating Leipzig last week, the fans asked us to win the derby, and we don’t want to live up to their expectations. "

With the countdown to the release of Baidu Wenxin, AIGC is bound to detonate the technology circle again. Li Yanhong, founder and chairman of Baidu, said in an internal letter after the release of the financial report: "AI technology has developed to a critical point, and all walks of life are inevitably changed. The China AI market is about to usher in explosive demand growth."

If 2022 is the first year of AIGC, then 2023 will usher in the outbreak of AIGC, and the enthusiasm for AI applications such as ChatGPT of OpenAI, Wen Xinyi of Baidu, and Yuyan of Netease Fuxi’s Chinese pre-training model will inevitably lead to a new round of fanatical demand for AI computing power.

Zhao Lei, vice president and CTO of domestic server manufacturer Ning Chang, pointed out that as far as ChatGPT is concerned, TB-level computing training library or even P-Flops computing power is needed. "There is no such thing as ChatGPT, and artificial intelligence computing power is never enough." Zhao Lei admits that the AI industry will need at least 100 times more computing power in the next 5 to 10 years.

At present, under the trend of digital transformation, enterprises’ demand for computing power is increasing, and there are many uncertainties in the development of the industry. What enterprises need more is computing power that can face increasingly complex application scenarios and balance the current business needs and future development needs.

As an AI computing expert, Ningchang provides computing solutions for users through its own technical capabilities and product solutions. Ningchang product series has covered all products such as artificial intelligence server, general server, edge server and multi-node server, meeting the needs of different scenarios and realizing flexible customized configuration. In addition, based on the existing industry energy-saving pain points, Ningchang provides traditional air cooling, cold plate liquid cooling and immersion liquid cooling and other multi-scenario cooling methods. Taking a computer room with a total load of 10MW as an example, Ningchang liquid cooling scheme can help users save 15.8 million yuan in electricity bills every year.

On the court, the dream-chasing football teenager showed his style with flexible dribbling, sharp breakthrough, powerful assists, wonderful shooting and persistent defense. Think about how happy children are now to be able to play in such a professional venue-even if they lose the ball in the game, the coaches on the sidelines are actively encouraging them … In recent seven years, Tianjin Football Association has focused on youth training, which has achieved increasing results.

A few days ago, the 2022 Tianjin Youth Football Top 100 "Stars of Hope" Awards Conference hosted by the Municipal Sports Bureau and hosted by the Municipal Football Association was held in the lecture hall of the Municipal Sports Bureau. This is the seventh consecutive year that Tianjin has organized the "Stars of Hope" selection activities.

In the selection and testing of "Stars of Hope" in 2022, the Municipal Football Association selected 167 people to participate in the selection according to the performance of municipal youth football matches throughout the year, and finally selected 100 "Stars of Hope" in the year through physical special tests and group competition tests.

"Star of Hope" has set a benchmark and an example for football teenagers in Jinmen and inspired many teenagers to dream of greenery. Through the selection of "Star of Hope", a football youth training system with Tianjin characteristics has been formed, which has further promoted the training of Tianjin youth football reserve talents, laid a solid foundation for the development of Tianjin football youth training, and inspired all sectors of society to pay more attention to and support Tianjin football youth training.

Since 2016, Tianjin has held 7,692 youth competitions, with a total of 54,801 participants and 4,434 teams. In the past seven years, a total of 700 players have emerged as the "promising stars" of Tianjin youth football. Starting from 2017, the Municipal Sports Bureau and the Municipal Football Association will also select the "Star of Hope" team to go to Spain, Serbia, Brazil and other football countries to carry out training competitions and exchange studies, feel the football atmosphere, receive on-site guidance, encourage young players to strive to improve their technical and tactical level, and enhance their determination and confidence to strive for Tianjin football.

Although Tianjin has been changed into a city of volleyball, we are delighted to see that Tianjin Football Youth Training has not been depressed, but the system has been continuously improved and developed, which has consolidated a strong population base of Tianjin mass football. More and more rich events make the coverage of local youth football increase, the competition system improve and the competition level improve. Maybe in the near future, we can really get out of a few young players with national prefixes.

These seven years are seven years in which the staff of Tianjin Football Association have worked overtime and worked hard. It is a 7-year joint struggle of Tianjin Football Associations at all levels and districts; It has been seven years of joint popularization and promotion by schools, parents, coaches and other enthusiastic football professionals. These seven years are also seven years of self-dedication of many retired footballers Do not forget your initiative mind. It is the joint efforts of friends from all sides that have promoted the development of Tianjin youth football training in a professional, high-level and deep-seated direction, and vigorously cultivated many excellent reserve football forces.

Chong Yong, vice chairman of Tianjin Football Association, thanked all the friends who loved football and contributed their strength. He told Xibaile Football that with the support of the leaders of the Municipal Sports Bureau, Tianjin Football Association will intensify its efforts this year to make every holiday and weekend a stage for amateur mass football, and strive to set several representative youth training echelons as benchmarks to inspire everyone to make persistent efforts.

He believes that it is equally important, and even more important in a sense, to popularize the youth football population while doing a good job in cultivating football elites. "So we should focus on the cultivation of competitive elites and popularize the football population at the same time, which is the long-term solution for the cultivation of football talents."

Miguel has made an appointment with all the teams in Tianjin.

[Year-round Games] Every Saturday from 2 pm to 4 pm

Nine-player system

[Cost] AA system with referee

[April 22nd] 5Monthly simultaneous reservation

In the years of development, Tianjin Football Association regards improving players’ skills, grasping basic skills training as the "top priority", and taking "practicing all-round skills, practicing all-round skills, and practicing skills in running and confrontation" as its team training purpose, and constantly improving players’ development concepts, competition concepts, training concepts and coaching concepts. By hosting various football matches, Tianjin Football Association is committed to popularizing football, promoting scientific and healthy football development concepts, promoting the establishment and development of grass-roots football social organizations, and expanding the football population through matches. Nowadays, echelons of all ages have performed well.

"It’s very nice here. The coach is very professional and the venue conditions are good. The supporting guarantee during children’s training is also very well done. " Xiao Pang has been one of the top 100 teenagers for years, and his father is particularly proud. As a participant and witness of Tianjin youth training, he told Xibaile football reporters that he especially supported the Football Association in promoting teaching by competition, promoting learning by competition, creating a training atmosphere combining theory with practice, and promoting the integration of training and competition, and the children all benefited a lot.

Xiao Guo was elected for the first time this year. He said that he could wake up happily in his dreams. His parents agree with Pang’s point of view. He said that during the training and competition, he saw many small players around him improve their technical and tactical level and gain their own breakthroughs and progress.

Yang Cheng, Bo Yue, Bo De … The future football youth training in Tianjin can be expected. Wait, the future u20, Tianjin doll will take the lead.

Without authorization, other media may not reprint it.

The growth rate of global server industry’s shipments this year is approaching the "Guarantee 1" war. However, with the rise of self-driving, AIoT and edge computing and the explosion of artificial intelligence (AI) chat robot "ChatGPT", AI servers will become a pioneer in the growth of server niche this year. It is estimated that the annual growth rate of shipments will reach 8%, and Taiwan Province supply chains such as TSMC, Weiying and Quanta are expected to benefit.

According to the report of TrendForce, a research institute, under the leadership of emerging application themes in 2018, many large cloud operators began to invest heavily in the construction of AI-related equipment. By 2022, it is estimated that the annual shipment of AI servers equipped with GPGPU(General Purpose GPU) accounts for nearly 1% of the total server.

It is estimated that in 2023, with the application of chat bots, it is expected to stimulate AI-related fields again. It is estimated that the annual growth rate of shipments will reach 8%, and the compound growth rate from 2022 to 2026 will reach 10.8%.

In 2022, the proportion of AI server procurement is dominated by Google, AWS, Meta and Microsoft, the four major cloud providers in North America, accounting for 66.2%. In recent years, with the intensification of localization in mainland China, the wave of AI construction has warmed up, and ByteDance, Tencent, Alibaba and Baidu are the providers with large purchases.

In terms of computing specifications, ChatGPT is mainly based on NVIDIA A100 and exclusively uses Microsoft Azure cloud service resources. If other Microsoft applications are merged, the annual demand for Microsoft AI servers is 25,000. Baidu Wenxin adopts NVIDIA A800 in a word and combines other applications. The annual demand for Baidu AI servers is about 2,000 units.

Taiwan Province AI server supply chain includes TSMC, IC design factory Creative and Purui -KY, server foundries Quanta, Weiying and Inventec. The market is promising. With the contrarian growth of AI servers, the supply chains of related factories are expected to benefit.

Among them, whether it is AI computing or data center, most of the back graphics cards are manufactured by TSMC, especially on the AI chips led by Nvidia, including GPU A100/H100. Related accelerators and chip design applications are mainly produced by TSMC’s 5-nanometer family process.

Wei Ying pointed out that in 2022, AI servers will be less than 20% in terms of shipment or revenue. At present, more than 50% of newly opened cases are AI-related servers.

Quanta has invested in the field of AI servers many years ago. Although the revenue proportion of AI servers has not been announced, the legal person pointed out that the unit price of the main board of AI servers is twice as high as that of standard products, and it is difficult to manufacture, and the gross profit margin is rising, which is beneficial to the improvement of product portfolio.