智通财经网·2026-01-16 06:16Core Insights - The global AI computing power is expected to exceed 16 ZFlops by 2030, with intelligent computing power's share increasing from 63% in 2023 to over 90% by 2030 [1][2] - NVIDIA leads the AI chip market with nearly 90% market share in GPU-based AI servers, while AMD holds about 8% [1][3] - Major cloud providers are accelerating the development of custom ASIC chips to optimize costs and meet the surging demand for AI applications [2][6] Group 1: Global AI Computing Landscape - The demand for intelligent computing power is rapidly growing, projected to reach over 16 ZFlops by 2030, with a significant increase in the share of intelligent computing from 63% in 2023 to over 90% [1][2] - NVIDIA's market dominance is evident, with its AI server market share expected to remain around 90% in 2024 [1][3] - The competition in the AI computing ecosystem is intensifying, with a shift from general-purpose to specialized computing, leading to the establishment of UCE and UALink by tech giants [5][6] Group 2: ASIC Market Dynamics - Broadcom is a key player in the ASIC market, holding a 55%-60% market share through long-term partnerships with major clients like Google and Meta [2][4] - The ASIC market is witnessing a shift towards ecosystem competition, with companies focusing on specialized chips to enhance performance and reduce external dependencies [5][6] - Major cloud providers are investing in self-developed chips to drive cost optimization and promote a shift towards specialized and customized solutions [6][7] Group 3: NVIDIA's Strategic Position - NVIDIA's data center business has become a core growth driver, surpassing its gaming segment, with projected revenues of $115.19 billion for the 2025 fiscal year, reflecting a 142.4% year-on-year growth [3][4] - The company has developed a comprehensive computing infrastructure, including the CUDA programming model and various specialized software libraries, which strengthens its competitive edge [3][4] - The launch of the Vera Rubin computing platform aims to break the "Moore's Law" barrier, showcasing NVIDIA's commitment to innovation [3][4] Group 4: Investment Opportunities - A-share listed companies to watch include Cambrian (688256.SH), Haiguang Information (688041.SH), and Inspur Information (000977.SH) among others [7] - U.S. listed companies of interest include NVIDIA (NVDA.US), Broadcom (AVGO.US), and AMD (AMD.US) among others [7]