Core Viewpoint - The article discusses the current state of the "Ten Thousand Chip War," highlighting the convergence of models and the end of the first round of eliminations in the global competition for chips, particularly focusing on GPUs and ASICs [1]. Group 1: Current Landscape - The "Ten Thousand Chip War" has shifted focus from model competition to chip competition, with a variety of companies involved in the GPU and ASIC markets [1]. - Major players in the GPU market include Nvidia, AMD, and domestic companies like HWI and Haiguang, while ASIC competitors include tech giants such as Meta, ByteDance, OpenAI, AWS, Microsoft, Alibaba, and Baidu [1]. - The article notes the entry of many smaller companies into the chip market, indicating a growing and competitive landscape [1].

Group 1 - The core viewpoint is that after three years, the competition in the model arena has not escalated as expected, and the models have started to converge, indicating that the first round of eliminations globally has concluded [1] Group 2 - Currently, the industry is experiencing a "battle of chips," with various companies involved in the production of general-purpose GPUs, including Nvidia, AMD, and others, as well as ASICs from companies like Google, Meta, ByteDance, OpenAI, AWS, Microsoft, Alibaba, and Baidu [2] Group 3 - In the domestic market, there are still dozens of well-known and lesser-known companies producing general-purpose GPUs and custom ASICs, with TSMC being highlighted as the best in this space [3]