The co -founder and CEO of the global chip giant Nvidia (Nvidia) Huang Renxun recently connected to Singapore, Malaysia, and Vietnam, which has been repeatedly interviewed for 25 years.Huang Renxun's trip to Southeast Asia believes that it is inseparable from the reconciliation of the industry chain and the reassessment of the industrial chain.
The China -US economy has begun to decur, which is obviously the main consideration.Considering factors such as long -term development needs and risk of production activities, many manufacturers who have been engaged in manufacturing and production in the world of China in China have actually quietly found new alternative production bases.
The primary areas where these manufacturers are aimed at are inseparable from Southeast Asia and India.After all, Southeast Asia and India have relatively good working teams, with a certain level of technical level, and the cost is comparable to China.
When a reporter talked to industry insiders, they estimated that in the first half of this year, the production capacity of artificial intelligence servors in Southeast Asian countries including Thailand, Vietnam, and Malaysia, estimated to account for 23 % of global capacity.It reached nearly 50 % in 2026.It can be seen that the future artificial intelligence server's homeonal base is likely to be in Southeast Asia.
Coupled with the strong support of the government of Southeast Asian countries, this area has become the hub of artificial intelligence, which should be treated the corner.For example, Vietnam has recently adopted the national digital transformation plan, and it is necessary to achieve the goal of digital economic growth from 2025 to 2030.
American cloud service operators, such as Google, Amazon's AWS, Microsoft, etc., they have taken into account the geopolitical changes and the broken chain crisis.Nvidia aimed at Southeast Asia, and was free.
Singapore Nvidia chip costs $ 600 per capita
In the whole plan of Nvidia, what role does Singapore play?
According to the documents presented to the US Securities and Exchange Commission (SEC), as of the third quarter performance of the end of October this year, Singapore has contributed about 15 % to Nvidia's quarterly revenue, about $ 2.7 billion (approximately 3.630 millionNew Yuan).This quarter's revenue from Singapore increased by 404.1 % over the same period last year, far exceeding the 105.5 % overall revenue growth rate of Nvidia's 205.5 %.
In terms of sales figures in Nvidia in the third quarter, in terms of revenue contribution, Singapore is currently only behind the United States (34.77 %), Taiwan (23.91 %) and mainland China (including Hong Kong) (22.24 %).
It is worth noting that according to the report issued by Citi Analyst Analysts on November 27, in this quarter, according to the per capita calculation, Singapore's spending on Nvidia chips was actually $ 600.This per capita number is significantly higher than the US $ 60 and China about $ 3.
Maybe people can't imagine why this small country in Singapore uses so many chips?The reason for this is inseparable from the favorable conditions of Singapore: the stability and security of politics and society, the talents, and the solid digital technology infrastructure, coupled with the Singapore government's policies also encourage and support digital and data services, meet the needs of many foreign capital.
Singapore is rated as one of the most ideal data centers in the world
Not only that, Singapore also has quite a lot of data centers and cloud service providers.According to official figures, with the number as of the end of January 2022, Singapore has more than 70 comprehensive operational data centers.From the perspective of non -official figures in the industry, Singapore's data centers have more than 90.How large the amount of data stored in my country is known.
Singapore accounts for 60 % of the total capacity of Southeast Asian data centers. It has a strong optical fiber broadband connection, powerful network security framework and reliable cloud services. These have always been rated as one of the world's most ideal data centers in Singapore.
In addition to the launch of the Sino -US economy, it is believed that Nvidia's calculation is also paving the way for it to become the world's largest artificial intelligence company in the future.And Singapore's huge database is definitely an advantage in the development of artificial intelligence.
Recently, Nvidia has made very extensive investment in artificial intelligence.Nvidia pointed out on December 11 that the Group has invested more than 24 companies this year. The target has ranging from a large new artificial intelligence platform worth billions of dollars to small -scale starting in small -scale industries such as medical care, or energy industries.The company has a wide range of fields.
Nvidia's investment increased by nearly 10 times year -on -year
According to Nvidia's latest quarterly report, in the nine months of the end of October, it invested a total value of $ 872 million in "non -associated companies", an increase of nearly 10 times year -on -year.These investment projects include venture capital and corporate transactions.
No wonder some people in the industry talked about it, saying that Nvidia was one of the most active investors in the field of artificial intelligence, and even more active and active than the largest venture capital company such as Sequoia.It seems that Nvidia is not only to participate in the development of artificial intelligence as a chip manufacturer. It also wants to be a member of artificial intelligence and even a leader.
In business talks with business, decentralized risks, and increasing investment in Southeast Asian countries have become a trend.The layout of multinational enterprises is to ensure that the supply chain is stable and the market diversification.Southeast Asian countries need to attract more high -value -added foreign capital, strive to improve the economic level, and naturally welcome the arrival of these high -end multinational enterprises.Huang Renxun was enthusiastically treated by various countries, and it was obvious that both parties realized that this would be a win -win situation for everyone.
