Global GPU Computing News【20251115】

NVIDIA Places Additional Chip Orders: NVIDIA CEO Jensen Huang has formally submitted additional wafer orders to TSMC to meet the explosive market demand for the new Blackwell GPUs.

Microsoft Builds "AI Super Factory": Microsoft officially launched its first "AI super factory," integrating hundreds of thousands of the latest GPUs across different states into a vast distributed AI computing network via a dedicated network.

OpenAI Announces Computing Power Goals: OpenAI CEO Sam Altman stated that the company plans to expand its computing capacity by 100-fold, potentially requiring 100 million GPUs to achieve AGI (Artificial General Intelligence), highlighting the massive computing power demands of top AI firms.

Quantum Computing Collaboration Advances: The Korea Institute of Science and Technology Information (KISTI) is collaborating with NVIDIA to establish a hybrid quantum-GPU computing environment based on South Korea's sixth-generation national supercomputer "HANGANG," to advance research in quantum computing and scientific AI.

NVIDIA GPUs Enter Space: NVIDIA has sent its H100 GPU into space for testing for the first time, exploring the feasibility of operating data centers in an orbital environment, marking an initial step toward relocating power-intensive data processing infrastructure to space in the future.

Ant Group Deploys Domestic Computing Power: Ant Group revealed at the World Internet Conference Wuzhen Summit that it has successfully deployed a 10,000-card-scale domestic computing power cluster. Its training and inference performance is comparable to international computing power clusters and has been fully applied in areas such as security risk control.

China Leads in 6G Technology: A report released during the World Internet Conference indicates that China accounts for approximately 40.3% of global 6G patent applications, ranking first worldwide, with related technologies accelerating in verification and industrialization.

Rapid Growth in GPU Market: Industry analysis points out that the global GPU sector is undergoing significant changes in 2025, with the market size expected to exceed $180 billion driven by multiple demands including AI, and technological iteration continues to accelerate.

Tech Giants Compete in Investments: To compete for dominance in computing power in the AI era, tech giants like Microsoft, Amazon, and Meta are launching a new round of data center competitions. The total annual AI-related investment from global tech companies is estimated to reach $400 billion.

GPU Supply Monopoly Raises Concerns: Analysis indicates that NVIDIA currently controls about 94% of the GPU market. This highly concentrated supply landscape poses a systemic risk that could impact overall innovation and resilience in the AI industry.