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Chapter 41 Microsoft wants to join forces with OpenAI
"Tell me, how many graphics card orders has Moore Technology placed with TSMC?"

"The S80 plus S4000 series alone is 70 million pieces, the S60 is million pieces, and the S is also million pieces, for a total of million pieces." Nvidia quickly learned through its own channels that Moore Technology's new additions to TSMC of order quantity.

"It's such a big deal. Where do they get the confidence?" Huang Renxun patted his head:

"Our total annual sales of consumer graphics cards in mainland China are just over 70 million. He dares to sell million for an S? There are also million AI cards and dual-purpose cards. Isn't this crazy? ?”

"This does not include the S30. This model has a lower production process and is produced in mainland China. We have not obtained relevant order data at the moment." The assistant said this carefully.

The S70 is a gaming card. If all 500 million orders can be successfully sold, NVIDIA's share of the consumer card market in mainland China will be cut in half.

As for AI…

Thinking of AI, even Huang Renxun became a little silent, feeling quite unsure of what to do - he experienced the whisper system and personal work assistant.

What should I say about that feeling? He himself had the feeling that he would not want to switch back to Windows if he wanted to use it for a long time. But a lot of subordinates were watching at the time, so he had to uninstall them reluctantly!

At that moment, he even felt empty in his heart, as if he would soon be unable to keep up with the times and be eliminated by the times!

He himself feels this way, let alone other unrelated people?

And this is definitely not a hardware problem. No matter how the Moore thread graphics card is, it is derived from NVIDIA's technical route, and there is essentially no difference.

Anything that Moore's graphics cards can do, Nvidia's graphics cards can certainly do, and even perform better.

And all of this can be attributed to a company called Juaner Intelligent Technology. Their "can hear clearly, can do it!" is not an empty talk. Anyone who has experienced the whisper system knows that this is completely true. When put into practice, even more can be accomplished than what is said!

Even Huang Renxun has to admit at this time that as long as there are no problems with the cooperation with Juan Intelligence, there is definitely no need to worry about market sales of Moore Technology's AI training cards or game AI dual-purpose cards.

At this moment, he could only think in his heart that CUDA's deauthorization would cause them some trouble.

But in fact, Huang Renxun also knows very well that Juaner Intelligent Technology has already made such a powerful new AI model, so will he worry about a computing architecture? It’s impossible to think about it, there must have been something planned, maybe even almost ready!

On its own side, NVIDIA is still the strongest GPU design company in the world. The problem lies in the level of AI, which must be dealt with by AI companies - OpenAI? Microsoft?
"Have you contacted Microsoft? What are they doing now?" At this point, Huang Renxun also asked:
"Whisper is just a distribution of the Linux kernel. Don't let Windows do it. Then Nadella is really going to die!"

Microsoft may be more anxious than itself - the concept of its next-generation system has now been developed by others, it's surprising that they are not anxious!

……

Microsoft is indeed very irritated, and they have indeed received news about the Whispering system for a long time. Many people in the company have even experienced and verified it countless times.

"Compared to Whisper, our Windows Copilot is simply weak!"

Qiao Beifeng, the head of Windows business, spoke unceremoniously about his upcoming products:
"Let the music player recommend a playlist suitable for work, say a bunch of words and then ask Copilot to change a system setting, or drag the PPT directly into the sidebar and ask the AI ​​to summarize it. What kind of mentally retarded functions are these? ah!"

Obviously at the internal meeting a week ago, he proudly summed it up like this:

“We officially released Copilot in October, and it has already started running on 7500 million devices around the world. The efficiency has increased by %, and the results are remarkable. This means that our plan to drive PCs with AI has been successful.

“The [AI moment] of Windows, the world’s first PC operating system that integrates artificial intelligence functions, has been deeply rooted in the hearts of the people.”

But just a week later, the situation was completely reversed. A whispering system appeared out of nowhere and directly confused them. "Why are you so depressed? Cheer up!"

Microsoft CEO Satya Nadella also looked solemn. He had already resigned a Windows business director last year, and this one was also hit hard: "That's just Linux!"

"Linux?" Qiao Beifeng shook his head: "They encapsulated the Linux command line into an AI call module. Users can operate all page configurations with just one sentence. Does this function sound familiar?

"You can hear it clearly and you can do it. Do you feel a sense of intimacy when you listen to it? Do you agree with this logic in your heart?

"Can I not be familiar with it? Can I disagree? This is the core function of the Windows UI Agent in our next-generation operating system - to execute natural language commands, listen to what the user says, and help the user do it!"

I can't blame Qiao Beifeng for being discouraged. The core function that he had been working on for nearly a year was developed by an unknown small company and put into a Linux distribution!

What's more important is that they can't be beaten.

You know what you are doing. In this next version, it is okay to do some basic work. For example, it is no problem to use the Agent intelligence to extract text from a Word document, describe images, write and then send emails.

This can also be done based on the contents of the user's clipboard and monitoring the current screen and selecting the appropriate app that should be opened at that moment.

But what about whispers? It can not only select the appropriate software, but also directly analyze what to do after opening the software, and even do it directly!

The complicated operation process can be learned once you operate it, and you can leave all future work to it.

Are you telling me this is AI? It’s almost as if the AI ​​has become sophisticated!
It is not completely impossible to achieve this, but the technologies involved are overwhelming - screen recognition and analysis, efficient classification and execution of data, intelligent judgment and decision-making, and so on.

Microsoft has similar planning and research. The Asia Research Institute has established a DKI group. DKI is a synthesis of data, knowledge and intelligence.

They specialize in data analysis, display interaction, and allowing data to be efficiently understood and classified for execution.

But it was a research institute, in a laboratory, and the research was at least a five-year plan!
As for now, Qiao Beifeng spread his hands and expressed that he was helpless. I couldn't do it anyway.

"Huh..." Nadella took a long breath. He could understand Qiao Beifeng, because he had also experienced the whisper system. Once you have used it, it is not easy to deny it.

“We still have a moat of professional software and 73% of global users – these user habits will not be easily changed. More importantly, we also have OpenAI, an all-powerful company.

“Whisper System is powerful, but behind its power, we all know that their company is very small, with less than a hundred people today. How can such a team have strong R&D capabilities?

"They may be proud for a while, but long-term sustainability is impossible!" Nadella continued: "And we also have a giant helper-OpenAI!

"Next, we will directly work with them to make the next version of Windows, analyze all the current concepts of the Whisper system, and let OpenAI conduct in-depth analysis and high-intensity training, so that the AI ​​capabilities can be regained immediately.

"The rest is a stalemate. How can a start-up company compare with us in terms of longevity?"

After a short pause, Nadella gave his own arrangements:
"I will negotiate for the OpenAI working group to join the Windows project. You can work together to ensure that the next version of Windows is at least not inferior to others in terms of intelligence!"

"Yeah." OpenAI is a leader in artificial intelligence. With their cooperation, Qiao Beifeng still has some confidence.

(End of this chapter)