Industry | AI inference chips

The ultimate goal is not to produce large models, but to showcase their practical value in various industries is the ultimate pursuit.

The foundation layer is the foundation, and the application layer is the height

The artificial intelligence industry chain is mainly divided into three levels: foundation layer, technology layer, and application layer.

The basic layer includes AI chips, intelligent sensors, and cloud computing, providing data and computing power support for artificial intelligence.

In the early stages of the AI industry, the proportion of basic level enterprises was the highest, reaching 83%, while technology level and application level enterprises accounted for 5% and 12% respectively.

The foundation layer is like the foundation of an artificial intelligence building, while the application layer determines the height of the building.

At the application level, smart terminals such as intelligent robots and drones have great potential, and there are also many opportunities in fields such as smart cities and smart healthcare.

According to data from Zhuosi Consulting, the global AI chip market is expected to reach $96 billion in 2022 and $308.9 billion in 2027, while the Chinese AI market is expected to reach $115 billion in 2027.

In addition, IDC data shows that by 2025, the number of chips used for artificial intelligence inference workloads will reach 60.8%.

The AI big model will eventually move from production to application

The big model is like a super intelligent chef, it has changed the traditional way of cooking, allowing us to taste various delicacies faster, better, and more flexibly.

However, from a commercial perspective, it still needs to face the challenges of implementing AI applications.

In the past few years, many AI companies have been following suit, searching for the secret to landing AI like exploring a thorny path.

They found that for many diversified and fragmented scenarios, edge computing is like a key to open the door to the commercialization of AI landing applications.

The advanced AI technology of large models needs to be applied to specific businesses in order to fully realize its value.

Now, the big model has become a new trend of AI. Many manufacturers have put forward the idea of [big industry model] [the first mock examination for each line] when trying to commercialize, that is, to use the big model to solve the business pain points in these fragmented scenarios.

From this point of view, edge computing, a powerful assistant known for flexible scheduling, will become an important part of the future large-scale model widely implemented in various scenarios.

The AI reasoning chips that provide computing power for edge computing will also usher in a market expansion opportunity in this process.

Just like a grand party is about to start, edge computing and AI reasoning chips will shine in this party.

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