AI Computing Power demand continues to rise, cloud vendors accelerate布局

Large technology companies are accelerating their deployment in the AI field. The latest financial reports from companies such as Microsoft, Google, and Meta show that AI is driving rapid growth in cloud computing, advertising, search, and other businesses. Leading cloud providers are engaged in a "arms race" for Computing Power, making it difficult to reduce capital expenditure in the short term. Industry insiders expect that the supply and demand balance for AI Computing Power may not be achieved until 2030.

The market expects to see more "grounded" AI applications that can truly enhance productivity or convenience in life. This year has seen highlights such as OpenAI Sora and the domestic large model Kimi, and in the future, GPT, Gemini, and Llama will continue to be updated. The road to AGI still requires time, and it will take time to incubate AI applications that truly change society.

Current attention should be paid to "high cost-performance Computing Power". The decrease in unit Computing Power cost is a necessary condition for entering the AGI era. Although leading cloud vendors have the strength to invest on a large scale, long-tail enterprises require more cost-effective Computing Power. From GPUs, network devices to cooling, the industry is actively exploring cost reduction solutions.

Looking ahead, the demand for AI Computing Power will continue to rise, and cloud providers are accelerating their布局. High cost-performance Computing Power will be a focus, expected to drive the emergence of more innovative AI applications. Overall, the AI field is still in its early stages of development, and all parties are actively布局 this strategic direction.