Qian Zhan Wang·2025-04-22 07:44Core Insights - The global multimodal large model industry has evolved through distinct phases, from early exploration (1956-2005) to rapid growth (2006-2019), the rise of large models (2020-2022), and now into a phase of widespread application starting in 2023 [1] Market Size and Growth - The global AI hardware market, particularly for servers, is projected to grow from $19.5 billion in 2022 to $34.7 billion by 2026, with a compound annual growth rate (CAGR) of 17.3% [3][4] - The market for servers specifically used for generative AI is expected to increase its share from 11.9% in 2023 to 31.7% by 2026 [4] Computational Demand - The demand for computational power in AI is increasing, with models like ChatGPT requiring significant resources; for instance, the GPT-3 model needs 1,750 billion parameters and consumes 3,640 PF-days of computational power [5] - A tenfold increase in model parameters can lead to more than a tenfold increase in computational requirements, influenced by model architecture and hardware capabilities [5] Large Model Market Dynamics - The global large model market is experiencing rapid growth, with an estimated size of $21 billion in 2023 and a projected increase to $28 billion in 2024, reflecting a year-on-year growth of 33% [7] Competitive Landscape - According to the SuperCLUE benchmark report, GPT-4o leads the global model rankings with a score of 81, while six Chinese models have surpassed GPT-4-Turbo-0409, indicating a strong competitive presence in the market [10]