AI算力需求涌向模型推理，国产芯片站上竞技台了

Core Insights - The Chinese data center accelerator card market is experiencing a significant shift, with domestic computing power expected to exceed 40% in the first half of 2024, up from approximately 30% last year [1][2] - NVIDIA's CEO highlighted the ongoing AI investment trend, indicating that the demand for AI computing power is evolving, particularly with the rise of inference chips [1][8] - The introduction of DeepSeek has led to a notable increase in the demand for inference chips, which are expected to constitute over 57.6% of the market by 2024 [8][11] Market Dynamics - The construction of data centers is accelerating, with a projected 97.3% year-on-year growth in China's accelerated computing server market in 2024 [4] - The number of successful bids for intelligent computing centers in China has increased significantly, indicating a robust demand for computing resources [4] - Universities and enterprises are increasingly seeking computing power, with many opting for cloud solutions or purchasing their own computing cards [5][6] Technological Shifts - The demand for inference capabilities is reshaping the chip composition in the market, allowing domestic chips to gain traction as they are suitable for inference tasks [11][12] - The performance requirements for inference chips are lower, enabling a broader range of domestic chips to compete effectively against NVIDIA [10][11] - Companies like Tencent are adapting to the changing landscape by increasing their focus on inference needs, indicating a shift in AI application strategies [9][13] Competitive Landscape - NVIDIA's market share in China's data center accelerator card market has decreased from 95% to around 65.2%, while domestic chip manufacturers are gaining ground [11][13] - The introduction of export controls on NVIDIA's chips has prompted the company to consider launching a new AI chip tailored for the Chinese market [13] - Domestic AI chip manufacturers, such as Cambricon, are beginning to report profitability, reflecting a positive trend in the domestic chip market [12]