赛富投资基金蒋驰华：中国智算云产业处于爆发前夜

Group 1 - The core viewpoint is that the global AI intelligent computing cloud industry is transitioning from technological exploration to a value explosion phase, driven by five key factors in China: breakthroughs in AI algorithms, data, hardware, cloud proliferation, and policy support [1] - Global AI infrastructure spending is projected to surge by 97% year-on-year to $47.4 billion in the first half of 2024, with 72% of AI server revenue coming from cloud services, indicating a trend towards promoting inclusive computing through cloud service models [1] - The "East Data West Computing" project in China has invested over 100 billion, establishing and constructing more than 100 data centers, which significantly lowers the barriers to accessing computing power [1] Group 2 - The AI infrastructure industry is experiencing rapid growth, creating a favorable environment for sustainable growth, with the intelligent computing cloud industry currently in the early stages of value explosion [1] - The launch of the new generation full-stack intelligent computing cloud platform, Alaya NeW Cloud 2.0, by DataCanvas, a unicorn company backed by Sequoia Capital, aims to provide intelligent computing infrastructure services for global AI research institutions and innovative enterprises [1] - Sequoia Capital is building an AI industry ecosystem that combines industrial collaboration and venture capital, with 九章云极 (Nine Chapters Cloud Extreme) as a core hub connecting demand and supply within the ecosystem [2]