服务器OS迎来智能化升级时代，AI如何“for system”？丨ToB产业观察

Core Insights - The impact of AI on server operating systems is mutual, necessitating advancements in both AI applications and operating systems to support them effectively [2][3] Group 1: Market Trends and Predictions - The global AI server market is projected to exceed $120 billion by 2025, indicating a significant shift in the role of operating systems from passive tools to active power management centers [3] - The demand for heterogeneous computing is reshaping the foundational logic of server operating systems, requiring compatibility with various hardware types such as CPU, GPU, DPU, FPGA, and ASIC [3][4] Group 2: Technical Challenges - Server operating systems face several challenges, including the need for full architecture compatibility and dynamic resource scheduling to support AI model training [3][4] - Performance bottlenecks and cluster stability are critical issues, particularly with the training of trillion-parameter models that require terabyte-level memory and face cumulative failure rates in large clusters [3][4] Group 3: Evolution of Operating Systems - Operating systems are evolving from simple tools to intelligent agents capable of smart resource allocation and management [4][5] - Two main technical directions are emerging: one involves using large models to create operating system kernels, while the other focuses on upgrading existing kernels through intelligent adaptations [4][5] Group 4: Data Privacy and Security - AI applications in sensitive fields like healthcare and finance demand stringent data privacy and security measures, prompting operating systems to enhance their security frameworks [5][6] Group 5: Ecosystem Integration - The fragmentation of software and hardware ecosystems poses significant challenges for server operating systems, necessitating improved compatibility and optimization across diverse computing resources [5][6] - The establishment of alliances, such as the Longxi Intelligent Computing Infrastructure Alliance, aims to enhance compatibility and collaboration among AI chip manufacturers, server vendors, and operating system developers [9][10] Group 6: Future Directions - The future of server operating systems lies in their ability to integrate AI capabilities, transforming them into intelligent operational assistants that can preemptively address issues and enhance system stability [8][9] - The concept of AI-native operating systems is gaining traction, requiring a reconfiguration of existing systems to better support AI environments [6][7]