机构预测：中国生成式AI相关网络硬件支出将从2023年的65亿元增加到2028年的330亿元

Core Insights - The rapid adoption of artificial intelligence (AI) across various sectors is enhancing efficiency and innovation in both business decision-making and personal digital assistance [1] - The demand for AI is significantly increasing the consumption of tokens in China, with a projected daily usage growth of nearly 10 times by the second half of 2024 [1] Group 1: AI Adoption and Impact - AI applications are being integrated into various industries to improve operational efficiency and user experience [1] - The total token consumption for public cloud large models in China is expected to reach 114.2 trillion tokens in 2024, excluding usage from overseas MaaS platforms [1] Group 2: Infrastructure Challenges - The surge in token usage is creating new demands on digital infrastructure, particularly in data centers, where communication energy consumption is rising [1] - The traditional upgrade logic of "compute first, then network" is becoming obsolete, necessitating a shift in network planning to accommodate high bandwidth, reliability, and low energy consumption [1] Group 3: Market Projections - The shipment volume of high-end Ethernet ports (≥200G) in China is projected to exceed 6 million in 2024, with a compound annual growth rate (CAGR) of 45.6%, reaching over 43 million by 2029 [1] - Spending on network hardware related to generative AI in China is forecasted to grow from 6.5 billion yuan in 2023 to 33 billion yuan by 2028, with a CAGR of 38.5% [1]