华为董事陶景文：国产算力基本能够解决美国卡脖子问题，我们在大模型竞争力上不输美国【附AI算力行业市场分析】

Core Insights - The rapid development of artificial intelligence (AI) in China, particularly in large models, has become a global focus, with 478 large AI models released by Q1 2024, second only to the United States [2] - The maturity of China's large model industry is evident in its comprehensive research and development system, which includes theoretical methods, algorithm frameworks, and hardware-software collaboration [4] - The construction of self-built computing power is crucial for the core competitiveness of large language models, with China's computing power scale reaching 180 EFlops in 2022, a 28.6% year-on-year increase, ranking second globally [4] Industry Development - The demand for computing power in AI services is increasing, and there is a need to effectively utilize existing supercomputing and intelligent computing centers to avoid resource waste [5] - The establishment of an AI infrastructure system should not overly emphasize integrated layouts but should support diverse developments under national policy guidance [5] - The use of large models to create specialized models can achieve high precision with low energy consumption, highlighting the importance of strategic planning and division of labor in AI computing power services [5]