杀疯了，9万亿元

Group 1: Global AI Investment Overview - The global AI IT investment is projected to reach $315.9 billion in 2024 and is expected to grow to $1.2619 trillion by 2029, with a five-year compound annual growth rate (CAGR) of 31.9% [1][2] - The generative AI market is anticipated to have a CAGR of 56.3%, reaching $607.1 billion by 2029, accounting for 48.1% of the total AI market investment [2] Group 2: Regional Insights - The AI platform market in the Asia-Pacific region (excluding Japan and China) is expected to see a significant year-on-year growth of 67% in 2024, surpassing $2.2 billion [2] - All three sub-markets in the APeJC region are projected to achieve double-digit growth, with the AI software services market experiencing a remarkable 94% year-on-year increase [2] Group 3: Cloud Adoption Trends - Public cloud is expected to account for 75% of the AI platform market in the APeJC region in 2024, reflecting a 94% year-on-year growth [3] - The growth is driven by strong security features, strict data governance, compliance support, and rapid scalability offered by cloud service providers [3] Group 4: OpenAI's Infrastructure Expansion - OpenAI has announced a massive $1 trillion investment plan to expand its computing power, marking a strategic shift from model-driven to compute-driven approaches [4] - This plan includes the construction of large-scale computing centers across multiple locations in the U.S. and overseas, setting a historical high for global AI infrastructure investment [4] - OpenAI has formed a $100 billion partnership with Nvidia to secure high-performance computing hardware, addressing supply concerns and ensuring financial sustainability for future infrastructure projects [4][5] Group 5: Specific Projects and Developments - The first computing center in Texas, part of OpenAI's expansion plan, is under construction and is expected to achieve over 13 times the company's original computing capacity [5] - This infrastructure initiative aims to create a formidable computing barrier to support the development of next-generation models like the GPT series, further solidifying OpenAI's leadership in the global AI sector [5]