算力告急！“缺口”风暴下，国产AI芯片如何突围

Core Insights - The announcement from Beijing Zhiyuan Huazhang Technology Co., Ltd. highlights a significant increase in user demand for AI models, leading to a temporary strain on computing resources, reflecting a broader trend in the AI industry [1] - The AI chip market in China is projected to exceed 1 trillion yuan by 2028, accounting for approximately 30% of the global market, emphasizing the need for high-quality, domestically controlled AI computing power to seize opportunities in the AI sector [1] Group 1: Current State of Computing Power - There is a pronounced supply-demand imbalance in computing power, particularly in China, which is more evident than in the global context [3] - Foreign companies dominate the global AI computing power market, holding nearly 70% of the market share in China by 2024, creating a substantial self-sufficiency gap for domestic production [4] - The self-sufficiency rate of AI GPUs in China has increased from less than 10% in 2020 to approximately 34% in 2024, with expectations to reach around 82% by 2027 [4] Group 2: Causes of Supply-Demand Imbalance - The supply of computing resources in China faces multiple constraints, including limitations on high-end chip imports and performance gaps between domestic and international GPU products [5] - The fragmentation of computing resources among service providers leads to low utilization rates, exacerbating the supply-demand mismatch [5] - The rapid deployment of AI applications across various industries has resulted in over 13,000 projects and more than 30,000 smart factories, significantly increasing the demand for computing power [5] Group 3: Solutions to Computing Power Challenges - To address the computing power challenges, it is essential to maximize the potential of domestic computing resources and promote their application [6] - The Chinese government has been actively implementing policies to enhance computing power development, including optimizing infrastructure and improving service levels [6] - Collaboration among stakeholders in the computing power ecosystem is crucial for achieving deep integration of models, applications, and computing resources, which will enable China to gain a competitive edge in the global AI landscape [7]