云天励飞副总裁：AI芯片下一爆点在推理侧，广东应用场景领跑

Group 1 - The core focus of the AI industry is shifting from training to inference, emphasizing the need for practical applications and scenario construction [1] - The global AI inference market is projected to reach $150 billion by 2028, with a compound annual growth rate (CAGR) exceeding 40%, significantly higher than the 20% growth rate of the training market [1] - The company aims to become a leading player in China's AI inference chip market by providing cost-effective chips and services tailored to various application scenarios, targeting a cost reduction goal of "one cent per hundred billion tokens" within five years [1] Group 2 - Domestic AI chip companies face challenges in advanced manufacturing processes compared to foreign counterparts, particularly in the context of geopolitical tensions [2] - Guangdong province offers competitive advantages for AI development, including a robust manufacturing and service industry that provides natural application scenarios for AI technology [2] - Innovative policies in Guangdong, such as the issuance of "data vouchers," "computing power vouchers," and "model vouchers," are aimed at reducing costs and improving efficiency for AI enterprises [2]