2024中国大模型发展要素洞察报告：语料、算力、电力研究

Group 1 - The report highlights the driving factors for the development of the large model industry, including technological advancements and production factor constraints [2][3][4] - It discusses the evolution of AI technologies and their impact on various sectors, emphasizing the importance of computational power and data availability [5][6][7] - The report outlines the growth trajectory of AI applications across industries such as healthcare, finance, education, and e-commerce, projecting significant market expansion [10][12][11] Group 2 - The analysis indicates a compound annual growth rate (CAGR) of 47.5% for the intelligent computing scale in China from 2022 to 2026, reflecting a robust demand for AI capabilities [23][24] - It provides a detailed overview of the AI hardware landscape, including GPUs, CPUs, and specialized processors, which are essential for supporting AI workloads [26][20] - The report emphasizes the increasing integration of AI in various sectors, with a focus on enhancing operational efficiency and driving innovation [9][15][16]