杀疯了！9万亿元！

Core Insights - 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 compound annual growth rate (CAGR) of 31.9% [1][3] - The generative AI market is anticipated to grow at a CAGR of 56.3%, reaching $607.1 billion by 2029, accounting for 48.1% of the total AI market investment [3] - OpenAI has announced a massive $1 trillion investment plan to expand its computing infrastructure, marking a shift from model-driven to compute-driven strategies [5][6] Investment Growth - 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 [3] - The AI software services market in the APeJC region is projected to experience a staggering 94% year-on-year increase [4] Cloud Adoption - In 2024, public cloud services are expected to account for 75% of the AI platform market in the APeJC region, driven by strong security features and compliance support from cloud service providers [4] OpenAI's Expansion - OpenAI's investment plan includes the construction of large-scale computing centers across multiple locations in the U.S. and overseas, aiming to create the world's largest AI supercomputing center [6][7] - A partnership with Nvidia worth $100 billion has been established to ensure efficient hardware supply for OpenAI's computing needs [7] - OpenAI is collaborating with Oracle and SoftBank to build five new AI data centers in the U.S., enhancing its existing infrastructure [7]