AI算力新十年：技术革新、生态协同与商业闭环，共探「下一个寒武纪」之路丨GAIR 2025

Core Viewpoint - The article discusses the evolution of computing power as a fundamental infrastructure and explores the necessary technological paths, ecological strategies, and business logic to navigate through cycles and occupy the top of the future value chain [1][3]. Group 1: Current State and Future of Computing Power - The GAIR 2025 conference focuses on the core of intelligent systems—computing power, examining its architecture, ecosystem, tools, and industrialization for the next decade [2]. - The conference features discussions on the current state and future of domestic computing power, emphasizing the need for a unified approach to overcome existing challenges [6][10]. Group 2: Key Insights from Experts - Tang Zhimin, a prominent figure in the microelectronics field, emphasizes the importance of software-defined computing power to break through chip technology barriers and highlights the critical role of software ecology in the computing chip industry [4][6][8]. - Liu Fangming discusses the challenges faced by domestic large models, advocating for a shift from "barbaric growth" to a more systematic and open ecosystem [10][12]. - Li Xingyu from Suiruan Technology points out that the domestic computing power industry is entering a phase of elimination, where software ecology will be a key determinant of success [14][16]. Group 3: Technological Innovations and Trends - Wang Hua from Moore Threads highlights the necessity of large-scale clusters for training large models, presenting data that shows significant reductions in training time with increased cluster size [19][21]. - Luo Yi from Yuntian Lifei predicts a pivotal shift in AI chip consumption from training to inference by 2025, driven by the explosive demand for inference capabilities [25][27]. - Zhao Zhanxiang from IO Capital discusses the need for diverse technological paths in the face of export controls, emphasizing the importance of system-level architecture and process innovation [30][32]. Group 4: Future Directions and Industry Consensus - The article concludes with a call for continued exploration and innovation in the computing power ecosystem, emphasizing the importance of collaboration among academia, industry, and investment sectors to shape the future landscape [35][39].