Core Insights - The AI intelligent computing market is transitioning from a "model dividend period" to an "application dividend period," becoming a core engine driving the global digital economy [4][31] - The global AI market is projected to reach $234 billion in 2024 and exceed $2.75 trillion by 2032, with a compound annual growth rate (CAGR) of 36.8% [4][31] - The global computing power landscape is accelerating, with a total scale of 2,207 EFLOPS expected in 2024, driven primarily by intelligent computing [5][32] Global AI Market Overview - The AI intelligent computing sector integrates artificial intelligence with high-performance computing, utilizing a triad of "computing power + algorithms + data" to support complex AI model training and inference [3][30] - The evolution of computing power architecture has led to efficient collaboration between cloud training, edge inference, and on-device execution, enhancing the practicality and adaptability of AI models [4][31] Computing Power Landscape - Global computing power is expected to reach 2,207 EFLOPS in 2024, with intelligent computing contributing 1,610 EFLOPS, marking a 63.8% year-on-year growth [5][32] - In China, the total computing power is projected to be 280 EFLOPS in 2024, with intelligent computing expected to reach 90 EFLOPS [6][33] Competitive Landscape - The AI intelligent computing industry in China has formed a comprehensive competitive landscape covering infrastructure, computing power services, and model applications [7][34] - Huawei leads the infrastructure layer with its Ascend chips, while telecom operators and cloud vendors dominate the computing power service layer [7][34] Industry Development Trends - The future of the AI intelligent computing industry will exhibit a "co-evolution" trend, focusing on efficient resource utilization through collaborative computing architectures [8][34] - The industry is shifting its focus from model performance to deep integration with the real economy, aiming to establish verifiable business loops in key sectors such as industry, finance, and healthcare [8][34]