2024年中国数据中心加速卡市场中，34.6%是国产算力，市场研究机构预计今年上半年国产算力占比应该会超四成。 刚刚结束的COMPUTEX电脑展上，英伟达CEO黄仁勋笑着对听众说，"你（芯片）买得越多，赚得越多。"引来一阵笑声。 这句话的背景是，全球科技厂商在AI热潮下继续重金投入建设数据中心或算力中心。黄仁勋在演示文档上写着，英伟达正在驱动全球万亿美元级别的企业 AI IT投资。 数据中心建设热潮下，现在看来，AI算力需求的变化与年初一些业内人士预计的不太一样。DeepSeek对训练算力资源的节约，并未让整体算力需求减少。 不过，还有一个变化发生了，随着DeepSeek推动AI走向应用，用于推理的AI芯片占比正在升高。 市场研究机构IDC中国副总裁周震刚告诉第一财经记者，2024年中国数据中心加速卡中已有半数以上是推理卡，DeepSeek出现后，今年推理芯片占比预计还 会增加。 这种芯片结构变化，可能会对AI芯片市场造成深远影响，特别是在中国市场。推理环节对AI芯片性能等的要求较低，国产AI芯片也可以使用，在英伟达出 口受到限制的情况下，可能促成国内AI芯片的组成发生变化。 周震刚透露，去年国内数据中心加速 ...

Core Insights - The establishment of the Von Neumann Research Institute at Hong Kong University of Science and Technology (HKUST) reflects a growing trend among universities to create AI-related research institutes, with at least nine notable institutions in China having done so in the past year [1][4][6] - The research institute will focus on five key areas: embodied intelligence, generative AI, advanced supercomputing, AI-driven healthcare reform, and the development of intelligent robotics [2][4] - The institute aims to train over 100 PhD students and enhance collaboration between academia and industry [2][4] Summary by Sections Establishment of AI Institutes - HKUST's Von Neumann Research Institute is the latest addition to a wave of AI institutes established by universities, with at least nine notable institutions launching AI-related programs since April 2023 [1][4] - Other universities, including Tsinghua University and Shanghai Jiao Tong University, have also established AI institutes focusing on various aspects of artificial intelligence [4][6] Research Focus and Goals - The Von Neumann Research Institute will concentrate on integrating technologies such as embodied intelligence and generative AI, aiming for breakthroughs in key areas like multi-modal AI systems and trustworthy AI [2][4] - HKUST's goal is to accelerate the transformation of research outcomes into practical applications, particularly in critical fields [2][4] Industry Collaboration and Startup Ecosystem - The close relationship between academic research and the AI industry has led to the emergence of numerous startups, with many founders being university professors [6][9] - HKUST has a history of fostering startups, having incubated over 1,800 companies, including four unicorns, benefiting from its proximity to the Greater Bay Area [9] Characteristics of Hong Kong's AI Ecosystem - Hong Kong's research ecosystem is characterized by a decentralized approach, with many small but specialized companies emerging rather than large-scale projects [8] - The region's unique position allows for collaboration with nearby cities, enhancing the potential for startup growth [9]