AI Industry

David Cahn, an analyst at Sequoia Capital, published a report that the AI industry bubble is intensifying, and the annual output value must exceed $600 billion to pay for AI infrastructure such as data centers and accelerated GPU cards. Nvidia's data center hardware revenue in 2023 will reach $47.5 billion (most of which is computing GPUs for AI and HPC applications). In addition, AWS, Google, Meta, Microsoft and other companies will also invest in AI in 2023...

According to the Nikkei, the Ministry of Economy, Trade and Industry of Japan will provide subsidies totaling 72.5 billion yen (currently about 3.4 billion yuan) to five Japanese companies to build artificial intelligence supercomputers, aiming to reduce technological dependence on the United States. The report pointed out that from the perspective of economic security, the development of AI is crucial, and high-performance computers are also crucial for the development of AI and generative AI that require massive data learning. At the same time, Japan's computing infrastructure is very scarce. ▲ The Arm-based supercomputer jointly developed by RIKEN and Fujitsu...