Computing power and power providers
Tian Qi, chief scientist of HUAWEI CLOUD artificial intelligence, pointed out that the cost of developing and training large-scale models is as high as 12 million US dollars, the computing power infrastructure has typical high energy consumption and high power consumption characteristics, and the power consumption of the AIGC industry is also considerable, which is expected to exceed the power consumption of the Bitcoin mining industry in 1.6-3 years.
In terms of domestic enterprises, Zhongheng Electric, Oulutong, Power Source, etc. have laid out server power supply related businesses.
Among them, Zhongheng Electric can provide HVDC power products and solutions for data center construction, and has carried out relevant business cooperation with customers in Internet, operators and financial industries such as Alibaba, Tencent, Baidu, China Telecom, China Mobile and Bank of China.
Eurocom's server power products can be applied to edge computing servers and artificial intelligence servers, storage, switches, 5G micro base stations, etc. in data centers, and have become power suppliers of many leading enterprises.
In addition, the power source said last year that the company's high-voltage DC products can directly convert 380V alternating current or 10kV alternating current into 240V direct current to power the server, the system efficiency is higher than the traditional UPS, greatly reducing the loss of energy, the system adopts modular design, stronger reliability and higher stability.
Algorithm direction
On the international side, Nvidia has begun bringing its own AI supercomputer products to market, wanting to enable customers to run the algorithms assembled by the company on their own terms. Google has also introduced an AI-optimized TensorFlow processor that uses low-power chips that save more power than servers from other vendors and enable faster model training.
Businesses to watch
Google, as the world's largest search engine and Internet advertising company, Google has been investing a lot of money and human resources in the field of AI, and has made important progress in natural language processing, image recognition, machine learning and other fields.
Amazon, as one of the world's largest e-commerce companies, Amazon also has an important layout in the field of AI. For example, Amazon launched the smart speaker Echo and enabled human-computer interaction through the Alexa voice assistant.
Apple, as a world-renowned technology company, Apple also has an important layout in the field of AI. For example, Apple launched the Siri voice assistant and implemented functions such as face recognition through technologies such as Face ID.
Facebook, one of the world's largest social media companies, has also invested heavily in AI. For example, Facebook launched its natural language processing platform Wit.ai and enabled features such as automatic translation through artificial intelligence technology.
The arrival of AI has become a trend, and actively participating in it is the best way to find opportunities.