New Opportunities in the AI Era: Global Computing Power Continues to Increase

Automation and artificial intelligence are rapidly transforming various industries. Recent financial reports from several tech giants show that AI is becoming a new driving force for performance growth. Companies like Microsoft and Google are seeing continuous increases in cloud computing revenue and overall profit margins, while AI is also driving growth in traditional businesses such as advertising and search.

In order to maintain a lead in the fierce AI competition, leading cloud providers are making significant investments to expand Computing Power. It is estimated that the supply and demand for AI Computing Power may not reach equilibrium until around 2030. Currently, we have already seen impressive AI applications like OpenAI Sora, and there will be more innovations in the future. However, the road to AGI is still long, and it may take a considerable amount of time to develop AI applications that truly change society.

In addition to pursuing high performance, how to reduce the unit Computing Power cost is also an important topic. Looking back at the mobile internet era, the decrease in traffic costs has given rise to numerous innovative applications. Similarly, more affordable and accessible AI Computing Power will provide a solid foundation for future AI applications. Currently, from GPUs to networking equipment and cooling systems, the entire industry chain is striving to improve the cost-effectiveness of Computing Power.

Looking ahead, AI will bring new development opportunities to multiple industries such as communications and semiconductors. However, it is also important to note that there are uncertainties regarding the speed of AI development and the growth of Computing Power demand, and market competition is becoming increasingly fierce. Companies need to continuously monitor technological progress and grasp industry trends in order to seize opportunities in the wave of AI.