At the 2023 Artificial Intelligence Computing Conference (AICC) held on the 29th, IDC and Inspur Information jointly released the "2023-2024 Chinese Intelligent Computing Power Development Assessment Report". The report predicts that the market size of Chinese artificial intelligent servers will reach 9.1 billion US dollars in 2023, a year-on-year increase of 825%, which will reach $13.4 billion in 2027, with a compound annual growth rate of 218%。
It is reported that this is the sixth release of the report since 2018. According to the report, AI is accelerating its transition from perceptual intelligence to generative intelligence, and the demand for AI computing power is also growing rapidly. The report predicts that the compound annual growth rate of China's intelligent computing power scale will reach 33 from 2022 to 20279%, and the compound annual growth rate of general computing power is 166%。The global AI hardware market (server) will grow from $19.5 billion in 2022 to $34.7 billion in 2026, at a compound annual growth rate of 173%；Among them, the share of the server market for running generative AI in the overall AI server market will increase from 119% to 31 in 20267%。
According to the report, Chinese companies are generally more receptive to generative AI. According to the survey, 67% of Chinese companies have begun to explore the application opportunities of generative AI in their enterprises or have already begun to invest in related funds. Chinese companies, in particular, recognize the value of generative AI in accelerating decision-making, improving efficiency, and optimizing user and employee experiences, and will continue to increase their investment over the next three yearsHowever, at the same time, enterprises need to face the pressure brought about by the shortage of computing and storage resources, the availability of large industry models to be improved, and the high input cost.
The report pointed out that Chinese artificial intelligence technology is accelerating into the era of comprehensive application, and the top five industries in terms of industry penetration of artificial intelligence in 2023 are the Internet, telecommunications, finance and manufacturing, among which telecommunications jumped from fourth in the previous year to second. The report shows that in the past five years (2018-2022), Beijing, Hangzhou, Shanghai, Shenzhen, Guangzhou, Hefei, Suzhou, Chongqing and other cities have performed well in the field of artificial intelligence. Affected by the investment in generative artificial intelligence and intelligent computing centers, the 2023 Chinese artificial smart city evaluation ranking has changed, with Beijing still ranking first, Hangzhou and Shenzhen ranking second and third respectively. In addition, the top 10 cities are Shanghai, Suzhou, Guangzhou, Jinan, Hefei, Chongqing and Chengdu.
*:Technology**.