The key to keeping the data flywheel turning

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Rina7RS
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Joined: Mon Dec 23, 2024 3:42 am

The key to keeping the data flywheel turning

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Is to develop appropriate software and hardware to meet user needs.

In the second half of this year, the commercialization track of "AI+application" has once again attracted attention. USlisted companies in different tracks, such as Applovin, Shopify, and Palantir, have benefited from the business explosion brought by AI, and their stock prices have continued to strengthen.

China is also focusing on the development of AI applications. Although uk phone number list ByteDance started late, it has caught up with the competition. Currently, Doubao’s DAU is close to 9 million, with a growth rate of more than 15%, ranking second in the world. Not only has it launched a variety of application combinations, it has also invested in AI hardware and actively sought Cend scenarios. Other Internet giants such as Baidu and Xiaomi have also begun to invest in the development of AR glasses.



Ola Friend; official website

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Is AI penetration rate about to cross the chasm?

Institutions predict that Nvidia GPU currently has a market share of about 80% in the inference market, but as customized ASIC chips continue to emerge from large technology companies, this proportion is expected to drop to around 50% in 2028.

However, the rise of ASIC does not mean the decline of GPU. These two technologies are likely to coexist for a long time, providing the best solutions for different demand scenarios.
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