SEPTEMBER 14TH Jen-Hsun HuangOn September 10, at Goldmanacopia + Technology Conference, the world was reaffirmed AI InfrastructureAnnual expenditure is projected to reach between $3 trillion and $4 trillion in 2030. In his view, the calculations were moving from retrieving existing information to producing answers in real time, slowing down the Jamour law and requiring integrated and synergistic design of chips, whole machines and data centres。
WONG IN-HOON STATED THAT THE SUPPLY CONSTRAINTS OF AI INFRASTRUCTURE WERE BOTH UPSTREAM AND DOWNSTREAM: ADVANCED SEALS, DRAM, LPDDR MEMORY, CONNECTORS, VOLTAGE REGULATORS AND CRYSTAL CIRCLES WERE UNDER PRESSURE, AND THERE WERE GAPS IN THE LAND, ELECTRICITY AND PLANT NEEDED FOR DATA CENTRES. WEEDA IS EXPANDING DELIVERY CHANNELS THROUGH CLOUD SERVICE PROVIDERS, OEM, THE SOVEREIGN AI PROJECT AND NEW CLOUD MANUFACTURERS, AND IS TRACKING PROGRESS IN THE CONSTRUCTION OF DATA CENTRE PROJECTS AT VARIOUS LOCATIONS。
WITH REGARD TO MARKET CHALLENGES TO THE INVESTMENT CLIENTS OF INWEIDA, WHICH MAY FORM “REVOLVING FINANCE”, WONG IN-HOON ARGUES THAT THE COMPANY INVESTS ONLY A SMALL PART OF THE PROJECT, AND THAT DECISIONS ARE BASED ON FIRM ORDERS AND ACTUAL DEMAND THAT THE CUSTOMER HAS ENTERED INTO. HE ALSO EXPECTS THAT PHYSICAL AI APPLICATIONS SUCH AS AUTOPILOT WILL MAKE SIGNIFICANT PROGRESS OVER THE NEXT TWO TO THREE YEARS。