Epoch AI：AI 芯片算力年增 3.4 倍

自2024年初以来，每季度售出的AI芯片算力每年增长2.5倍。这低于2023年约6倍的水平，当时主要由Nvidia彼时新推出的H100 GPU带动。 一些证据表明增速进一步放缓。但季度销售数据波动较大，而且我们的数据截止之时，Nvidia恰好开始出货其下一代芯片——从历史来看，这一举动往往会引发销售激增。这可能只是两代产品之间的间歇期。 有关该分析的更多细节，请访问我们的网站：https://t.co/rcxMLsJpcS 这来自我们的AI芯片销售数据集，该数据集利用财务报告、公司披露等信息，估算各类芯片的算力、功耗和支出：https://t.co/t5f7LRClAI

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The computing power of AI chips sold each quarter has grown 2.5× per year since the start of 2024. That’s down from roughly 6× in 2023, led by Nvidia’s then-new H100 GPU. Some evidence suggests growth slowed further. But quarterly sales are noisy, and our data ends just as Nvidia begins shipping its next-generation chips, a move that has historically spiked sales. This could be a lull between generations. See our website for more details on the analysis: https://t.co/rcxMLsJpcS This is from our AI chip sales dataset, which uses financial reports, company disclosures, and more to estimate compute, power usage, and spending for a wide variety of chips: https://t.co/t5f7LRClAI