Therefore, as the demand for cloud AI chips continues to grow, it will be the general trend that customized cloud AI chips replace general-purpose chips such as GPUs. In this track, Internet giants are expected to stand on the same starting line as traditional chip giants such as Intel, NVIDIA, and AMD, because the design of AI chips that support specific algorithms is not necessarily difficult. All in all, although the competition in the cloud AI chip market is bound to be fierce due to its centralized and unified characteristics, in the long run, the odds of winning for Internet giants will be greater.
And those who can beat the Internet giants can only be other Internet giants. 02 American Internet giants have entered the market one after another The market potential of cloud AI chips cannot be underestimated. From the perspective of market prospects, although cloud AI chips do not have as many application scenarios as terminal AI chips, as the combination of cloud computing and AI continues to deepen, and the collaboration between cloud and terminals continues to increase, the cloud AI chip market will explode.
The demand may not be inferior to the terminal AI chip too much. According to the forecast of a third-party agency, the global AI chip market size will reach 70 billion US dollars (about 450 billion yuan) in 2025. It is foreseeable that a large part of them must belong to cloud AI chips. The market prospect is so attractive, and the Internet giants have natural advantages. Of course, they will not give up this kind of meat.