Air Street资本-2024年AI现状报告（EN）(202410)【下（共两册）】.pdfVIP

STATEOFAIREPORT.

October10,2024

NathanBenaich

AIRSTREETCAPITAL.

stateof.ai

Introduction|Research|Industry|Politics|Safety|Predictions#stateofai|85

Section2:Industry

stateof.ai2024

Introduction|Research|Industry|Politics|Safety|Predictions#stateofai|86

NVIDIAbecomestheworld’smostpowerfulcompany…

AmidgrowingdemandforitshardwaretopowerdemandinggenAIworkloads,everymajorlabdependson

NVIDIAforitshardware.Itsmarketcaphit$3TinJune,onlythethirdUScompanytoreachthismilestone

(followingMicrosoftandApple).FollowingblowoutearningsinQ2,itspositionlooksasunassailableasever.

ChatGPT

launches

stateof.ai2024

Introduction|Research|Industry|Politics|Safety|Predictions#stateofai|87

…anditsambitionsareonlygrowing

NVIDIAhasalreadybookedsignificantpre-salesonitsnewBlackwellfamilyofGPUsandismakingastrongplay

forgovernments.

●ThenewBlackwellB200GPUandGB200SuperchippromisesignificantperformancegainovertheHopper

architectureofH100fame.NVIDIAclaimsitcanreducecostandenergyconsumption25xoveranH100.Ina

markofNVIDIA’spower,everymajorAIlabC