行业

Silicon Data 图表显示模型层商品化、算力需求全面上涨

源:https://t.co/YW6KDSJDvw

精选理由

Silicon Data 发了张 AI 经济分层图:模型层在商品化,算力需求却在猛涨。做模型还是做算力,看这张图心里有数。

Silicon Data 发布了一张被称为理解 AI 经济现状最重要参考的图表。图表指出模型层正走向商品化:非前沿模型已能满足日常使用需求,前沿模型之间竞争激烈。算力层则呈现总需求大幅上升,且需求来源与用途不限。整张图刻画了价值在模型层与算力层之间的重新分配。

原文 · AI Will

源:https://t.co/YW6KDSJDvw

源: x.com/silicondata/st… Silicon Data @Silicon_Data Allegedly “the most important chart” for understanding the current state of the AI economy. The model layer seems to be going through a period of commodification as non-frontier models saturate everyday use while frontier models compete fiercely. Compute layer sees massive increase in total demand for compute regardless of the source or use case. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 210 ⚡