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IBM considers using its own AI chips in new cloud services [With analysis of global AI chip development prospects]

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2023-07-19 23:01:50817browse

IBM考虑在新的云服务中使用自家AI芯片【附全球AI 芯片发展前景分析】

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On July 12, IBM executive Mukesh Khare said that IBM is considering using its self-designed artificial intelligence chips to reduce the operating costs of newly launched cloud services. He said IBM is considering using a chip called the Artificial Intelligence Unit as part of its new "WatsonX" cloud service.

IBM hopes to use generative artificial intelligence technology to provide users with more convenient services, which can learn human text better than Watson, its first major artificial intelligence system launched more than a decade ago. and language programmes.

As the basic hardware of artificial intelligence, the demand for AI chips is accelerating. With the continuous development and application promotion of artificial intelligence technology, as well as the promotion of technological progress and policy support, the demand for AI chips will continue to grow and play an important role in promoting the development of the artificial intelligence industry.

AI chips are mainly divided into two categories: traditional chips and smart chips

In addition to traditional chips and smart chips, there is also an AI chip that is a brain-inspired bionic chip inspired by the biological brain. Traditional chips can cover the basic computing operations required at the bottom of artificial intelligence programs, but they cannot adapt to the rapid development of artificial intelligence technology and applications in terms of chip architecture and performance;

There are two types of smart chips, general and special, which are specially designed for use in the field of artificial intelligence. Among them, general-purpose smart chips are universal and flexible in the field of artificial intelligence; special-purpose smart chips are designed for specific application scenarios.

IBM考虑在新的云服务中使用自家AI芯片【附全球AI 芯片发展前景分析】

The scale of the global integrated circuit market fluctuates and rises, and AI chips are the new direction

According to statistics from the Global Semiconductor Trade Statistics Organization, the global integrated circuit market reached US$330.4 billion in 2019, a decline from 2018. With the deepening of industrial informatization and intelligence, the scale of the integrated circuit market will usher in a new upward trend, in which AI chips will become the mainstream technology direction leading industry growth.

IBM考虑在新的云服务中使用自家AI芯片【附全球AI 芯片发展前景分析】

The global AI chip market size in 2019 was US$11 billion. As artificial intelligence technology matures and digital infrastructure continues to improve, the commercial application of artificial intelligence will accelerate, driving the rapid growth of the AI ​​chip market. It is expected that the global artificial intelligence chip market will reach US$72.6 billion in 2025.

IBM考虑在新的云服务中使用自家AI芯片【附全球AI 芯片发展前景分析】

Qianzhan Industry Research Institute believes that the AI ​​chip industry will continue to grow rapidly in the next few years. With the development of artificial intelligence technology and the expansion of application scenarios, the demand for high-performance computing capabilities and AI chips capable of processing large-scale data will continue to increase. The growth of the market size will be further driven by the continuous advancement of AI chip technology, including performance improvements and cost reductions.

Foresight Economist APP Information Group

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