AI 推理规模化研究.docxVIP

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SemiconductorsPractice

ScalingAIinference

InferenceisreshapingAIeconomics,infrastructurearchitectures,andinvestmentprioritiesacrossthesemiconductorecosystem.

October2026

120gigawatts29AItraining29AIinference42Non-AI2026

120

gigawatts

29

AItraining

29

AIinference

42

Non-AI

2026

AIbuild-outhaspassedathreshold.Foryears,alargeshareofcomputeresourcesweredevotedto

training,drivenbyacceleratorscarcity,frontiermodelraces,andtheneedtoassembleincreasinglylarge

clusters—oftenthousandstotensofthousandsofgraphicsprocessingunits(GPUs)—totrainth

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