这种增长趋势主要受到更大、更先进的人工智能系统和数据中心的推动，同时也得益于企业和政府越来越多地采用人工智能技术来提高效率。贝恩表示，需求增长如此之快，将给零部件供应链带来压力，包括运行这些服务所需的芯片。贝恩警告称，再加上地缘政治紧张局势，人工智能热潮可能引发半导体、个人电脑和智能手机短缺。Bain & Company predicts that as the rapid spread of artificial intelligence (AI) technology disrupts businesses and economies, the global market for artificial intelligence-related products is expanding and will reach 990 billion dollars by 2027.
The Zhitong Finance App learned that Bain Consulting predicts that with the rapid spread of artificial intelligence (AI) technology disrupts businesses and the economy, the global market for artificial intelligence-related products is expanding and will reach 990 billion US dollars by 2027.
The consulting firm said in its fifth annual “Global Technology Report” released on Wednesday that the artificial intelligence market, which includes related services and hardware, will grow 40% to 55% per year from last year's $185 billion. Bain said this will bring in revenue of 780 billion to 990 billion US dollars.
This growing trend is mainly driven by larger and more advanced artificial intelligence systems and data centers, as well as by enterprises and governments increasingly adopting artificial intelligence technology to improve efficiency. Bain said demand is growing so fast that it will put pressure on the parts supply chain, including the chips needed to run these services. Coupled with geopolitical tension, Bain warned that the AI boom could trigger shortages of semiconductors, personal computers, and smartphones.
Bain said that by 2026, demand for upstream chip components such as integrated circuit design and related intellectual property may increase by 30% or more, putting pressure on manufacturers. The report said that as capacity expands from the current 50-200 megawatts to more than 1,000 megawatts, the cost of large data centers is likely to jump from the current 1 billion to 4 billion US dollars to 10 billion to 25 billion US dollars within five years.
“These changes are expected to have a huge impact on the ecosystem that supports data centers, including infrastructure engineering, power production and cooling,” Bain said.
Bain said the company is moving beyond the experimental phase and is beginning to expand generative artificial intelligence in its business. The small language model, similar to the large language model of OpenAI's ChatGPT chatbot, but lightweight and efficient, may be favored by businesses and governments because of concerns about cost and data privacy.
Countries including Canada, France, India, Japan, and the United Arab Emirates are spending billions of dollars to subsidize the sovereign AI industry, investing in local computing infrastructure and artificial intelligence models created and trained on local data within their borders. But Anne Hoecker, head of Bain's global technology business, said that building a successful sovereign AI ecosystem is time-consuming and expensive.
