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中网投董事长吴海:国家队投资基金如何挖掘真成长AI公司?


  澎湃新闻:作为卡脖子关键环节,人工智能芯片是当前产业热点,但也充斥着泡沫。国内人工智能芯片背后真正的困境是什么?中网投如何看待该领域的投资现状?
  吴海:
  人工智能芯片爆发叠加了两方面有利因素,一是人工智能算力的不断提升、大规模场景的逐步落地;二是产能紧缺及产业链安全保障。以上两方面都要求有更好的硬件和芯片架构,在计算效率、能耗比等方面得到进一步提升。AI芯片产业是人才、资金、技术高度密集的细分领域,投入高、周期长、风险高。一方面,要让芯片开发能够应对算法多样化和快速演进的挑战,形成云端训练、云端推理、终端推理系列产品,且适应视频、语音、搜索推荐等不同类型应用需求,另一方面,国外巨头通过软硬件一体化占据云端市场的垄断地位,短时间内难以撼动,芯片� ....

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