2024年人工智能生成预测（英）

2024 generative AI predictionsCreated using Dall-E 32Unleash the generative AI revolutionDive into a treasure trove of generative AI companies, investors, and market insights. Elevate your decisions with exclusive software buyer interviews to understand product pricing, CSAT, and post-deployment experience.CB Insights – Your Gateway to Generative AISign up for access3Your always on AI-Driven Research AnalystDo less searching, get more answersJoin the waitlist for early access4Generative AI infrastructure Power-hungry AI data centers proliferate 5 Data scarcity drives search for new sources 12Nvidia’s frenemies: Chip rivalries grow amid GPU shortage 17 Bad actors target language models 22 MLOps consolidates 27Foundation models Multimodal AI becomes table stakes 32 Enterprises do more with pocket-sized models 37Open-source mounts a challenge to closed LLMs 43 Beyond transformers: New architectures challenge status quo 48 Human-machine interactions AI girlfriends kill human romance 55 Lonely Gen Z befriends AI 61The next iPhone: AI’s hardware revolution 67 Autonomous agents: From hype to somewhat useful 74Generative AI applications Copilots drive massive white-collar productivity gains 79 AI vs. AI: GenAI fuels new wave of attack and defense 87GenAI takes over journalism 94 Beyond stills: Video generation makes strides 100A genAI graveyard follows frenzy 104Predictions12345Power-hungry AI data centers proliferateGenerative AI infrastructure6Nvidia’s high-end chips will consume the same amount of energy as a small nation in 2024Source: CB Insights estimates, assuming 3M H100s are operational in 2024 (based on 2024 sales estimate from Nvidia and Q3’23 sales estimate from Omdia Research) at 75% of max power; electricity consumption of countries and US homes based on 2021 EIA dataGenerative AI infrastructure13,797GWh13,000GWh13,000GWh11,000GWh10,632GWhNvidia H100 chipsGeorgiaGuatemalaCosta Rica1M US homesH100 ChipsGeorgiaGuatemalaCosta Rica1M US homesAnnual electricity consumption7Legacy data centers are not ready for thisSource: CyrusOne, CB Insights — Earnings transcript analytics (date reflects quarter call occurred)Generative AI infrastructure300kW/rack10 kW/rack $0M$50M$100M$150M$200M$250M$300M$350MLegacy data centersAI data centerData center rack densities“It’s estimated that 80% of the data center power will… be consumed by AI over the next 15 years. So, at the end of the day, access to power is a key differentiator.” DigitalBridge Group CEO Marc Ganzi, Q2’23 earnings call8There is massive demand for high-power AI data centersSource: CB Insights — Earnings transcripts analytics (date reflects quarter call occurred)Generative AI infrastructureMentions of AI and data center tech skyrocket on earnings calls9Big money is going into enabling tech like liquid coolingSource: CB Insights company profiles — CoolIT Systems, JetCool, CoolTeraGenerative AI infrastructureHigh-power and high-heat AI data centers will drive up demand for cooling technologiesBac