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Author: Admin | 2025-04-27
As we approach 2025, the AI landscape continues to evolve, with significant advancements in infrastructure and compute capabilities. Ben Bajarin, a renowned tech industry analyst, has shared his insights into the future of AI infrastructure and compute, highlighting key trends and predictions that will shape the industry in the coming years. In this article, we will explore these predictions and their implications for investors and tech enthusiasts alike.1. GPU vs. Custom ASIC Competitive LandscapeBen Bajarin predicts that while custom ASICs demonstrate meaningful cost-performance advantages, particularly in inference scenarios, the implications for market share are more complex than raw performance metrics might suggest. This nuanced competitive landscape will impact AI infrastructure investment decisions in 2025 by encouraging balanced investments in both GPUs and ASICs, supporting ASIC startups, optimizing AI workloads, diversifying AI hardware providers, and emphasizing energy efficiency.", "query_type": "intusstock"}, "renderBy": "rule", "show_type": "jgyBar3", "support_refresh": true, "uuid": "c65f2729d052d2ed", "title_config": {"config": {"display": true, "display2": false, "txt_style": 0, "url": ""}, "data": {"h1": "AI Market Cap", "h2": ""}, "show_type": "title1"}}], "global": {"query": " GPU Market Share in AI Infrastructure 2025", "query_type": "intusstock"}, "page": {"layout": {"layout_data": "[{"children": [{"uuid": "c65f2729d052d2ed", "children": [], "showType": ""}], "showType": "container2", "uuid": "45a90558-13dc-40e8-b4f6-19d209b8c690"}]"}, "render_for": "aigc"}, "query_condition": {"model_condition": null, "uuids": ["45a90558-13dc-40e8-b4f6-19d209b8c690", "c65f2729d052d2ed"], "domain": "intusstock", "query": " GPU Market Share in AI Infrastructure 2025"}, "model_condition": null, "model": null, "data_config": {"model_sql": "[{"chunk":"gpu market share in ai infrastructure 2025","condition":"[{\\"source\\":\\"iwc\\",\\"nodeId\\":\\"0\\",\\"children\\":[],\\"node_type\\":\\"op\\",\\"sonSize\\":2,\\"uiText\\":\\"stock code include ai infrastructure;2025's market cap\\",\\"chunkedResult\\":\\"gpu market share in ai infrastructure 2025\\",\\"opName\\":\\"and\\",\\"opPropertyMap\\":{},\\"opPropertiesMap\\":{},\\"opProperty\\":\\"\\"},{\\"source\\":\\"iwc\\",\\"nodeId\\":\\"1\\",\\"parentId\\":\\"0\\",\\"type\\":\\"\\",\\"domain\\":\\"\\",\\"node_type\\":\\"index\\",\\"sonSize\\":0,\\"uiText\\":\\"stock code include ai infrastructure\\",\\"indexName\\":\\"stock code\\",\\"indexPropertiesMap\\":{\\"\u5305\u542b\\":\\"ENT(ai infrastructure)\\"},\\"valueType\\":\\"\\",\\"dateText\\":\\"\\",\\"indexProperties\\":[]},{\\"source\\":\\"iwc\\",\\"nodeId\\":\\"2\\",\\"parentId\\":\\"0\\",\\"type\\":\\"\\",\\"domain\\":\\"\\",\\"node_type\\":\\"index\\",\\"sonSize\\":0,\\"uiText\\":\\"2025's market cap\\",\\"indexName\\":\\"market cap\\",\\"indexPropertiesMap\\":{\\"\u65f6\u95f4\\":\\"2025\\"},\\"valueType\\":\\"\\",\\"dateText\\":\\"\\",\\"indexProperties\\":[]}]","domain":"intusstock"}]", "data_ext_params": {"merge_repeat": false, "expand_index": false,
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