【英文】ARK报告：5年10倍的科技投资机会（112页）

英文研究报告 2021年02月09日 06:20 管理员

Please note, companies that ARK believes are capitalizing on disruptive innovation and developing technologies to displace older technologies or create new markets may not in fact do so. ARK aims to educate investors and seeks to size the potential investment opportunity, noting that risks and uncertainties may impact our projections and research models. Investors should use the content presented for informational purposes only, and be aware of market risk, disruptive innovation risk, regulatory risk, and risks related to certain innovation areas. Please read risk disclosure carefully.

As AI training cost grows from $1 to $100 million per project, specialized processors such as GPUs or TPUs will account for a majority of the incremental growth. • ARK estimates that data center spending on AI processors will scale more than four-fold during the next five years, from $5 billion a year today to $22 billion in 2025. • The upcoming “deployment phase” for deep learning will democratize access to AI, benefitting not only large internet companies but also every industry in the economy.