GEP：2025人工智能巨头供应链战略重构的必要性研究报告（英文版）（17页）.pdf

1、Why AI Hyperscalers Need to Recode Their Supply Chain StrategyWHY AI HYPERSCALERS NEED TO RECODE THEIR SUPPLY CHAIN STRATEGY2The AI industry has spent the past few years engaged in a high-stakes infrastructure arms race one defined by billion-dollar bets,rapid technological leaps,and an unrelenting

2、demand for computational power.The companies that can build the fastest,most powerful AI systems have long believed they will emerge as the industrys dominant players.And until recently,that belief seemed indisputable.Venture capital poured in.Tech giants doubled down.Governments got involved.The$50

3、0 billion Stargate Project in the U.S,an unprecedented investment in AI infrastructure,made it clear that the race to scale AI isnt just about private competitionit was about national strategy.The fundamental equation seemed simple:Maximize Raw PerformanceThe sheercomputational muscle needed to trai

4、n ever-larger AImodels.Maximize Deployment SpeedThe ability to scalenew models at an industrial pace.To sustain this,an immense,highly specialized,and rigid physical supply chain emergedwhat insiders now call the“Supply Chain of AI”.This infrastructure isnt just about silicon chips or cloud storage;

5、its a sprawling ecosystem of data centers,power generation,fiber optic networks,and high-performance cooling systems,all working in tandem to sustain AIs insatiable appetite for compute power.But as 2025 unfolds,the assumptions underpinning this strategy are beginning to crack.Two new imperatives ar

6、e reshaping the industrys approach to AI infrastructure:AgilityThe ability to pivot instantly in response tonew breakthroughs,regulatory shifts,orunexpected constraints.Cost EfficiencyEnsuring that AI inference(the execution of AI models at scale)can remaineconomically viable,rather than a black hol