AI Arithmetic Proliferation under ChatGPT's Demand

According to ARK Invest's prediction, the number of Chat GPT-4 parameters is up to 1,500 billion, and since there is a positive relationship between the number of parameters and the arithmetic demand, it can be deduced that the demand for GPT-4 arithmetic reaches up to 31,271 PFlop/s-day. With domestic and foreign vendors accelerating the layout of large models with hundreds of billions of parameters, the training demand is expected to grow further, and this is coupled with the rapid growth of reasoning demand driven by the application of large models to the ground. Application-driven reasoning demand for high-speed growth, together drive the arithmetic revolution and boost the AI server market and shipments of high-speed growth.