垂直创新与水平创新：塑造和扩展人工智能基础设施的未来.pdf

1、Vertical vs.Horizontal Innovations:Shaping and Scaling the Future of AI InfrastructureAcctonAI CLUSTERSJun ShiCEO/AcctonVertical vs.Horizontal Innovations:Shaping and Scaling the Future of AI InfrastructureDisclaimersThe information presented herein is based solely on publicly available sources and

2、our best understanding at the time of compilation.While we strive for accuracy and clarity,we make no guarantees regarding completeness or correctness.We do not accept any liability for decisions made based on this content,and readers are encouraged to verify details independently.All vendor names,t

3、rademarks,and logos mentioned are used strictly for illustrative and discussion purposes.Their inclusion does not imply any affiliation,endorsement,bias,or obligation.This content reflects a personal perspective and is intended for informational use only.It does not represent any official position,l

4、egal advice,or binding commitment,nor does it imply any conflict of interest.Vertical vs.Horizontal innovation in innovation hype cycleVSVertical InnovationSpecialization&standardizedEcosystem participationFair share of value chainHorizontal InnovationDeepenBroadenInnovation TriggerPeak of Inflated

5、ExpectationsTrough of DisillusionmentSlope of EnlightenmentPlateau of ProductivityVertical innovationVertical-ledIntegratedDisaggregated-Integration vs.DisaggregationHorizontal GainsHorizontal maturesRe-bundling through platform integrationAI cluster hype cycle and evolution Innovation TriggerPeak o

6、f Inflated ExpectationsTrough of DisillusionmentSlope of EnlightenmentPlateau of ProductivityVertical innovationVertical-ledHorizontal GainsHorizontal matures Re-bundling through platform integrationcustom ASICService FrameworkNVLINK Fusion+Note:Commercial view excluding HyperscalersHorizontal innov