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1、CONFIDENTIALTable of ContentsLAZARD VGB AI INFRA 40I.EXECUTIVE SUMMARY3II.LAZARD VGB AI INFRA 40 LIST4III.REPORT SCOPE AND METHODOLOGY6IV.KEY MARKET TRENDS6V.SEGMENTATION OF AI INFRASTRUCTURE14VI.APPENDIX I:COMPANY PROFILES21VII.APPENDIX II:REFERENCES42I.Executive SummaryLAZARD VGB AI INFRA 40We are

2、 delighted to introduce the Lazard VGB AI Infra 40 list which showcases a selection of some of the most exciting growth-stage AI infrastructure companies we have identified through hundreds of discussions with CEOs and investors.4 key market trends emerged through our research and company interviews

3、:This report looks at AI infrastructure as a space for potential investments at the growth stage.McKinsey1 estimates that while up to US$25.6 trillion p.a.in economic value could be added to the global economy by Generative Artificial Intelligence(GenAI)and its applications,the build-out of essentia

4、l AI infrastructure is fundamental to realizing this potential:“infrastructure is destiny”,as one OpenAI executive recently put it.2 The current phase of AI infrastructure growth is however being hampered by a series of stark shortages:of hardware(GPUs and other AI chips),of sustainable energy sourc

5、es,of high-quality training data and of talent.We believe that technologists from many companies including our VGB AI Infra 40 list are aiming to respond with innovative rethinking of hardware,software,data and tooling stacks,increasingly led by AI use cases,including the growing need for edge compu

6、te.Rethinking the Stack for the AI AgeThe optimal architectures of hardware,software and associated tooling appear to be shifting significantly for the AI Era and technical efficiency.Architectures will likely become increasingly driven by AI use-case(e.g.,specialized for edge compute)and flexible(a