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1、AI WHITE PAPERMEMORY&COMPUTING FOCUS VOL.1/2025AI AS THE SEMICONDUCTORS GROWTH ENGINENVIDIA AT THE CORE OF AI-DRIVEN SEMICONDUCTOR EXPANSIONThe launch of generative AI applications led by ChatGPT showcases the potential for super-powered artificial intelligence that is proving to be a game changer a

2、cross multiple sectors,from creative tasks like generating text,images,videos,and music,to strategic applications in defense,autonomous driving,medicine,and beyond.Cartoon animation,for instance,has traditionally had notoriously high barriers to entry,with costs far out of the reach of independent c

3、reatorsDisney and Universals last 10 biggest blockbusters cost around$1.7 million per minute.Generative AI breaks down these barriers as it provides opportunities for more animation studios to compete with the biggest players,which was previously almost inaccessible.And in programming,one of the mos

4、t sought-after highly specialized skills today,generative AI gives mid-level profiles the opportunity to acquire expert skillsoptimizing code snippets,finding the best database architecture,checking code security,and more.From a period of results-driven R&D,the industry is now entering an era of opt

5、imization and miniaturization,which is reducing model size but encouraging the proliferation of more models.The explosion in AI model complexity,training and workloads is increasing the need for specialized processors like GPUs,TPUs and custom silicon.Table of contentsEditoAIs memory and compute cha

6、llenge:the semiconductor race accelerates.For over 70 years,the semiconductor industry has been a story of relentless innovation,constantly adapting to new paradigms,navigating market shifts,and overcoming supply chain hurdles.Yet even by its own standards,the rise of generative AI has reshaped expe