Lazard2024年人工智能基础设施40强榜单AI时代基础设施市场关键趋势与投资潜力英文版45页

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 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: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 essential AI infrastructure is fundamental to realizing this potential: “infrastructure is destiny”