04/12/2024 - Soitec SA: Enabling Artificial Intelligence with Engineered Substrates - #2 Edition

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ENABLING ARTIFICIAL INTELLIGENCE WITH ENGINEERED SUBSTRATES

December 2024

"Artificial intelligence is a machine's ability to perform the cognitive functions we usually associate with human minds"

Source: McKinsey

1 AI FUNDAMENTALS

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© Soitec 2024. No copying or distribution permitted.

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ARTIFICIAL INTELLIGENCE IS TRANSFORMING OUR DAILY LIVES

Content

Virtual

Climate

Smart Mobility

Creation

Assistants

Research

Offering new tools for

Augmenting productivity

Helping to combat

Driving Automotive

content creators

in everyday tasks

climate change

Autonomy & Efficiency

Healthcare &

Wearables &

Security &

Industry

Lifesciences

Hearables

Privacy

4.0

Discovering new drugs &

Delivering personal aid

Enhancing threat

Accelerating automation

preventive treatments

to overcome disabilities

detection & prevention

& efficiency roadmaps

1 AI FUNDAMENTALS

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© Soitec 2024. No copying or distribution permitted.

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CHALLENGES FROM THE APPLICATIONS TO THE HARDWARE LAYERS

SOITEC TECHNOLOGY TO LEVERAGE CLOUD AI & EDGE AI NEW CHALLENGES

Architecture&

Smart

Image

ADAS/AD

SmartCity

Voice

Face

Real-time sound

Industry4.0

Infrastructure

assistants

generation

recognition

recognition

processing

Large Language Models

Domain-Specific Models

General purpose LLM and other models (such as

AI models trained on specific data to perform tasks

ChatGPT, DALL-E…) replicating human-like thinking

with greater precision (enterprise, professional

and decision-making processes

content creation, simulated data, etc.)

Hyperscale data centers and

Edge AI chips running optimized AI

enterprise servers powered by AI

models at low power for lower

accelerators running large models

complexity tasks

for highly complex tasks

Cloud AI

On-device

infrastructure

EdgeAI

Source: Qualcomm, Red Hat

1 AI FUNDAMENTALS

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© Soitec 2024. No copying or distribution permitted.

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ARTIFICIAL INTELLIGENCE

EXPONENTIAL GROWTH IN COMPUTING POWER

AI ACCELERATION

$10-15T

10x

+80%

POTENTIAL VALUE AT STAKE

DEVICESRUNNING

CHAT GPT USERS SINCEJAN'23

ARTIFICIAL INTELLIGENCE

AI IN2030

3.7B WEBSITE

~$10-15 TRILLION

21B IN 2030

VISITORS IN OCT'24

vs 1.8B TODAY

Healthcare diagnostic

Autonomous driving

Industry 4.0

Digital creation

Source: McKinsey, Transforma Insights, OpenAI; Center for a New American Society, NamePepper

Acceleration of Computing Power

GPT-4 estimated computing power

power

Hardware + Algorithmic

1E+33

improvements

Computingtraining (FLOPs)

1E+32

1,000,000 x GPT-4

1E+31

1E+30

Hardware

improvements only

1E+29

ModelAI

1E+28

1,000 x GPT-4

1E+27

1E+26

2022 2024 2026 2028 2030 2032 2034 2036 2038 2040 2042

1 AI FUNDAMENTALS

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© Soitec 2024. No copying or distribution permitted.

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Disclaimer

Soitec SA published this content on December 04, 2024, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on December 04, 2024 at 16:50:21.836.

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