The Bayeng government released a new chip export control measures a month ago. This more than 200 pages of files further expanded the scope of restrictions on high -performance chip exports, updated a series of technical standards, so that the United States hopes to curb countriesMore difficult to get these key technologies.
This adjustment is a microcosm of the global chip industry competition.It is worth noting that with the rapid development of artificial intelligence (AI), the demand for high -performance computing power is also growing sharply, and the two seem to accelerate simultaneously.In this context, Singapore needs to think deeply: when high performance calculation gradually becomes a key production factor and further transforms into the core competitiveness of the country, how should Singapore position itself and seize the opportunity?
The value of the Globalization High Computing Power Center
Under the framework of the free market, the distribution of computing power resources should originally follow the market law and conduct in the most economical and effective way.Theoretically, this distribution and configuration should be "optimal in the whole region".However, in the context of global chip competition, the government's control and intervention distorted market laws.Because the realization of high computing power depends on high -performance chips, and the exports of these chips are limited, even in areas with huge demand, it may not be able to establish an effective high computing power supply network.This leads to a certain extent overflow of high computing demand.
China Securities Fan Guo Sheng Securities has released a research report entitled how much computing power is needed for ChatGPT in February this year, pointing out that the GPT-3-level model, a single training cost of about 1.4 million US dollars (about 1.87 million yuan).A larger language model with a larger language model is between $ 2 million and $ 12 million.
According to public information statistics, the large models that are being developed and put into use as ChatGPT are not less than 50 in the world.In 120.In addition, there are more small scale, mainly used for AI models in other vertical fields such as super computing, biomedicine, and life technology.Because there is no exact data, industry insiders estimate that the number of such models worldwide is tens of thousands of.According to estimates, the annual training expenses of AI models will not be less than $ 20 billion to US $ 30 billion.What's more important is that the continuous iteration upgrade has caused this cost to be stable and continuous.
AI model training requires computing power, composition power comes from high -performance chips.These AI model products that are being developed or put into use and are constantly iterated are distributed in areas restricted by chip control measures.After the high -performance chip is limited, computing power is also limited, and it is difficult to meet the possibility of continuously increasing training needs, which may induce training needs overflow.If Singapore can get a share from it, the value is stable and huge.
AI leads a new round of technology explosion, the computing power will become the "upstream resources" in the global economic cycle.If Singapore can seize the opportunity and become a regional and even global computing power center, it will occupy an important position in regional and global high -tech industry chains.This can not only attract more international investment in the fields of technology and R & D, but also help enhance the influence of the country. It is especially helpful to strengthen the strength of scientific and technological competition in Asia, and to establish regional leadership.This is mainly reflected in three aspects: First, in the process of formulating global economic rules, there is greater right to speak; second, once it becomes a global computing power center, Singapore's security is the security of the global industrial chain.Great protection; 3. Global stable computing power needs will provide stable employment opportunities for Singapore.
From a geopolitical perspective, Singapore is regarded as "important partners" through trade globalization and maintaining good relations with important economies such as the United States. Therefore, the acquisition of high computing chips is not limited.Singapore's legal system is sound, the level of rule of law and work efficiency is higher, and the implementation of governance measures is also obvious.Once the high computing center is used as a national policy, the government's resource and work efficiency can be higher than the effect that can be achieved by other Asian countries.
In addition, Singapore has a more open and tolerant and diversified cultural tradition.In the past, in the process of maritime trade and contemporary globalization, Singapore's roles were all providers of high -level trade services.This makes local ideology less, and advanced and excellent cultures can quickly integrate and develop locally to form a unique and open and inclusive cultural gene.The International High Computing Power Center is consistent with the highly global chip industry chain. It requires production factors, talents, and customers' global flow and configuration. The diversified cultural genes are conducive to these elements to quickly integrate into the local culture.
What should the government do?
The high -performance center relying on the stable supply of high -performance chips. Under the current international pattern, the Singapore government's actions have a significant impact.On the one hand, a large number of purchasing high -performance chips require huge amounts of funds, and the simple market raising funds requires a certain process and is uncertain.The government leads or government capital intervention provides necessary help, which is conducive to the rapid achievement.At present, some countries such as Japan, South Korea, India and other countries have begun to contracted the business of AI model training in other countries, but there is no government coordinating.In other words, under the political system of these countries, the government cannot coordinate, resulting in slow development.If Singapore can play the advantages of the political system, the government will be coordinated or supported by the government, and it will have a competitive advantage.
On the other hand, the chip is increasingly tied to international politics, and the supply of stable high -performance chips requires stable diplomatic relations and international order as protection.This can only be borne by the government.
Of course, there should be a sober understanding of Singapore's unfavorable conditions.For example, high computing power usually has high demand for electricity, and how to ensure the protection in terms of energy is worth thinking about in advance.You can first conduct a preliminary investigation of the energy prices of neighboring countries, fully demonstrate the possibility of introducing cheap electricity from neighboring countries, and through in -depth communication, try to establish a reasonable benefit distribution mechanism to ensure the power supply of high computing power center.
Since the founding of Singapore, it has always been a global beneficiary. When a new round of technological revolution is brewing, the regional and international computing power centers are a feasible choice.EssenceThis is an important choice.
