AI Computing Power Shortage Expected to Last Until 2028

The shortage of AI computing power is expected to persist for the next 3 to 5 years. Wu Shun, founding partner of Mei Hua Venture Capital, stated at the 2026 Global Unicorn Summit held in Hong Kong on the 24th that the shortage of computing power will continue. He mentioned that ultra-node, computing power scheduling, and advanced packaging are key technologies to resolve the bottleneck. AI computing power refers to the computational resources needed for AI model training and service operation, with GPU, memory, network, power, and cooling equipment identified as bottlenecks. An ultra-node is a structure that connects multiple AI chips at high speed to function as a single large computing pool. Computing power scheduling is a technology that efficiently allocates limited resources, while advanced packaging is a technique that reduces data movement distance by placing semiconductors and memory close together. Wu Shun noted that the application of AI is shifting from consumer services to industrial applications, and that physical AI will create the greatest value. He added that China's alternative technology flow has entered stage 2.0. The 2026 Global Unicorn Summit will be held at the Hong Kong Convention and Exhibition Centre from the 24th to the 25th.

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