World's First Comprehensive AI Regulation May Emerge, Potentially Spurring a Trillion-Yuan Cybersecurity Market
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According to reports from Tencent Technology and others, the European Parliament is scheduled to vote on the Artificial Intelligence Act on March 13. If passed, this bill will become the world's first comprehensive regulatory framework in the field of artificial intelligence.
According to the "2024 AI Security Report" released by Qi An Xin, malicious use of AI technology will grow rapidly, posing serious threats to political security, cybersecurity, physical security, and military security. In 2023, AI-based deepfake fraud surged by 3000%, and AI-driven phishing emails increased by 1000%. Multiple state-backed APT groups have already used AI to carry out over a dozen cyberattacks.
With the gradual rollout of Sora, CITIC Securities also noted that the difficulty for the public to create high-quality videos using AI will further decrease. Consequently, the misuse of AIGC to generate harmful or false text, images, and videos poses new security risks to individuals, organizations, and society.
The report highlights that China's AIGC market is expected to reach 1,149.1 billion yuan by 2030. In IT investments, security spending typically accounts for 5%-10% or more. Due to the unique nature of large AI models, AI security will span the entire process—from data annotation and model training to content generation and application development—requiring a higher proportion of investment. Assuming AI regulation accounts for 5%-10% of the entire industry chain, China's AIGC regulatory market is projected to reach 57.5-114.9 billion yuan by 2030.
AI Security Industry Policy Environment
The policy environment for the AI security industry is continuously evolving and improving to address the growing applications of AI technology and the security challenges they bring. Below is a brief analysis of the policy environment for the AI security industry: National-level strategic support: The development of the AI security industry has received clear support from national development strategies. This includes strong promotion by multiple departments such as the National Development and Reform Commission, the Digital and Information Communication Specialized Committee, and the Ministry of Information Industry. These departments provide robust policy guarantees for the AI security industry by strengthening industry resource integration and service capacity building, increasing technological development efforts, and guiding industry financing and investment.
Legal and regulatory improvements: With the widespread application of AI technology, related laws and regulations are continuously being refined. For example, Europe's GDPR, China's "Personal Privacy Data Protection Regulations," "Data Security Law of the People's Republic of China," and "Personal Information Protection Law (Draft)" all impose mandatory requirements on the AI security industry, providing legal basis and safeguards for its development. The introduction of these regulations not only standardizes the market order of the AI security industry but also enhances public trust in it.
Industry standards and specifications: To promote the healthy development of the AI security industry, relevant departments are actively formulating and improving related industry standards and specifications. These standards and specifications cover various aspects such as the research, development, application, and evaluation of AI security technologies, providing clear technical guidance and norms for the industry's development.
Privacy security as a new focus: Privacy security is a critical issue in the development of the AI security industry. As public awareness of privacy protection continues to grow, policymakers have begun to prioritize privacy security in the industry's development. In terms of privacy, technologies such as federated learning, differential privacy, secure multi-party computation, and data security-related technologies have become hot topics in academic and applied research. In summary, the policy environment for the AI security industry is continuously being optimized and improved, providing strong safeguards for the industry's healthy development. However, as AI technology continues to evolve and its applications broaden, the AI security industry still faces many challenges and opportunities. Therefore, policymakers need to remain vigilant about industry dynamics, promptly adjust and refine relevant policies, and drive the sustained and healthy growth of the AI security industry.
AI Security Industry Market Prospects Analysis
The market outlook for the AI security industry appears vast and promising. With the rapid development and widespread adoption of artificial intelligence technology, security concerns have become increasingly prominent, creating significant market demand for AI security solutions.
First, the AI security market is poised for rapid growth. According to relevant surveys and research, the AI security market is expected to achieve steady growth in the coming years. This is because more and more enterprises and organizations are recognizing the importance of AI security and are willing to invest more resources to ensure the safety of their AI applications.
Second, technological advancements in the AI security industry are also progressing. Driven by big data, cloud computing, the Internet of Things (IoT), and other technologies, AI security capabilities are continuously being enhanced and refined. These technologies provide the industry with abundant data resources and more powerful tools, enabling more effective prevention and control of security vulnerabilities. Moreover, the AI security industry benefits from sectoral support and policy incentives. Government agencies foster innovation and provide investment support, creating a favorable investment environment for the development of the AI security sector. Simultaneously, with the refinement of relevant regulations, the industry is becoming more standardized, providing robust safeguards for its healthy growth.
However, it's important to recognize the challenges facing the AI security industry. As cybercriminals employ increasingly cunning and complex tactics, the research, development, and application of AI security technologies must continuously innovate and upgrade. Additionally, competition within the industry is intensifying, requiring companies to consistently enhance their technical capabilities and service quality to maintain a competitive edge in the market.
In summary, while the market outlook for the AI security industry appears promising, it must continually address challenges and seize opportunities in practice. For investors and professionals, staying attuned to industry trends and technological developments is crucial for making informed decisions and strategic plans.