Development Status and Prospects of the Generative AI Large Model Industry in 2023
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The initial implementation of AI large model technology is accelerating the advancement of intelligent connected technology, which will further propel the development of intelligent connected vehicles. In recent years, many Chinese automotive companies have heavily invested in AI large models, achieving capabilities such as text generation, multimodal perception, and intelligent driving data generation, covering parameters in the scale of tens to hundreds of billions.
With the explosive popularity of generative AI large models like ChatGPT, GPT-4, and BARD, competition among cloud service providers around generative AI has intensified. Domestic cloud service providers such as Baidu, Alibaba, JD.com, and 360 have also announced dense updates on AI large model technologies and ChatGPT-like project plans.
In fact, in the massive wave triggered by ChatGPT, cloud computing plays a crucial role. For example, the training of ChatGPT's model requires vast amounts of data and computational resources, and cloud computing provides a robust technical foundation for model development and operation. This is likely why many cloud providers worldwide are choosing to follow the trend of generative AI large models.
Amazon Web Services has also launched a generative AI cloud hosting service called Amazon Bedrock, allowing users to access pre-trained foundational models from AI startups like AI21Labs, Anthropic, and Stability AI via APIs. It also offers exclusive access to Amazon Titan FMs, a series of foundational models developed by Amazon Web Services.
In the first half of 2023, the global AI sector recorded 1,387 financing deals, raising $25.5 billion, with an average financing amount of $26.05 million. The global AI industry is projected to reach $150 billion by 2030, with a compound annual growth rate of approximately 40% in the coming years.
The number of AI companies worldwide is rapidly increasing. In 2022, the global AI market size was estimated at $19.78 billion and is expected to reach $159.103 billion by 2030.
Generative AI large models are accelerating improvements in labor and productivity. In 2023, generative AI will significantly impact areas with lower automation potential. Previously, it was thought that automation could not be replaced, but this is not the case. In the era of generative AI, productivity can be dramatically enhanced. The use of generative AI amplifies the impact on decision-making and collaborative work, while new application scenarios expand the scope of productivity.
Under the influence of multimodal generative AI large models, the industrialization of humanoid robots is expected to accelerate. The world is entering a new phase of technological emergence, with AI and humanoid robots reaching critical development points. Overseas humanoid robot R&D continues to iterate, while the domestic humanoid robot industry is rapidly developing, with leading companies like Xiaomi, Ubtech, CloudMinds, Dreame, Unitree, Zhiyuan, IX, and Bosi emerging.
Generative AI large models may significantly boost productivity and create new job opportunities. However, the key lies in organizational change and adaptation, emphasizing employee training to implement generative AI in new structures, which requires leadership and transformation.
The development status of China's generative AI large model industry has been analyzed by a professional research team, compiling and analyzing various market data. Reports on the generative AI large model industry can help investors assess the market's current state, predict industry prospects, identify investment value, and provide recommendations on investment strategies and marketing approaches.
The analysis covers the internal and external environment of China's industry, the development status of generative AI large models, industrial chain conditions, market supply and demand, competitive landscape, benchmark companies, trends, opportunities, risks, development strategies, and investment recommendations.