After the US AI company, Open AI launched the ChatGPT conversation model, it quickly spread around the world, drawing attention to AI.
AI development is an inevitable trend causing global competition even more fierce. The trend has been lasting from the beginning of this year to today. AI development accelerates the landing of related sub-industries, industry valuations improve and growth expectations are highlighted. From the past half year, with the continuous popularization of AI applications, the AI industry valuation improvement level in the first half of the year is better than the market average, further verifying the industry growth expectations brought about by the development of AI.
Artificial intelligence has become a high-growth track
The industry evaluation, the AI industry is expected to usher in the “iPhone” moment, AI history development of more than 70 years, is currently in a new round of industrial change high point. From the scale, the global AI industry is expected to reach $150 billion in 2030, with the next 8 years compound growth rate of about 40%, model, data and computing power is the three keys to the development of Artificial Intelligence.
Needless to say, AI big models have also become a must-have for tech companies, and the heat has not abated so far. Then people will have to ask, what stories will happen next in the AI field, and which technology directions will take the mainstream in the next decade?
As a witness of the times, standing in the present perspective to summarize and look ahead, in the face of everything we are experiencing, in the windy times, it is more important to listen to the voice of industry leaders, focus on the industry track with growth potential, and then concretely to the key business representatives, where there may be a clear outline and direction.
Giants perform actively, competing to enter the game
Microsoft founder Bill Gates has publicly stated that the emergence of ChatGPT is no less significant than the birth of the Internet and personal computers, and that artificial intelligence is revolutionary and a major technology. At present, Microsoft has launched the Bing search engine and Edge browser integrated with ChatGPT, and office software Office 365 and Teams are fully connected to ChatGPT.
After Microsoft launched the artificial intelligence search engine Bing, Google also launched the next generation of AI dialogue system Bard, and said that the dialogue system will soon be integrated into Google’s search engine. Google CEO Pichai also called it “a companion to search”, the purpose is clear.
So far, Google’s latest revelation that the new Gemini model will combine into AlphaGo and the big language models is expected to cost tens of millions of dollars, if not hundreds of millions. Legend has it that the Gemini, which merges AlphaGo and the GPT-4-like big model, will merge the language functions of AlphaGo with those of the big models such as GPT-4, and the system’s problem-solving and planning capabilities will be greatly enhanced.
According to OpenAI CEO Sam Altman, GPT-5 is still some time away from release, and training will not begin for at least six months. Gemini, which is still under development, is also a large language model that processes text and is similar to GPT-4. Google DeepMind CEO Demis Hassabis is optimistic that Gemini will be combined with the technology used in AlphaGo, which will give the system new planning and problem-solving capabilities, we’ll see.
Not long ago, NVIDIA’s Jen-Hsun Huang delivered a keynote at COMPUTEX. During the presentation, NVIDIA and WPP announced the joint development of a content engine based on generative AI and the NVIDIA Omniverse platform. In response, Jen-Hsun Huang said, “Omniverse is a virtual world. In this virtual world that we have created, AI can learn how to create AI that is based on and benchmarked against physics.”
Jen-Hsun Huang added that NVIDIA has been driving innovation in graphics technology for 30 years and has been at the forefront of the AI revolution for nearly a decade. With expertise in both graphics and AI, NVIDIA is uniquely positioned to advance this new era of AI adoption.
The news comes after Amazon announced plans to revamp its voice assistant Alexa with ChatGPT technology to make it smarter, more fun, and more profitable. According to internal documents on the subject, Amazon CEO Andy Jesse has an ambitious goal to give Alexa more innovative features for entertainment, including more conversational video searches, personalized recommendations, and more interactive storytelling and news-reading capabilities.
Additionally, Amazon unveiled an arithmetic infrastructure based on its own AI training chip, Trainium, and inference chip, Inferentia2. Amazon says cloud servers with Trainium reduce the cost of large model training by 50 per cent, and up to 30,000 Trainium chips can be connected to provide an arithmetic cluster of more than 6 exaflops. On the inference side, Amazon says Inferentia2 is optimized for large model inference, improving the price/performance of inference by 40%.
At the Ali Cloud Summit in April, Ali Chief Technology Officer Zhou Jingren officially announced the launch of the large language model “Tongyi Qianwen”. According to him, Tongyi is a super large-scale language model, with multiple rounds of dialogue, copywriting, logical reasoning, multi-modal understanding, multilingual support and other functions.
Specifically in terms of applications, Tongyi can interact with humans for multiple rounds, also incorporates multi-modal knowledge understanding, has very strong copywriting capabilities, and can renew novels, write emails, etc. It can be said that in the track of artificial intelligence, Ali has taken a key step.
Driven by the great success of ChatGPT, Baidu announced that it would launch a ChatGPT-like project, the name of which was determined to be ERNIE Bot, which completed internal testing in March and was open to the public. At present, Baidu’s large language model ERNIE Bot App is on the Apple App Store, and users can download and install it for free.
ChatGPT-related technologies Baidu is said to have. Baidu has a full-stack layout in the four-layer architecture of artificial intelligence. Including the bottom layer of the chip, deep learning framework, large models and the top layer of applications such as search. Baidu has been working in the field of artificial intelligence for decades and has an industrial-grade knowledge-enhanced large model ERNIE, with cross-modal and cross-language deep semantic understanding and generation capabilities.
It is reported that WiMi Hologram Cloud (NASDAQ: WIMI) continues to benefit from the artificial intelligence track and is an AI technology company leading innovation. Currently, WIMI holographic focus on AI emerging technology areas, focusing on multi-modal large models, cross-modal AI generation technology, virtual human technology application for specific scenarios and other directions of technology research and development; it helps the company’s relevant products accelerate the development and implementation of various AI-related new functions and breakthroughs in AIGC-related core technologies.
Standing at a new starting point, using keywords such as big model and AIGC, WiMi has since opened a new chapter of the AI track. In the coming years, WiMi will actively participate in the construction of AI industry ecology, and will promote the third wave of AI development around AI deep learning, especially in the fields of image recognition, speech recognition, optical field vision, autonomous driving and other innovative changes to contribute to the healthy and orderly development of AI industry ecology.
Conclusion
In the long run, AI will profoundly change the human-computer interaction mode, and the next decade will be a very important decade for technology innovation and the start of a new technology cycle. Therefore, driven by AI, the next decade will see industries including XR, robotics, autonomous driving, film and TV content enter an era of explosive change.
According to Kai-Fu Lee, founder of Innovation Works, working together to proactively respond to AI on a rainy day is the only way we can gradually develop a responsible and rigorous attitude in embracing technological advances in AI such as ChatGPT, so that AI can truly ” Tech for Good ” for the benefit of humanity. From the perspective of investment in the second half of the year, I suggest continuing to pay attention to technology companies that can build large AI models, as well as various AI companies that can provide AI model services for them.
