Telecom layout "ChatGPT", such "enterprises" stand on the wind, or detonate a new round of hot spots?
Recently, the birth of "ChatGPT" quickly spread all over the world, and set off an uproar at home and abroad, and technology giants such as Microsoft and Google have laid out.
Not far behind, Baidu announced that its ChatGPT-like product "Wenxin Yiyan" will complete internal testing in March this year and open it to the public. Later, giants such as Ali Damo Academy, JD Cloud, and Tencent also released plans related to ChatGPT products.
In addition, Beijing has also taken the lead in saying that it wants to create a "big model against the standard".
Recently, there is news that domestic and foreign telecom operators are also actively deploying the ChatGPT field. For example, South Korean telecom operator SKT announced its AIGC layout at the earnings conference, including the first Korean ChatGPT product A. and various smart applications based on ChatGPT.
China Telecom, a domestic telecom operator, also announced that it has fully laid out the research and development of large-model technology and achieved phased results, and the industrial version of ChatGPT developed by the company has initially had the ability of article continuation, theme writing, synonym sentence generation, multiple rounds of dialogue and long text summary.
Why are telecom operators competing to deploy "ChatGPT"?
We all know that ChatGPT is an AI intelligent chatbot that can chat, write emails, write poems, write video scripts, and write code.
The reason why the function of ChatGPT is so powerful requires massive computing power, algorithms and data to support, and computing power, algorithms and data have also become the troika supporting ChatGPT. It is precisely the computing power, algorithms and data that are highly correlated with telecom operators, and telecom operators themselves have advantages that other enterprises do not have.
To sum up, telecom operators have at least two advantages over ChatGPT:
(1) AI model training requires a large amount of computing power and data, and telecom operators have rich data resources, which can provide rich data resources for AI model training.
(2) Telecom operators, with the characteristics of cloud-network integration, can fully realize the flexible scheduling of computing power resources.
These two advantages are also the two main reasons why domestic and foreign telecom operators actively deploy ChatGPT.
A-share companies or detonate a new round of hot spots?
Catalyzed by the layout of ChatGPT news by telecom operators, domestic telecom operators may become a new round of market hot themes. At present, domestic telecom operators mainly include the following:
1. China Telecom
China Telecom is the world's largest broadband Internet network operator, the company's IDC resources in China are the largest and most widely distributed, and is the largest IDC service provider in China. Recently, the company announced that it has fully laid out the research and development of large model technology and achieved phased results.
2. China Unicom
China Unicom is one of the three major telecom operators in China, and is the national team, main force and vanguard of the development of the digital economy. The company has the advantages of "cloud-network integration" in cloud computing, IDC and other fields, and will give full play to its network advantages to empower industrial Internet and other industry applications in the 5G period.
3. China Mobile
China Mobile is a telecom operator with the largest network scale and the largest number of customers in the world, and the company's mobile cloud market has achieved 10-fold growth in three years, becoming the largest dark horse in the cloud computing industry, and successfully building a number of industry cloud benchmarks such as government cloud, education cloud, and medical cloud.
Disclaimer: The above information is for reference only and does not constitute a decision recommendation that the stock market is risky, and investment needs to be cautious!