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Generative AI is a favorable policy for landing, and the five technology stocks in the United States are expected to break through and accelerate industry applications

author:Daily tech updates

At present, artificial intelligence has returned to the center of the stage, and technology companies have accelerated their entry into hot fields such as big models and generative artificial intelligence (AIGC), and their development direction and ecological construction have triggered in-depth thinking and practice in the industry.

Generative AI policy implementation

In the face of today's "generative AI", the Cyberspace Administration of China, together with the National Development and Reform Commission, the Ministry of Education, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Public Security, and the State Administration of Radio, Film and Television, announced the "Interim Measures for the Management of Generative Artificial Intelligence Services", which will come into force on August 15, 2023.

Generative AI is a favorable policy for landing, and the five technology stocks in the United States are expected to break through and accelerate industry applications

The Measures), covering technological development and governance, service regulation, supervision and inspection, and legal liability, clarify the scope of application, main principles, specific measures to promote the healthy development and standardized application of generative AI services, the rights and obligations of generative AI service providers and generative AI service users, and is the first special legislation for generative AI in the world.

The significance of generative artificial intelligence for human society is a milestone, which changes the basic productivity tools, changes the production relations of society, and promotes a qualitative breakthrough in the entire social productivity, which has a wide range of application prospects and development potential, and has irreplaceable value for the future human society.

Generative AI is a favorable policy for landing, and the five technology stocks in the United States are expected to break through and accelerate industry applications

Global consulting giant McKinsey released a report pointing out that if generative artificial intelligence is applied to various industries, it will bring $2.6 trillion to $4.4 trillion in annual growth to the global economy. There is no doubt that generative AI is leading a new wave of productivity, creating great value for the global economy and making substantial contributions to economic growth and sustainable development.

It has to be said that from the birth of ChatGPT to the introduction of the "Measures", only a short period of more than half a year has passed, which on the one hand shows that the rapid development speed and momentum of generative artificial intelligence have a profound and transformative impact on human society. More importantly, the development of emerging digital technologies represented by generative artificial intelligence, both the United States and China have gathered a large number of technology giants to follow up and join the global artificial intelligence boom triggered by ChatGPT.

From the perspective of opportunities, these giants have joined the competition in the field of artificial intelligence, which will have a huge impact on the era of large models, and the future is limitless.

Apple(AAPL.US)

According to Bloomberg News on the 19th, Apple is developing artificial intelligence tools, which may challenge the tools of OpenAI, Alphabet's Google and other companies, but the company has not yet developed a clear strategy for releasing the technology to consumers. According to people familiar with the matter, Apple is building a large-scale language model AI framework called "AJAX"; Apple has also created a chatbot service that some engineers refer to as "Apple GPT."

In the face of the tide of AI, Apple did not sit idly by: collecting data, making algorithms, recruiting talent, are all things the Apple team is doing. From the perspective of its recruitment regulations, Apple has long begun to build multimodal modeling, visual generative modeling, machine learning, active intelligent applications, etc., which are all popular AI directions. Apple's AI, software engineering and cloud services teams are currently collaborating on a number of cross-departmental AI proposals, which will also be the basis for Apple's AI capabilities in the future.

Generative AI is a favorable policy for landing, and the five technology stocks in the United States are expected to break through and accelerate industry applications

Where(META.US)

Beijing time on the morning of July 19, Meta announced this week that it will cooperate with major cloud computing service providers, including Microsoft, to put its AI large-language model Llama 2 into commercial applications. Llama 2 is the latest version of Meta's Open Source Large Language Model (LLM), which can be used to generate text, code, and images, with similar performance to ChatGPT GPT-3.5.

Meta says it doesn't charge for access or use of its larger models. At the same time, by opening up the technology to other companies, Meta can better improve as more developers use its large models, stress test large models, and expose problems. Through this initiative, Meta is also participating in the AI arms race like other tech giants. The company's CEO Mark Zuckerberg previously said that Meta's top priority is to integrate AI technology into all of the company's products and algorithms.

Baidu (BIDU.US)

Since 2019, Baidu has been deeply engaged in the research and development of pre-training models, and has successively released a series of knowledge-enhanced Wenxin models. Not long ago, Baidu officially released version 3.5 of Wenxin Big Model, further innovating in many core technologies such as basic models, knowledge enhancement, and retrieval enhancement, and the new version has significantly improved various capabilities. The IDC report pointed out that the overall competitiveness of Baidu's AI big model is at the leading level, with obvious advantages in model capabilities, tool platforms, ecological layout and industry coverage, and has entered the stage of commercial exploration in advance.

Baidu With the release of Wenxin Yiyan, a number of public evaluations show that Wenxin Yiyan supported by Wenxin Model 3.5 has outstanding ability Chinese, and even exceeds GPT-4; The comprehensive ability surpassed ChatGPT in the evaluation, far ahead of other large models. In addition, in terms of AIGC ecology, Baidu Wenxin has formed a trinity ecosystem of enterprise, education and community. According to the latest data, Baidu has a base of more than 7.5 million developers and 200,000 enterprise ecosystems, and carries out large-model talent training, enterprise empowerment, and developer operation at multiple levels. Baidu has also set up a 1 billion venture capital fund to encourage big model creativity and prosper the big model ecosystem.

Generative AI is a favorable policy for landing, and the five technology stocks in the United States are expected to break through and accelerate industry applications

WIMI Hologram(WIMI.US)

As the world's leading AI server manufacturer WIMI Hologram, thanks to the absolute technological leadership of the Internet era, it has far more technology and computing power resources than other enterprises, and it is born to have the upper hand in the AI era. At present, WIMI Hologram has a full-stack AI technology system, which continuously enriches AI services from the aspects of machine learning, large model services, and industrial intelligence, and drives the development and application of AI in thousands of industries through full-stack technology.

In the innovation of generative AI technology such as large models, large models have blossomed everywhere, driving up the demand for computing power. In this context, WIMI Hologram has also participated in the research and development of artificial intelligence chips when it innovates hardware, promotes AI, and builds industrial chains. Specially established WIMI Hologram R&D Center, the research and development direction includes the underlying computing power, network, storage, big data, AI framework, AI model and other complex technologies of systematic technology; At the same time, it will accelerate investment in the research and development of basic computing power, including full-stack technology cores such as AI vision, cloud computing, and edge computing. It can be said that WIMI Hologram is one of the few technology companies in the industry that has a deep layout and long-term accumulation in these fields, so it covers full-link AI development tools and big data services, and deeply supports the research and development of large models.

Alibaba (BABA.US)

Previously, Daniel Zhang, CEO of Alibaba Cloud Intelligent Group, said at the summit that all Alibaba products will be connected to the "Tongyi Qianwen" model in the future and undergo a comprehensive transformation, including Tmall, DingTalk, AutoNavi Map, Taobao, Youku, Hema and so on. For Alibaba, its leading large-model capabilities in China and numerous business segments allow Alibaba models to play a role in various fields.

In terms of Alibaba's e-commerce track, there are many application scenarios for large models. After Alibaba's transformation of Tongyi Qianwen, a smart customer service robot that can understand consumers' words and understand consumers' demands will also be launched, and will provide consumers with high-quality services based on a number of artificial intelligence technologies such as machine learning, big data, natural language processing, semantic analysis and understanding.

For Alibaba, as one of the largest business groups in China, with the blessing of Tongyi Qianwen, the improvement will not be limited to a certain business line or a certain direction, but will be a leap in overall strength.

Write at the end

ChatGPT, a large model developed by Open AI, became a phenomenal product that Bill Gates regarded as an innovative technology comparable to the Windows graphical interface, while Nvidia founder Jensen Huang said that it was now the "iPhone moment" of AI. Under the guidance of policy, the capabilities of generative AI are in the limelight in the new battlefield, and technology companies continue to take root and serve the real economy. In short, the wave of AI big models has opened a new era of generative AI, bringing all Internet vendors and technology companies back to the same running line.

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