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Microsoft, a partner and largest investor in artificial intelligence company OpenAI, invested $10 billion in OpenAI earlier last year. At the same time, in OpenAI's "palace fight", Microsoft was given a non-voting observer seat on the OpenAI board.
On April 22, according to foreign media Benzinga, Microsoft CEO Satya Nadella emphasized Microsoft's "key role" in the development of OpenAI in an interview. "OpenAI wouldn't exist without our early support. Today, they are an incredible company and we are proud to be a part of their journey. ”
Generative AI, represented by ChatGPT, is a hot topic in the field of artificial intelligence today. ChatGPT is a conversation generation system based on large-scale pre-trained models that is capable of generating coherent, natural responses based on input. Through deep learning technology, it is able to understand and generate human-like language, making human-computer interaction more natural and intelligent. The development of generative AI represents the frontier of artificial intelligence technology, and the successful application of ChatGPT also provides reference and inspiration for the development of AI technology in other fields.
——Distribution of AIGC industry chain
In the current primary market, according to the distribution of the industrial chain under the technical architecture, 84% of the AIGC enterprises are deployed in the algorithm layer, 11% are in the computing power layer, and only 5% are deployed in the platform layer. At the same time, the middle-tier enterprises under the algorithm layer account for only 15%, which is less distributed than the other two subdivisions of the algorithm layer, but this field can empower all walks of life through technology and content generation, and its potential market size is huge.
——The AIGC industry is highly popular and sought after by capital
AIGC stands for AI-Geneated Content, which refers to a technology that uses artificial intelligence technologies such as large-scale pre-trained models and generative adversarial networks to find patterns through existing data and generate relevant content through appropriate generalization capabilities.
As of April 2023, there are currently 7 unicorns in the AIGC track. In the mainland, Hyperparameters and Xiaoice have clearly become unicorns, Minimax is rumored to be valued at over $1 billion, and Lightyear Away announced that its next funding round has been subscribed for $230 million. At present, the institutions that attract the most attention from leading capital are all related to the underlying large model or the fate of AI leaders (such as Wang Huiwen Lightyear, Li Zhifei, Zhou Bowen, Wang Xiaochuan, etc.).
A number of institutions have made it highly clear that they want to take AIGC as the main investment track, and individual investment institutions have launched corresponding main incubation projects. On the whole, the large army is still in a wait-and-see state that lacks clear logic and targets. However, it is expected that the scale of financing will increase several times this year. With the gradual opening of the underlying large model and the verification of commercial value, it is expected that the financing scale will grow exponentially for the first time in 2024, and the investment will spread to the entire AIGC industry chain.
-- Significant progress has been made in the research and development of major enterprise models
The development of the underlying large model is the foundation and extremely important work of the AIGC industry chain, and at present, a number of companies engaged in the development and extension of large models have emerged in China, and breakthroughs have been made in the research and development of the model.
According to the analysis of the Prospective Industry Research Institute, the AIGC industry will present four major development trends in the future: AIGC is expected to shape a new paradigm of digital content production and interaction, and become the content production infrastructure of the Internet in the future; AIGC's application ecology and content consumption market are gradually booming; AIGC will increasingly become the basic support of the future 3D Internet; AIGC will be used as a productivity tool to drive the development of the metaverse.
According to the "China AIGC Application Panorama Report", the scale of China's AIGC (generative artificial intelligence) application market will reach 20 billion yuan this year, reach a trillion yuan in 2030, and the average annual compound growth rate from 2024 to 2028 will exceed 30%. According to the report, within three years, the "player" pattern of the large model industry will be basically settled, the "AI native" products at the application layer will begin to grow explosively, the business model of the enterprise-level market will be clear, and the consumer-level market will shift from "customer acquisition first" to "profit first".
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Analysis Report on the Development Prospect Forecast and Investment Strategic Planning of China's AIGC Industry" by Qianzhan Industry Research Institute.
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