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On Wednesday local time, Nvidia delivered the world's first DGXH200 supercomputer to OpenAI, and its CEO Jensen Huang personally "delivered it to the door". The world's first NVIDIADGXH200 was delivered to OpenAI, which is committed to advancing the development of artificial intelligence, computers and humans, according to relevant sources. OpenAI founder Sam Altman then gave a speaking event at Stanford University to share his insights on the future of AI, and more than 1,000 students lined up to attend the event.
Altman's thought-provoking speech offered a transformative vision for the future of AI, highlighting the rapid development of the AI industry, the pursuit of artificial general intelligence, and the need to leverage innovative approaches while addressing societal challenges, among other things. The next generation of AI models after GPT-4 will be even more powerful, indicating that the field is advancing at an extremely fast pace.
"We can now be highly scientifically determined that GPT-5 will be much smarter than GPT-4 and GPT-6 will be much smarter than GPT-5, and we are not close to the top of that curve," Altman said.
Altman said that OpenAI's mission is to realize artificial general intelligence. Open-source AI may not be the best way to achieve this. In addition, as a tool designed to augment human capabilities, there is no need to make ChatGPT emotional. There is no need to be afraid of super-intelligent AI, as each new model is considered incompetent compared to future models, which in turn drives continuous improvement.
——The AI model is a new paradigm of intelligent computing
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.
The ultra-large-scale intelligent model, or large model for short, is a new AI computing paradigm that has emerged in recent years. Compared with traditional AI models, large models use more data for training, have better generalization, and can be applied to a wider range of downstream tasks. According to application scenarios, AI large models mainly include language large models, visual large models, and multimodal large models. Typical natural language models in the industry include GPT-3, Yuandao, Wudao, and Wenxin. Large visual models have also been widely used in autonomous driving, intelligent security, medical imaging and other fields. The technology of using Wensheng graphs based on multi-modal large models has also developed rapidly, and AI Generated Content (AIGC) has become the next key area of AI development.
- A unicorn company in the global generative AI industry
At present, in the subdivision of generative AI, 13 unicorn companies (with a valuation of more than $1 billion) have been born in the world, among which OpenAI ranks first in terms of valuation and financing, and its valuation will reach $80 billion. Among the five new AI unicorns added since 2023 are Cohere and Runway, two new generative AI unicorns. The average time it takes for these 13 generative AI companies to become unicorns is only 3.6 years, compared to the usual seven years it takes for a company to become a unicorn, which is almost half the time in terms of time.
- Market size and forecast
With the popularity of ChatGPT, generative AI has become a topic of concern and heated discussion in all walks of life. Global tech giants and AI manufacturers have stepped down one after another, lest they miss this tech feast. Industry leaders and media outlets have likened the generative AI wave to the mobile internet opportunities of the past, believing that it will have a profound impact on the global economy and various industries, and that enterprises will also usher in significant opportunities for change. According to data disclosed by Bloomberg Intelligence, the overall global generative AI market size will be about $67 billion in 2023, and it is expected to reach $728 billion and $1.3 trillion in 2029 and 2032, respectively, with a compound growth rate of 42% from 2022 to 2032.
According to the estimation of the Prospective Industry Research Institute, it is estimated that the scale of the AIGC industry in mainland China will exceed 60 billion yuan in 2027, and starting in 2028, the AIGC industry will extend the complete industrial chain, and continue to expand and deepen in the commercialization scenario to deeply transform the industry. From 2028 onwards, the scale of the AIGC industry in mainland China will continue to maintain rapid growth, and the market size will exceed one trillion yuan in 2030.
Focusing on generative AI, IDC predicts that the global generative AI market will grow at a compound annual growth rate of 85.7%, and the global generative AI market will reach nearly $150 billion by 2027.
Nvidia CEO Jensen Huang said generative AI has embarked on a new investment cycle, entering the first year of a "10-year cycle" (the time it takes for a technology to go from emergence, to propagation, and mass adoption).
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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