From Go master AlphaGo to universal assistant ChatGPT, the AI (artificial intelligence) industry is constantly developing and making breakthroughs. Now, AI can not only quickly understand and produce the best language, but also play a key role in a variety of scenarios such as content creation, software development, and education and office. In the era of the Industrial Revolution, machinery and assembly lines improved the efficiency of "manual labor", and now the AI model has improved the efficiency of "mental labor", bringing a new round of "AL+" technology revolution sweeping various industries.
Human beings are constantly improving themselves from books and practices, and AI is also using massive data and external feedback to evolve and iterate. Nowadays, the AI model has basically learned all the books and scientific knowledge of mankind, and can quickly understand and master the professional problems in the subdivided field. In the future, AI will become a highly autonomous and intelligent "machine brain", creating huge economic value in industrial manufacturing, autonomous driving, technology research and development, and even space exploration.
AI models will not only reshape productivity, but will also give humans "superpowers". Everyone's time and energy are limited, and AI models can expand the radius of people's capabilities. With AI-capable wearables, everyone can learn new languages and sciences, improve memory and efficiency. With AI phones and computers, everyone can design art, develop programs, or make movies and games. In the near future, the number of content creations in various fields such as comics, apps, movies, and games may explode, creating a UGC super platform similar to Douyin.
At the same time, global technology companies are building ultra-large-scale AI computing power clusters, allowing "intellectual" resources to flow to thousands of industries like hydropower. With the evolution and development of AI models, the computing power industry chain such as chips, storage, and communication interconnection will continue to upgrade. In the context of U.S. sanctions, domestic AI chips and ecosystems will usher in unprecedented opportunities to accelerate the growth of the entire industry chain of design, manufacturing and advanced packaging.
*: Invesco Great Wall Technology Corps.
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