毕马威：中国式创新开启生成式人工智能新范式

Core Insights - The report by KPMG highlights that China's innovation is paving a new paradigm for generative artificial intelligence (AI) [1][2] Group 1: AI Development Pillars - The development of AI is supported by three main pillars: computing power, algorithms, and data [1] - China's policies, such as "East Data West Computing," aim to centralize computing infrastructure and public cloud capabilities to serve various industries, making AI infrastructure a public service akin to tap water [1] - The open-source foundational model, represented by DeepSeek, stands out globally in terms of capability, cost-effectiveness, and computing density, lowering the barriers for enterprises to utilize large model software [1] Group 2: Data Utilization and Dynamic Capabilities - In the era of large models, it is essential not only to accumulate data but also to deeply understand and extract business value from it [2] - The promotion of data exchange, compliance, and sharing by the government will facilitate reasonable data circulation among institutions and industries, leading to significant changes in digital China [2] - China's advantages in AI extend beyond static resources like data and market size to dynamic capabilities, characterized by efficient social collaboration and execution speed, which enhances the scalability of AI technology deployment [2]