AI“新基建”，打通算力到应用最后一公里

Group 1: AI Industry Overview - The core focus of the AI industry is on large models and embodied intelligence, with China leading globally by having released 1,509 large models out of 3,755 total [1] - The AI industry in China is projected to exceed 700 billion yuan in 2024, maintaining a growth rate of over 20% for several consecutive years [1] - The next generation of large models, such as GPT-5, is expected to be a key variable influencing the future of the AI industry, particularly in complex industry applications [1] Group 2: Market Trends and Projections - The market for industry-specific large models in China reached 10.5 billion yuan in 2023, with an anticipated growth to 16.5 billion yuan in 2024, representing a 57% year-on-year increase [2] - By 2028, the market size for industry-specific large models is expected to reach 62.4 billion yuan [2] - The highest penetration rates of large models are observed in finance, government, film and gaming, and education, each exceeding 50% [2] Group 3: Challenges and Opportunities - Current limitations in large models include issues with computing power, data parameters, and mismatches between results and user needs [1][3] - The transformation from general large models to specialized industry models is seen as essential for creating real value, particularly for small and medium enterprises [3] - The integration of unique internal data and the ability to consolidate data ecosystems are critical for driving AI implementation and innovation [4] Group 4: Talent and Skills Development - There is an increasing demand for composite talents across various fields, including language, law, psychology, and philosophy, to support the AI industry [8] - Educational institutions are encouraged to adjust their training models to better prepare students for real-world applications of AI technology [8] - The need for interdisciplinary skills is emphasized, as AI applications require a blend of technical and domain-specific knowledge [6][8]