刘典：从AI到“AI+”，如何实现产业跃迁

Core Insights - The development of AI technology in China is transitioning towards "AI+", driven by a recent government initiative that aims to enhance the AI industry's growth and reflect changes in the global tech competition landscape [1][4] - The Chinese AI industry is building a comprehensive system that integrates foundational, technical, and application layers, moving from isolated breakthroughs to collaborative efforts across the entire value chain [1][2] Infrastructure Layer - There is an explosive growth in computing power demand, with China's total computing power expected to reach 280 EFLOPS by the end of 2024, of which intelligent computing power will account for over 30% [1] - Domestic chips are gaining market share in cloud training and edge inference, although high-end training remains a bottleneck that requires ongoing technological advancements [1] Technical Layer - The vibrancy and innovation density of China's AI industry are rapidly increasing, with 1,509 large models released domestically, representing 40% of the global total [2] - China is home to 71 of the 271 global AI unicorns, and the domestic open-source community is fostering a collaborative environment that accelerates the transition from ideas to industrial applications [2] Application Layer - China's AI applications are leading globally in depth and breadth, with 53% of enterprises utilizing AI to streamline business processes, although only 9% have achieved significant value transformation [2] - The main constraints on AI application development are insufficient data governance capabilities and a shortage of professional talent [2] Market Growth and Challenges - The market logic is shifting from quantity to quality, with the core AI industry expected to exceed 700 billion RMB in 2024, growing over 20%, and potentially reaching between 800 billion to 1 trillion RMB by 2025 [3] - Structural challenges such as "technological homogenization" and "application fragmentation" are emerging, with a risk of resource waste and repetitive construction in the race for large models [3] International Cooperation - International collaboration is crucial for the development of "AI+", with China advocating for open cooperation and mutual benefits, especially with developing countries [4] - The focus should be on technology empowerment and experience accumulation with global south countries, while engaging in technical complementarity and standard recognition with developed nations [4] Strategic Recommendations - To achieve a leap in the AI industry, the focus should shift from merely expanding presence to enhancing quality and efficiency, which includes breaking through key technologies, deepening application scenarios, and expanding international cooperation [4]