2 1 Shi Ji Jing Ji Bao Dao·2025-11-13 02:58Core Viewpoint - The AI industry structure is transitioning from an unhealthy "pyramid" model to a healthier "inverted pyramid" model, emphasizing the need for models and applications to generate significantly more value than the underlying chip technology [1] Group 1: AI Industry Structure - The previous structure of the AI industry resembled a "pyramid," where chip manufacturers captured most of the value, leading to skepticism about AI's sustainability and potential bubble [1] - The new "inverted pyramid" model suggests that models should create ten times the value of chips, and applications should generate one hundred times the value of models, promoting a healthier ecosystem [1] Group 2: AI Capabilities and Applications - Over the past year, AI capabilities have expanded beyond chatbots to include digital human technology, code intelligence, and self-evolving solutions that seek global optimal outcomes [1] - AI is becoming an intrinsic capability rather than a cost, positioning it as a driving force for enterprise growth and individual development [1] Group 3: AI Integration in Search - Baidu's search results are predominantly generated by AI, with 70% of the top results featuring rich media content rather than traditional text links [1] - Baidu is recognized as the most aggressive in AI transformation among global search engines, fundamentally changing the search experience from text-based to rich media-focused [1] Group 4: Partnerships and API Development - Baidu has opened its AI search capabilities through an API, collaborating with major manufacturers like Samsung, Honor, and Vivo [2] - A total of 625 companies have integrated Baidu's search API via Baidu Smart Cloud, establishing it as a foundational technology in the industry [2]