2024人工智能开源大模型生态体系研究

Investment Rating - The report does not explicitly provide an investment rating for the artificial intelligence industry or its segments. Core Insights - The open-source large model ecosystem is becoming a crucial model for driving the AI industry from technology to application, characterized by openness, sharing, and scalability [11][12] - The rapid development of artificial intelligence relies on three core elements: data, algorithms, and computing power, which are now foundational for further advancements [5][6] - The AI industry is on the verge of large-scale application deployment, marking a significant transition in productivity and efficiency [4][9] Summary by Sections Part 01: Importance and New Opportunities in AI Industry - The AI industry is entering a pivotal phase, with open-source large models facilitating innovation and widespread application across various sectors [11][12] - The evolution of AI technology is marked by a shift from physical efficiency to cognitive efficiency, heralding a new era of productivity [9] Part 02: Analysis of Open-Source Large Model Ecosystem - The open-source model allows global developers to collaboratively maintain and develop machine learning models, enhancing innovation and application speed [11][12] - The ecosystem is structured around participants, infrastructure, and rules that promote open collaboration, leading to publicly reusable outputs [25] Part 03: Investment Situation of Open-Source Large Models - Closed-source models have significantly higher financing compared to open-source models, indicating a disparity in investment levels [52][56] - Key investment areas include generative AI for large language models and image models, with substantial funding directed towards machine learning data management and model deployment [57] Part 04: Successful Experiences and Case Studies in Open-Source Model Ecosystem - The report highlights various successful case studies and experiences in building the open-source ecosystem, emphasizing collaboration and resource sharing among community members [69][70] Part 05: Commercialization Cases and Future Outlook - The report discusses typical commercialization cases of open-source large models and anticipates their growing role in future economic and social development [11][12]