AIGC行业全景篇：算力、模型与应用的创新融合

Investment Rating - The report does not explicitly state an investment rating for the AIGC industry Core Insights - The AIGC market is projected to grow to $981 billion by 2030, contributing $4.9 trillion to global economic growth and generating a cumulative economic impact of $19.9 trillion [1][44] - The AIGC industry is structured into three layers: foundational layer, model layer, and application layer, each playing a critical role in the development and deployment of AIGC technologies [1][44] Summary by Sections 1. Development History and Market Opportunities of AI - The evolution of artificial intelligence has gone through three waves, from logic reasoning and expert systems to machine learning and deep learning, culminating in the rise of generative AI technologies [1][20] - AIGC represents a new content creation method utilizing generative AI, showcasing significant commercial potential [1][30] 2. Foundational Layer: Rapid Development of AIGC Driving Demand for Computing Power - The demand for computing power has surged due to the rapid advancement of AIGC technologies, particularly large models based on Transformers [2][56] - Major internet companies are significantly increasing investments in AIGC infrastructure to maintain competitive advantages, with total capital expenditures reaching $467 billion from 2021 to 2023 [2][66] 3. Model Layer: Integration of Algorithmic Advances, Cost Optimization, and Diverse Business Models - The progress in AIGC technology is driven by innovations in generative algorithms, pre-trained models, and multimodal technologies [2][18] - The global large language model market is expected to grow significantly, with OpenAI leading the market through the success of ChatGPT [2][3] 4. Application Layer: Technological Innovations Driving Market Development and Industry Transformation - AIGC technologies are fostering innovation across both consumer (ToC) and business (ToB) sectors, enhancing efficiency and reducing costs in various applications [3][4] - The AI advertising market holds the largest share, while sectors like drug development, cybersecurity, and IT services are experiencing the fastest growth [3][4] 5. Business Recommendations - With the continuous growth in market demand, AIGC applications are expected to achieve breakthroughs across multiple industries, presenting long-term development opportunities [3][5]