数字经济周报（202504第2期）：欧盟发布“人工智能大陆行动计划”-20250415

Group 1: EU AI Action Plan - The EU plans to invest €200 billion to enhance its global competitiveness in artificial intelligence[5] - The action plan includes five key areas: building AI data and computing infrastructure, increasing access to high-quality data, developing algorithms, enhancing AI skills and talent, and simplifying the implementation of the AI Act[1] - The EU aims to establish at least 13 AI factories and up to 5 giant AI factories to support the development of cutting-edge AI models and applications[6] Group 2: AI Act and Regulatory Environment - The EU's AI Act, effective from August 1, 2024, is the world's first comprehensive regulation on AI, categorizing AI systems based on risk levels[7] - The EU has faced criticism for its stringent regulations, which some argue hinder innovation and development in the AI sector[8] - The new action plan signals a shift towards loosening regulatory burdens to balance innovation and compliance, aiming to stimulate growth in the AI industry[15] Group 3: Global AI Trends and Market Dynamics - The International Energy Agency predicts that global data center electricity demand will double from 415 TWh in 2024 to 945 TWh by 2030, driven by AI advancements[44] - In Q1 2025, global venture capital investment in AI reached $73.1 billion, accounting for 57.87% of total venture capital activity[46] - The EU's share of global AI patents was only 2.77% in 2023, indicating a significant gap compared to the US and China in terms of innovation output[8]