观察| 为什么经济越差，人工智能行业越好？

Group 1: High Salary for AI Talent - Xiaopeng Motors offers a maximum annual salary of 1.6 million yuan for 2025 graduates, indicating a fierce competition for AI talent [2][6] - CEO He Xiaopeng stated that for exceptional AI talents, salaries will be "unlimited" [3][7] - The trend of high salaries is not isolated, as other companies like Xiaomi and Meta are also offering substantial compensation packages to attract top AI professionals [10][11] Group 2: Capital Surge in AI Investments - Global AI financing reached 599.52 billion yuan in 2024, doubling from the previous year [14] - AI startups attracted 31% of global venture capital in Q3 2024, a significant increase from 13% in 2022 [15] - Major players like OpenAI and xAI dominate the funding landscape, accounting for 69% of total financing in the AI sector [17] Group 3: Talent Shortage in AI - By 2030, China's demand for AI professionals is expected to reach 6 million, with a potential talent gap of 4 million [22][42] - Job applications in the AI sector surged by 33.4% year-on-year during the spring recruitment of 2025, indicating a growing interest in AI careers [23] - The disparity in talent quality is stark, with top researchers being significantly more capable than average [24] Group 4: Economic Downturn and AI Adoption - The economic downturn has accelerated the adoption of AI as companies seek cost-cutting measures [29][30] - AI technologies have shown effectiveness in enhancing business performance, with companies like Meta reporting increased ad conversion rates due to AI-driven models [33][34] - The trend of AI replacing human labor is becoming more pronounced across various industries [35] Group 5: Future of AI Industry - The AI industry is expected to replicate the wealth creation seen in the early internet era, with significant growth potential in infrastructure, vertical applications, and general model ecosystems [43] - Companies that support AI application development and deployment are likely to see substantial growth [38] - The ongoing investment in AI is not just for the future but is already enhancing core business operations [35]