以下文章来源于福布斯 ，作者Forbes 福布斯 . 福布斯中国集团是一家集咨询、社群于一体的企业。集团秉承企业家精神和创新精神，坚持专业、公 正、创新和进取的价值观。 作者丨 Richard Nieva 翻译丨 Lemin 图源丨 Nikkei Asia 走进旧金山历史悠久的渡轮大厦内的 Niantic 总部，访客首先会被一群巨大的宝可梦毛绒玩具包围： 在阶梯式剧场般的台阶上，一只巨大的卡比兽正在角落打盹，而妙蛙种子则仿佛随时准备扑向猎物。 不远处，一脸震惊的可达鸭茫然望着远方，似乎想要看清这家公司出人意料的未来。 来源丨福布斯（ID： forbes_china ） 今年 3 月， Niantic 宣布了一则重磅消息： 根据高德纳（ Gartner ）的数据， 2023 年空间计算的市场规模为 1100 亿美元，到 2033 年预计将 增至 1.7 万亿美元，增长动力来自 TomTom 等地图巨头以及谷歌等传统科技巨头的定位服务。 "这是 个巨大的机会。"高德纳新兴技术团队首席分析师阮祥（ Tuong Nguyen ，音译）表示。 但竞争也同样激烈。在空间 AI 领域， Niantic 面临一些强劲对手。 ...

Core Insights - Niantic, known for the popular mobile game Pokémon GO, has decided to sell its gaming business for $3.5 billion to Scopely and shift its focus to enterprise-level AI, rebranding itself as Niantic Spatial [3][4][11] - The company aims to leverage its extensive location data, accumulated from players walking over 30 billion miles, to develop AI models that analyze the real world and serve enterprise clients [4][6][19] Group 1: Strategic Shift - The CEO John Hanke emphasized that the restructuring allows both the gaming and AI divisions to pursue their respective futures more effectively [4][11] - Niantic's new platform, Spatial, offers AI mapping tools for businesses, enabling applications such as robot route planning and augmented reality glasses [4][6] - The decision to pivot to AI reflects the broader impact of generative AI trends in Silicon Valley, with the spatial computing market projected to grow from $110 billion in 2023 to $1.7 trillion by 2033 [6][7] Group 2: Financial Aspects - Niantic raised $250 million from existing investors to fund the new company, with the transaction expected to complete by the end of the month [7] - The gaming business, particularly Pokémon GO, has generated approximately $8 billion in revenue since its launch in 2016, with an estimated $770 million contribution to Niantic's projected $1 billion revenue in 2024 [8][11] - Despite the sale, Niantic will continue to provide augmented reality mapping services to Scopely, maintaining access to critical location data for AI model development [20][21] Group 3: Competitive Landscape - Niantic faces strong competition in the spatial AI sector from companies like Nvidia, which has launched the Omniverse platform for creating 3D digital twins [7] - The company has also encountered challenges in replicating the success of Pokémon GO, with previous titles like Harry Potter: Wizards Unite failing to achieve similar popularity [10][16] Group 4: Data Privacy and Ethical Considerations - The sale of the gaming business raised concerns regarding user data management, particularly due to Scopely's backing by the Saudi sovereign wealth fund [21] - Hanke reassured that data privacy regulations will be strictly followed, and user data will remain under the control of Niantic and Scopely [21] - Niantic has clarified that data collection for AI model training will only occur with user consent during specific actions, addressing player concerns about data usage [21]