Group 1: National Strategy on AI - The Chinese government places high importance on the innovation and development of artificial intelligence (AI), with significant emphasis from President Xi Jinping since 2014 [1][2] - AI was first included in the "Government Work Report" in 2017, and the State Council issued the "New Generation Artificial Intelligence Development Plan," aiming for AI to reach world-leading levels by 2030 [1][2] - A surge in AI research and application has been observed, with various provinces organizing study sessions on AI [1] Group 2: AI Waves Initiated by Google - Two landmark events in AI development are identified: AlphaGo's victory over Lee Sedol in 2016 and the release of ChatGPT by OpenAI in 2022, both initiated by Google [3] - China's AI landscape has seen the emergence of notable companies, including the "AI Four Little Dragons" and the "Six Little Tigers of Large Models," with 505 generative AI services registered with the cybersecurity department [3] Group 3: Investment in AI Models - The training costs for cutting-edge AI models have skyrocketed, with Google's Gemini Ultra costing $191 million and Grok 3 consuming 200,000 NVIDIA GPUs [5][6] - Major companies are announcing substantial investment plans, with Stargate and NVIDIA each planning to invest $50 billion over four years, while Amazon, Microsoft, Google, and Meta plan to invest between $60 billion to $100 billion in 2023 [5][6] Group 4: Profitability Challenges - Despite significant investments, the profitability of AI applications remains elusive, with only 22 applications achieving an annual recurring revenue (ARR) of over $100 million globally [7][9] - OpenAI, for instance, has generated $5.5 billion in revenue but has a cumulative financing of $57.9 billion, indicating a long path to profitability, projected to reach $125 billion in revenue by 2029 [7][9] Group 5: AI Going Global - While U.S. AI models struggle with profitability, Chinese companies are successfully expanding overseas, with firms like Ruqi Software and Kunlun Wanwei generating significant revenue from international markets [10][11] - Many Chinese AI companies have initiated their internationalization efforts early, leading to a wave of overseas expansion, with MiniMax reportedly earning over $70 million from international markets last year [10][11]

闫德利 腾讯研究院资深专家 一、人工智能是国家战略 我国高度重视人工智能的创新和发展。早在2014年，习近平总书记在中国科学院第十七次院士大会、中 国工程院第十二次院士大会上就对人工智能进行了强调。2017年，人工智能首次写入《政府工作报 告》；同年国务院印发《新一代人工智能发展规划》，提出目标"到2030年人工智能理论、技术与应用 总体达到世界领先水平"。次年，首届世界人工智能大会在上海召开。此后，人工智能在众多重要会议 上不断得以强调。尤其是今年，中共中央政治局就人工智能进行了集体学习，习近平总书记调研了上 海"模速空间"大模型创新生态社区，《政府工作报告》大篇幅描述人工智能，河南、福建、河北、辽 宁、山东、北京、江西、天津、新疆、陕西等地党委理论学习中心组纷纷就人工智能组织学习会。我国 掀起了 人工智能研发和应用的热潮 。如下表所示。 | 会议 | 日期 | 主题/相关表述 | | --- | --- | --- | | 政治局集体 | 2018.10 | 人工智能发展现状和趋势 | | 学习 | 2025.4 | 加强人工智能发展和监管 | | 政治局会议 | 2023.4 | 要重视通用人工智能发展 ...