Yang Lin, Chief Analyst of Guotai Junan Securities Computer Industry: AI applications are reaching a tipping point, three major directions are worth noting.
Each round of major trends in the computer industry is driven by technology. In 2013, it was the internet. From 2018 to 2020, it was cloud computing. Currently, it is AI. According to Yang Lin, Chief Analyst of the Computer Industry at Guotai Junan Securities, the development of AI needs to go through a positive flywheel of "investment in computing power - iteration of models - implementation of applications - feeding back data." Currently, the computing power side has taken the lead, and the application side is expected to gradually realize its value.
Recently, at the roundtable session of the Shanghai Stock Exchange Chief Forum with the theme "AI blossoming, technology self-reliance, welcoming the big era of computers," experts from the artificial intelligence industry and investment field engaged in in-depth discussions on key topics such as the development trend of AI technology, the implementation and ecological construction of humanoid robots. Participants believe that the current development of AI is shifting from being "driven by computing power" to being "driven by applications," and from "technological breakthroughs" to "industrial implementation." It is important to not only seize short-term opportunities for applied implementation, but also to lay the groundwork for long-term value in technology self-reliance in order to grasp the historic opportunity brought by artificial intelligence.
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