Shulou(Shulou.com)06/03 Report--

The "urban speed race" around artificial intelligence is taking place fiercely across the country. In the last week of August alone, four cities in China (Beijing, Shanghai, Guangzhou and Chongqing) are hosting summits related to artificial intelligence.

"in the era of wisdom, computing power is the productive forces and the fundamental driving force for the development of artificial intelligence." Wang Endong, academician of the Chinese Academy of Engineering and chief scientist of the Tide Group, pointed out in a speech at the 2019 China artificial Intelligence Computing Conference (AICC2019) in Beijing that among domestic cities, cities that have done a good job in computing power investment also rank first in economic development and are faster than other cities in the transformation of kinetic energy between the new and the old.

The 2019-2020 Evaluation report on the Development of artificial Intelligence Computing Power in China (hereinafter referred to as "the report") released at the conference shows this trend. According to the report, China's artificial intelligence computing power Top5 cities are Beijing, Hangzhou, Shenzhen, Shanghai and Guangzhou, which are also at the top of the GDP rankings and China's New Economic vigor Index in the first half of this year.

In addition to city rankings, this report, jointly released by IDC and Chaochao, evaluates the development of China's AI computing power in terms of region, industry, chip, technology and other dimensions, from which we can not only see the trend of China's AI development, but also provide an effective reference for everyone's future employment and investment.

Beijing is the most powerful city in AI in China, and there is a heated discussion about Beijing reaching the top.

The ranking of cities has always been the most concerned part of the AI math development report over the years. In this year's urban artificial intelligence computing power competition, TOP5 cities are Beijing, Hangzhou, Shenzhen, Shanghai and Guangzhou, followed by Hefei, Suzhou, Chongqing, Nanjing and Xi'an.

Compared with 2018, Beijing overtook Hangzhou to take the first place, causing widespread discussion. This is mainly due to the rapid development of Internet enterprises in Beijing in recent years and the largest number of artificial intelligence start-ups and talent reserves in the country. Statistics show that Beijing has nearly 500 AI start-ups, the largest number in the country. Among them, there are many star enterprises such as Cambrian, Horizon and fourth Paradigm, while the mature AI enterprises in Beijing are also familiar to everyone, such as Baidu, Byte Jump, JD.com and so on. In addition, Beijing has also gathered a number of unicorn enterprises, such as Xiaomi, Shangtang Technology, and so on. From the perspective of capital injection, the total frequency of AI-related investment has reached more than 600 times, with a total investment amount of more than 55 billion yuan.

In addition to the closely watched battle for the top of the list, Guangzhou has entered the first echelon with the country's leading GDP growth rate and the government's increased investment in artificial intelligence, with the presence of a large number of industry leading companies. Suzhou, Nanjing and Xi'an are among the top 10 for the first time with the promotion of the government and leading enterprises in the artificial intelligence industry chain, as well as a large amount of capital investment.

The change in the ranking shows that the "adsorption" effects of the four super-first-tier cities in the fields of artificial intelligence technology, applications, and talents are beginning to be prominent. at the same time, the three major industrial clusters of artificial intelligence formed around the three major economic circles of Beijing, Tianjin, Hebei, Yangtze River Delta and Dawan area have begun to take shape.

The Internet is still the industry with the strongest AI penetration.

For a long time, people still focus on the intelligent experience of mild products such as intelligent audio and floor-sweeping robot for AI applications. In fact, the penetration of artificial intelligence is constantly expanding, affecting and changing human production and way of life.

According to the report, in terms of application penetration in the artificial intelligence industry, the Internet still holds the first place and accounts for 62.4% of China's artificial intelligence computing investment market share. Its typical application scenarios include precision marketing, image recognition and intelligent customer service of e-commerce. Video content censorship, face recognition and intelligent writing.

The government industry is not far behind, which has something to do with the construction of smart cities. Its application scenarios are also mainly focused on urban operation and management platforms such as intelligent transportation and smart tourism. The financial industry ranks third in terms of application penetration. Typical application scenarios mainly include authentication in the financial industry, face recognition in the payment process, fraud analysis and investigation, and so on. Fourth, the rapid development of quality management (QC automation) and intelligent factories in the manufacturing industry. It is worth mentioning that the telecommunications industry is among the top five for the first time, and typical application scenarios include relatively mature intelligent customer service and precision marketing.

According to IDC, the market acceptance of artificial intelligence in China has increased to 45% in 2019 from 10% in 2017, while 82% of enterprises that do not use artificial intelligence plan to deploy in the next 1-2 years.

Computing Power is the Cornerstone of AI Industry Development

Data, algorithms and computing power are regarded as the "troika" that promote the development of artificial intelligence. Among them, computing power is the basic platform and decisive force to carry and promote the practical application of artificial intelligence.

To this end, the report evaluates the development level and future development potential of artificial intelligence computing power from three dimensions: macroeconomic, technological maturity and labor supply, focusing on core factors including economic situation, infrastructure, third platform, and personnel level.

According to research by IDC Global DataSphere, the amount of newly created data worldwide will grow from 33ZB in 2018 to 175ZB in 2025. With the explosive growth of data and the continuous evolution of algorithms, there is still a lot of room for the development of computing power in the future.

The report also points out that the rapid development of computing power has greatly promoted the maturity of application scenarios in various industries, and the industrialization of AI has accelerated to move towards industrial AI. At present, the Internet, smart cities and financial industries have been in the forefront of industrial AI, while manufacturing, retail and other industries are also expected to gradually achieve intelligence in the next five years.

An interesting phenomenon is that when AI chip suppliers and application suppliers are frequently mentioned, computing power suppliers are rarely paid attention to. At present, domestic computing power suppliers are mainly concentrated in a small number of enterprises, such as Chaochao, Huawei, DELL, IBM and so on. In response, Liu Jun, general manager of Tide Group AI&HPC, said on AICC2019 that AI computing is the cornerstone of the development of AI industry. The so-called "cornerstone" is that when you don't see it, it just shows that the industry is the safest, and you can't do without it. This is the role of computing for the AI industry.

What is the level of artificial intelligence development in China?

If we say that ten years ago, China's artificial intelligence was "grass-colored but not close", today it is already "a hundred flowers blossom and spring is full of garden". Wang Endong mentioned in the AICC2019 speech that the growth of data explosion, the acceleration of algorithm innovation, and the rapid improvement of computing power have rapidly changed artificial intelligence from an academic hot spot to an investment hot spot and an industrial hot spot around the world. The AI industry is expanding rapidly, and the market demand is beginning to blow out.

Based on this, the report predicts that the overall size of China's artificial intelligence market will continue to maintain a high growth rate in the next five years, with an annual compound growth rate of 44.9% and more than US $17 billion.

In the whole artificial intelligence market, the scale of the hardware market is extremely outstanding. IDC predicts that the artificial intelligence hardware market will reach 8.3 billion US dollars in 2023. On the one hand, the Chinese market tends to invest in hardware first when investing in emerging technologies, and on the other hand, in the training and prediction market of artificial intelligence models, the price of GPU servers is much higher than that of general-purpose servers. It is expected that the artificial intelligence hardware market will account for more than 50% of the market by 2021, of which the server market accounts for more than 85% of the total hardware market.

In addition, the report also puts forward five important trends in the development of artificial intelligence computing power in the future: first, the market share of artificial intelligence reasoning will exceed the training market by 2022; second, China's artificial intelligence infrastructure market will have a compound growth rate of 33.8% in the next five years, which is more than three times that of China's overall infrastructure market; third, 5G and the Internet of things will promote the rapid development of edge and end-to-side artificial intelligence infrastructure. Fourth, the integration of artificial intelligence and cloud will be further accelerated, and the AIaaS market scale is expected to grow at a compound annual growth rate of 66% in the next five years. Fifth, with the improvement of computing power, more and more enterprises will participate in the research and development of artificial intelligence open source software and the construction of industry performance evaluation benchmarks.

Wang Endong also mentioned on AICC2019 that China's AI investment is already on a par with that of the United States, but there is still a gap in core technology investment and application-oriented in-depth research. " Application is the bottleneck and the biggest opportunity for the development of the AI industry. In order to solve the application problem fundamentally, it is necessary to establish an open and integrated artificial intelligence ecology. From the bottom hardware to the upper application software, the upstream, middle and lower reaches of the industry should closely cooperate with each other, face the diversified and personalized user needs, and provide the overall solution to the end users in order to make the artificial intelligence use and make good use of it. "

Based on this, the wave puts forward the meta-brain ecological plan, in which the wave will share the technical capabilities of the computing platform, the resource platform and the algorithm promotion platform. At the scene of the AICC conference, Chaochao announced that it will jointly build AIStation and Flying Propeller with Baidu. At the same time, Chaochao and VMware will jointly build AIStation and vSphere AI private cloud solutions. As an important part of the AI algorithm platform, Tide will also open source TF2 to help industry customers accelerate the realization of industrial AI.

According to reports, the AICC conference, sponsored by the Chinese Academy of Engineering and hosted by the Tide Group, aims to discuss AI computing around the industrial needs of artificial intelligence, and to promote AI technological innovation, cooperative development and personnel training. At present, AICC Conference has become the most important cutting-edge technology exchange platform in the field of AI computing, attracting thousands of AI industry and technology leaders, top AI experts and AI developers to participate every year. The "Evaluation report on the Development of artificial Intelligence Computing Power in China" issued by the annual conference has attracted wide attention and has important reference significance for artificial intelligence investment, entrepreneurship and employment.

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