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360 ChatGPT large-scale model products are open to corporate users for internal testing; Digital China responds to the cooperation with Pangu large-scale model: there are plans to promote related businesses; 23 brokerages invested a total of more than 20 billion yuan in IT last year; ZTE: Launched a GPU server supporting ChatGPT by the end of the year ; The 360-class ChatGPT large-scale model products are open for internal testing for enterprise users.
[Industrial Internet Weekly is a featured product released by Titanium Media TMTpost, which will integrate the most important enterprise-level services, cloud computing, and cutting-edge trends in the fields of big data, important policies, and research reports this week. 】
Stock dynamics
Kunlun Wanwei: At present, business products such as artificial intelligence have not yet generated actual income
Kunlun Wanwei disclosed the stock price change announcement. At present, the company's AIGC, artificial intelligence and other business products have not yet generated actual income, and it is expected that it will not make a major contribution to the company's financial status in 2023. AIGC technology requires continuous large-scale capital investment, and the return on investment is slow. If the company continues to increase investment, it is expected to have a negative impact on the company's financial status in 2023. Investors are advised to pay attention to investment risks and invest cautiously. The company, its controlling shareholders, and actual controllers have no major issues that should be disclosed but have not been disclosed, nor are there any major issues that are in the planning stage.
Inspur Software: Net profit in 2022 will increase by 51.39% year-on-year
Inspur Software released the 2022 annual performance report, achieving operating income of 2.074 billion yuan, a year-on-year increase of 13.34%; net profit attributable to shareholders of listed companies was 63.7826 million yuan, a year-on-year increase of 51.39%; basic earnings per share were 0.20 yuan.
Digital China Responds to the Cooperation with Pangu Large-scale Model: There are plans to promote related businesses
At the performance briefing of Digital China, Han Zhimin, vice president of Digital China, said that there is a plan to cooperate with Huawei's Pangu model to build its own AI computing power infrastructure. Previously, it was reported that Digital China would cooperate with Huawei's Pangu model, which attracted attention.
CloudWalk Technology: No revenue generated in the field of large-scale model business
CloudWalk Technology released a change announcement. The company did not cooperate with companies such as OpenAI, Google, and HuggingFace. GPT products and services including but not limited to ChatGPT did not bring business income to the company; secondly, the company did not provide Microsoft365Copilot, SecurityCopilot and other products or services to provide training data; finally, the company has not generated income in the field of large-scale model business, investors are advised to pay attention to investment risks.
360 responds to Zhou Hongyi and Hu Huan’s divorce: Personal relationship adjustment, Zhou Hongyi will not reduce holdings for 12 months
360 responded to the divorce of Zhou Hongyi and Hu Huan. The company stated that Zhou Hongyi, the chairman of the group, and his wife Hu Huan did dissolve their marriage in an amicable manner. This is a personal adjustment. This adjustment will not lead to changes in the company's controlling shareholder or actual controller. The actual controller of 360 Group is still Mr. Zhou Hongyi, with 52.45% of the voting rights. Zhou Hongyi and his concerted parties have no plans to reduce their holdings in the next 12 months, and Hu Huan will not increase or reduce their holdings in listed companies in the next 6 months. Since Hu Huan did not work in 360 Group and its subsidiaries, this change has no real impact on the company's operation and management.
Qi Anxin: From January to March, it is expected to achieve a year-on-year growth of 35%-45% in operating income
Qi Anxin announced that the company expects to achieve operating income of 890 million to 956 million yuan from January to March, a year-on-year increase of 35% to 45%.
Domestic News
Alibaba Cloud's large model "Tongyi Qianwen" opens enterprise invitation testing
Alibaba Cloud announced that the self-developed large-scale model "Tongyi Qianwen" began to invite users to test the experience. At this stage, the model mainly invites corporate users to conduct experience tests. Users can apply through the official website (tongyi.aliyun.com), and qualified users can participate in the experience.
JD.com plans to release a 100-billion-level industrial model this year
He Xiaodong, vice president of JD Group, said at the Artificial Intelligence Large-scale Model Technology Summit Forum that in response to real industry needs, JD.com plans to release a new generation of industrial large-scale models this year, which will be large-scale pre-trained language models of hundreds of billions of words.
Baidu issued an anti-counterfeiting statement: Wenxinyiyan has no official app at present, and has filed a lawsuit against Apple and related developer teams
The "Baidu AI" WeChat official account issued a statement saying: Currently Wenxin Yiyan does not have any official app. Before the company's official announcement, all the "Wenxin Yiyan" apps seen in the App store and various app stores are fake. , Anyone who claims to have the "Wenxin Yiyan source code" is a liar. The company has initiated a lawsuit against Apple and related developer teams in the People's Court of Haidian District, Beijing.
Huawei's 2022 dividend will be 71.955 billion yuan, an increase of 10.551 billion yuan over 2021
It is reported that Huawei plans to distribute dividends of RMB 71.955 billion to shareholders after the resolution of the internal authority of Huawei. Compared with the total dividend of 61.404 billion yuan in 2021, a year-on-year increase of 10.551 billion yuan.
Guangzhou Data Exchange Computing Power Publishing and Sharing Platform will be launched soon
According to the Securities Times, as an important platform to respond to and undertake the construction of the national data element market system, Guangzhou Data Exchange promotes the integration and coordination of computing power through the construction of a computing power release sharing platform, empowers the development of the digital economy, and actively integrates into the country. The national integrated computing power layout of the project. The computing power release and sharing platform to be launched by Guangzhou Data Exchange is the first "1+1" scenario computing power resource platform in China. The platform builds an integrated credible transaction service of "gathering, publishing, and sharing" of computing power, unifies the matching of computing power supply and demand, realizes the "double improvement" of efficiency and credit, and promotes the deep integration of computing power platforms and industrial scenarios.
Hualu Group intends to integrate into CETC
E-Hualu issued an announcement saying that the company received a notice from the actual controller China Hualu Group Co., Ltd. Matters, Hualu Group intends to integrate into CETC. Yi Hualu said that the plan still needs to be approved by the relevant competent authorities, and the above-mentioned restructuring matters will not have a major impact on the company's normal production and operation activities. The company will disclose the progress in a timely manner in accordance with the requirements of laws and regulations.
Tencent Meeting Service Adjustment Officially Takes Effect
On April 4th, Tencent Conference announced that the size of a single conference initiated by users of the free version will be adjusted from a maximum of 25 people before the epidemic to a maximum of 100 people from now on. Conferences held before that will not be affected. From late April, the available time for a single meeting (3-100 people) initiated by users of the free version will gradually be adjusted from 45 minutes before the epidemic to 60 minutes. The Webinar capacity of free version users will be adjusted to a maximum of 100 spectators, 10 guests, and 60 minutes in a single session, and meetings held before that will not be affected.
23 securities companies invested a total of over 20 billion yuan in IT last year
Under the general pressure on performance in 2022, brokerages continue to increase investment in information technology, and their emphasis on financial technology continues to increase. According to statistics, the 23 listed securities firms or their parent companies that have disclosed relevant data so far will invest a total of 20.5 billion yuan in information technology in 2022. Among them, the investment scale of 22 securities firms exceeded 100 million yuan, and the investment of 9 securities firms exceeded 1 billion yuan.
ZTE: Launch a GPU server supporting ChatGPT by the end of the year
At ZTE's 2022 annual performance briefing, Xu Ziyang, executive director and president of ZTE, said that ZTE's internal research judged that ChatGPT is a major breakthrough in artificial intelligence technology. ChatGPT GPU server.
Tsinghua University and Ant Group will cooperate in the research of general security models and next-generation Internet application security technologies
Tsinghua University and Ant Group signed a cooperation agreement. The two parties will cooperate in the direction of "next-generation Internet application security technology", focusing on core security scenarios such as intelligent risk control and anti-fraud, and focusing on the two cores of trusted AI and secure general-purpose large models in the early stage field.
Hongyi Zhou: 360 Network Digital Security Brain will combine GPT capabilities to defend against network attacks
Zhou Hongyi, the founder of 360, said that 360 will soon combine the digital security brain of the whole network with GPT to better realize the defense against network attacks. At the same time, he advocated the development of city-level GPT, so that each city has its own intelligent brain. On the same day, 360 signed a strategic cooperation agreement with the Changchun Municipal Government. The two parties will focus on the construction of new smart cities and safe cities, and build a network information security industry system centered on data security by introducing a security industry chain led by 360.
The 360-class ChatGPT large-scale model product is open to internal testing for enterprise users
360 officially announced that the artificial intelligence product matrix "360 Zhinao" developed based on the 360GPT large model is the first to land in the search scene, and will open internal testing for enterprise users. It is understood that after enterprise users search the home page of 360 on the PC side to apply and obtain the test qualification, they can experience the use through the enterprise security cloud.
international News
Google claims AI supercomputer is faster and greener than Nvidia A100
According to reports, on Tuesday local time, Alphabet's Google disclosed the latest details of the supercomputer it uses to train artificial intelligence models. These systems are faster and more energy-efficient than comparable systems from Nvidia, the company said. Google has its own customized TPU chips, and more than 90% of its artificial intelligence training tasks are completed through these chips. Artificial intelligence training refers to feeding data to the model so that it can have human-like text chat and picture generation capabilities. Google TPU is currently in its fourth generation. The company released a paper on Tuesday detailing how it used its own custom optical switches to combine more than 4,000 chips into a single supercomputer, linking individual machines together.
AI pictures cause confusion, the EU will require all generative AI content to indicate the source
In response to the confusion caused by AI-generated pictures, Thierry Breton, European Commissioner for the Internal Market and head of industry and information technology, publicly stated that the EU hopes to impose mandatory regulations on AI-generated content. Breton said: "The EU will be the first government to make it clear that everything generated by artificial intelligence, whether it is text or images, has an obligation to inform that it was done by artificial intelligence." Formal voting will be held from now on, and generative AI will also be included as a key object of supervision. "If someone posts an AI-generated image on a social network without saying it was AI, they will face legal action," Breton said.
Western Digital data breach may continue to disrupt some businesses
Data storage company Western Digital said on Monday that it discovered on March 26 that an unauthorized third party had accessed multiple of its systems, which means the company faces a security breach. Based on an ongoing investigation, the company believes an unauthorized party obtained certain data following the incident, but the nature and extent of the stolen information is unclear. The company is understood to be implementing aggressive measures to secure its business operations, including taking systems and services offline.
Meta Chief Scientist Responds to AI Development: There is no AI blueprint that even reaches the level of human intelligence, so there is no need to be afraid of AI
Meta Chief Scientist Yann LeCun asked on social platforms on April 3: Are people afraid of flying? No! Not because planes can't crash, but because engineers have made airliners very safe. Why would artificial intelligence be any different? Why should AI engineers be more afraid of AI than aircraft engineers are afraid of flying? It took 50 years from the first flight to the establishment of the FAA. Why should we be afraid of artificial intelligence when we haven't even developed the blueprint for an AI system capable of human-level intelligence?
Oracle plans to open second cloud region in Singapore
Oracle announced on April 4 that it plans to open a second cloud region in Singapore to meet the rapidly growing demand for cloud services in Southeast Asia.
Canada launches investigation into OpenAI over data security, sources say
According to reports, the Office of the Privacy Commissioner of Canada (OPC) announced on the 4th that it has begun to investigate OpenAI, the company behind ChatGPT, involving complaints that "accuse OpenAI of collecting, using and disclosing personal information without consent." Earlier, the Italian Data Protection Authority temporarily disabled ChatGPT and launched an investigation into the tool for alleged violations of privacy rules.
AI Scientist Feifei Li Joins Radical Ventures as Scientific Partner
Artificial intelligence scientist Feifei Li joined Radical Ventures, a Canadian venture capital institution, in February this year. Radical Ventures is an early investment institution focusing on AI and deep learning. According to public information, Li Feifei is the first "Sequoia Capital Professor" in the Department of Computer Science at Stanford University, and the co-dean of Stanford University's "Human-Centered Artificial Intelligence Research Institute". He previously served as the chief scientist of Google's artificial intelligence and machine learning. In addition, Feifei Li is a newly elected academician of the National Academy of Engineering (NAE) in 2020. The reason given by NAE is that Feifei Li has contributed to the establishment of a large machine learning and visual understanding knowledge base.
financing mergers and acquisitions
Shanhai Semiconductor completed the A-round financing of 120 million yuan
SENSILICON, a domestic precision signal chain IC manufacturer, announced that it has completed a round of financing of 120 million yuan. This round of financing was led by Co-Stone Capital, followed by Hefei Industrial Investment, and all the old shareholders Lanchi Venture Capital, Tongchuang Weiye, Shenzhen Venture Capital, and Daotong Investment continued to pursue investment. This financing will be mainly used for new product development and market landing for Industry 4.0 and new energy markets.
Gallium Semiconductor Completes Tens of Millions of Angel Round Financing, Led by LanRun Ventures
Gallium Semiconductor announced the completion of tens of millions of angel round financing. This round was led by Blue Run Ventures, followed by Yuquan Capital. The financing will be used to strengthen the team, accelerate the development of new methods for gallium oxide substrate materials and pilot lines.
Mingxin Shuzhi completed the A+ round financing of nearly 100 million yuan
China's leading industrial big data analysis and application service platform-Mingxin Shuzhi (formerly referred to as: Mingxin Shuike) announced that it has received nearly 100 million yuan in A+ round financing. This round was completed by CDH Investment, and Huaxing Capital served as the exclusive financial advisor. . Mingxin Shuzhi was established in 2020. Based on the big data base of the industrial Internet, the company has built an AI model for industrial operation evaluation, and has realized in-depth digital applications in the three major scenarios of industry and financial services, cross-border compliance services, and digital services in the automotive industry. .
Policies and Trends
Ministry of Science and Technology: It is promoting the construction of the computing power network and establishing an artificial intelligence planning promotion office
Chen Jiachang, director of the High-tech Department of the Ministry of Science and Technology, said at a press conference held by the State Council Information Office on April 3 that the ministry is actively promoting the construction of a computing power network to create a computing power base for supercomputing and intelligent computing. my country's high-performance computing has always been at the leading level in the world, ranking first in the world 10 times and winning the "Gordon Bell Award" 3 times. Recently, the Ministry of Science and Technology is actively promoting the construction of a computing power network, hoping to build a computing base for supercomputing and intelligent computing through the development and application of new technologies, and provide strong support for the construction of digital China. At the same time, the Ministry of Science and Technology established an artificial intelligence planning promotion office, launched the implementation of a new generation of major artificial intelligence technology projects, and made corresponding deployments in digital twins, digital manufacturing, and smart medical care. In response to some risks and problems in the development of artificial intelligence, a new generation of artificial intelligence governance principles and ethical norms have been formulated and released to promote technology for good and benefit mankind.
State-owned Assets Supervision and Administration Commission: The digital transformation action plan of state-owned enterprises will be implemented in depth, and digital technology research will be strengthened
Wang Xiaoliang, head of the Science and Technology Innovation Bureau of the State-owned Assets Supervision and Administration Commission of the State Council, said at the press conference that in the next step, the State-owned Assets Supervision and Administration Commission will implement the action plan for the digital transformation of state-owned enterprises, strengthen digital technology research, deepen the integration of digital technology and production and operation, and further accelerate the development of traditional industries. Transform and upgrade and cultivate emerging industries, give full play to the strategic supporting role of the state-owned economy, and make greater contributions to the construction of digital China.
IDC: The total size of China's big data market is expected to reach US$36.5 billion in 2026
According to the IDC consulting report, the latest forecast data shows that the overall IT investment scale of China's big data market will be approximately US$17 billion in 2022, and will increase to US$36.49 billion in 2026, doubling the scale. China's big data IT investment will still flow into the hardware market in a relatively large proportion, and hardware will account for nearly 40% in the short term. In the long run, software has a strong performance, with a five-year compound growth rate (CAGR) of nearly 28%, and it is expected to overtake the hardware market in 2026, becoming the technology sector with the highest proportion.
Ministry of Industry and Information Technology: Will research and formulate a system to further promote the smart manufacturing action plan
In 2023, the plenary meeting of the national intelligent manufacturing standardization general group and expert advisory group will be held in Beijing. Xin Guobin, vice minister of the Ministry of Industry and Information Technology, said that we must adhere to the focus on intelligent manufacturing and promote the deep integration of new-generation information technologies such as the Internet, big data, and artificial intelligence with manufacturing. The Ministry of Industry and Information Technology will study and formulate an action plan for systematically promoting intelligent manufacturing, and deepen the pilot action of intelligent manufacturing standards. It is hoped that the general group and the expert advisory group will continue to play a good role in overall coordination and strategic guidance. Adhere to problem orientation, accelerate the development of key standards and the application of industry standards, and create a batch of standardized solutions based on typical application scenarios. Adhere to innovation-driven, face cutting-edge technology fields, and accelerate the deployment of a number of leading national standards and industry standards. Adhere to overall planning and coordination, carry out standard application pilots and standard implementation work, develop and apply smart manufacturing standard groups and toolboxes, and improve the selection criteria for smart factories, smart supply chains, and smart manufacturing pilot areas. Adhere to open cooperation, actively participate in the formulation and revision of international standards, and contribute more Chinese solutions to international standardization organizations.
IDC: Continue to lower the 2023 global IT spending forecast
Market research firm IDC has lowered its 2023 global IT spending forecast for the fifth consecutive month. In its latest monthly forecast for global IT spending growth, IDC expects an overall growth rate of 4.4% this year to reach $3.25 trillion in constant exchange rates. That was down slightly from last month's forecast of 4.5 percent and fluctuated from the October 2022 growth forecast of 6 percent.
Past recommendation
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