In 2023, the scale of China's artificial intelligence software market reached 37.74 billion yuan, a year-on-year increase of 26.2%. The computer vision market reached 10.11 billion yuan, led by SenseTime. In the AI voice and semantic market, Baidu Smart Cloud ranked first for the first time, followed closely by iFlytek and Alibaba Cloud. The market size of machine learning development platforms was 3.51 billion yuan, with Fourth Paradigm and Huawei Cloud tied for first place, focusing on large model technology to support the development of generative AI applications.

In 2023, China's AI public cloud service market showed strong growth, reaching a scale of 12.61 billion yuan, a year-on-year increase of 58.2%. Large models play a key role in driving innovation in generative AI applications and the implementation of traditional AI applications. Baidu Intelligent Cloud and Alibaba Cloud rank first in the market, with Tencent Cloud following closely behind, and Huawei Cloud in third place, indicating fierce market competition. The report pays special attention to market services such as computer vision, conversational AI, and intelligent voice, in which Tencent Cloud, Baidu Intelligent Cloud, and Alibaba Cloud dominate. In addition, natural language...

China implemented new laws governing deepfakes, Microsoft made significant investments in OpenAI, the U.S. Department of Defense updated its directives on autonomy in weapon systems, NIST released an AI risk management framework, and the U.S. and EU announced acceleration of joint AI research.

The Huawei Cloud Pangu Meteorological Model has been selected as one of the Top Ten Scientific Advances in China 2023. The Huawei Cloud team utilized artificial intelligence technology to develop a 3D neural network capable of accurately conducting mid-term weather forecasts, supporting global meteorological predictions at the second level.

["NetEase released its 2023 financial report, with total revenue of 103.5 billion yuan", "Continued investment in self-developed technology, with annual R&D reaching 16.5 billion yuan", "AI technology deeply integrated into games, music, education, and other businesses", "Game business performed outstandingly, with multiple self-developed games breaking category records", "Youdao, Cloud Music, and other businesses also achieved significant results", "NetEase launched the 'Minor Mode' to prevent online fraud and donated materials to support disaster areas", "NetEase will continue to promote the application of AI technology in multiple fields, developing high-quality products and services"]

In 2023, iQIYI earned 2.8 billion with total revenue reaching 31.9 billion, a year-on-year increase of 10%. iQIYI's Non-GAAP operating profit for 2023 was 3.6 billion, up 68% year-on-year. Revenue from iQIYI's membership services reached 20.3 billion, reflecting a 15% year-on-year increase. iQIYI's ARM hit a record high of 15.98 yuan, and the application of AIGC in the film and entertainment sector has made progress.

The 'Top Ten Scientific Advances in China 2023' highlights technologies in fields such as artificial intelligence and quantum, selected from over 600 scientific research results. Organized by the National Natural Science Foundation of China and determined by votes from more than 2,100 high-level experts, this event has been successfully held 19 times since its launch in 2005.

The 2023 Annual 'Top Ten Scientific Advances in China' has been released. AI large models bring new breakthroughs for accurate weather forecasting, revealing mechanisms of how dark matter in the human genome drives aging, discovering the existence of a 'tangible' biological clock in the brain and its rhythmic regulation mechanisms, analyzing the salt-alkali tolerance mechanisms of crops and their applications, achieving precise manipulation of DNA from single base pairs to ultra-large segments using new methods, revealing new mechanisms of DNA replication initiation in human cells, discovering the narrow jet of the brightest gamma-ray burst in history and its trillion-electron-volt photon emissions, and developing bosonic error correction to extend qubit lifespans, as well as revealing light-sensing regulation mechanisms for glucose metabolism.

iQIYI's revenue in 2023 is 31.9 billion with a net profit of 2.8 billion; plans to develop AIGC and overseas expansion as new businesses.

Baidu's net profit increased by nearly 40% in 2023, with total revenue of 134.598 billion yuan and net profit of 28.7 billion yuan. In the fourth quarter, Baidu's net profit was 7.755 billion yuan, with core revenue of 103.465 billion yuan. The monthly active users of Baidu App reached 667 million, and Baidu Smart Cloud generated total revenue of 8.4 billion yuan in the fourth quarter. Large models contributed approximately 660 million in incremental revenue for cloud business. The inference cost of the Wenxin large model has been reduced to 1% of the version from last March, with daily invocation exceeding 50 million times and total applications surpassing 50 million times on the AI chip.

Baidu announced its Q4 and full-year financial report for 2023, with total revenue of 134.598 billion yuan and a net profit of 28.7 billion yuan. Revenue growth in Q4 was slightly slower than market expectations, while net profit surged by 44%. Baidu's AI development has been slow, and the market has not acknowledged this, leading to poor stock performance. However, Baidu still has a presence in the domestic AI field, with increasing usage of Wenxin Yiyan and Wenxin large model. Baidu is working hard to make the Wenxin large model a new growth point, collaborating with companies like Samsung and Honor. Baidu's PaddlePaddle community has become an AI learning and training community for AI learners. Baidu has launched multiple initiatives.

In Q4 2023, Baidu's revenue grew by 6%. The company's core business revenue reached 27.5 billion yuan, an increase of 7% year-on-year. Baidu's stock price fell by 2.1%. Robin Li is firmly investing in generative AI.

iQIYI released its fourth quarter and full year 2023 financial report data, along with the content of the iQIYI management conference call discussing strategies and new business developments for 2024, the application of generative artificial intelligence technology in the film and television industry, and iQIYI's content advantages and competitive strategies.

Baidu's net profit for 2023 surged 39% to 28.7 billion yuan. Baidu's total revenue for the entire year of 2023 is 134.598 billion yuan. Baidu's total revenue for the fourth quarter of 2023 is 35 billion yuan. Baidu's net profit under non-GAAP for 2023 reached 28.7 billion yuan.

In 2023, the overseas expansion market scale of online literature exceeded 4 billion yuan, with around 230 million overseas users covering over 200 countries and regions worldwide. China's online literature market size increased by 3.8% year-on-year, and the online literature IP market size reached 260.5 billion yuan, up 3.4% year-on-year. The driving forces behind the growth of online literature IP include the gradual maturity of the IP pre-development model, significant incremental contributions from sectors such as film, animation, and short dramas, as well as AI technology facilitating the online literature IP ecosystem. The growth rate of the domestic online literature market is slowing down.

The launch of GPT-4 features multimodal capabilities surpassing its predecessors, leading AI technology development. Baidu introduces Wenxin Yiyan, initiating the domestic multimodal competition with a user base exceeding 100 million. AI Sun Yanzi emerges, triggering controversies over AI music synthesis and copyright. Maoyake Camera launches, sweeping social media and igniting a trend in AI photography products. The state releases 'Interim Measures for the Management of Generative Artificial Intelligence Services' to regulate the AIGC industry.

Recent surveys show that AI experts are astonished by the incredible pace of artificial intelligence development, highlighting the division between acceleration proponents and doomsayers in the tech community. The findings indicate that AI experts generally perceive a trend of comprehensive acceleration, with the feasibility of 32 different AI-related tasks brought forward by 1.0 years. For advanced machine intelligence (HLMI) and fully autonomous (FAOL) systems, experts believe their arrival times have been advanced by 13 years and 48 years, respectively, reflecting an optimistic outlook on the pace of automation. 15.6% of experts believe in the speed of AI development.

In 2023, 23 new unicorn companies related to large models emerged, with a peak valuation of $184 billion. A significant proportion of these new unicorns are startups focusing on large language models and video generation. Among the new unicorns in China, 6 come from various sectors including large language models, video generation, and robotics. Major investors include leading tech companies such as Google, Microsoft, Tencent, and Alibaba. 2023 is considered a pivotal year for the emergence of unicorns.

In 2023, domestic large models have risen, facing challenges in computing power, characterized by 'external sanctions and internal development'. The ban has pushed domestic GPU chips into the spotlight, with Huawei Ascend and Cambricon becoming the focus. The computing power issue remains severe, and public cloud providers are addressing computing demands by 'centralizing computing power and substituting cloud for cards'. Data has become a key factor in the quality of large models, and high-quality language data may be exhausted, with a scarcity of Chinese datasets. In the future, companies may need to invest in finding quality data, with platforms like Zhihu and Douban potentially seizing development opportunities.

2023 is referred to by McKinsey as the 'Year of Generative AI Explosion', with AI technology thriving in various industries. The application of AI in brand marketing is rapidly evolving, with 8.3% of the award-winning works at the Cannes Lions International Festival of Creativity mentioning artificial intelligence. Industry leaders share 11 captivating cases of AI + brand marketing in 2023, including McDonald's innovative Spring Festival marketing with Karen X Cheng and the 'McDonald's Museum Series' created by the Potato Person. The application of AI technology not only inspires creativity but also deeply explores consumer behavior data.