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Tech giants and beyond are set to spend over $it on Al capex in coming years,with so far little to show for it. So, will this large spend ever pay ... [详细...]
文件大小: | 32 页 PDF 2025-02-07 -
核心观点 人工智能动态:1)产品应用:OpenAI推出专用AI工具:能识别DALL?E3生成的图片;谷歌推出AlphaFold3模型,用于预测所有生命分子;英伟达ChatRTX聊天机器人发布0.3版本,新增照片搜索、AI驱动的语音识别等一系列功能;三星AI推理芯片Mach-1即将原型试产。 2)底层... [详细...]文件大小: | 11 页 PDF 2024-05-13
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A large share of these global experts and analysts mentioned the great gains they expect, yet they focused their responses mostly on expressing wor... [详细...]
文件大小: | 158 页 PDF 2025-04-18 -
Welcome to our report on the forces shaping AI and automation through 2025 and beyond. Our goal is to provide you with the information and “future-... [详细...]
文件大小: | 13 页 PDF 2025-04-17 -
Large language models have garnered interest worldwide owing to their remarkable ability to “generate” human-like responses to natural language que... [详细...]
文件大小: | 29 页 PDF 2025-02-17 -
The rapid advancement of artificial intelligence (AI) will have a wideranging impact on multiple spheres including politics, security and global ec... [详细...]
文件大小: | 12 页 PDF 2024-09-14 -
This paper studies the effects of artificial intelligence (AI) on sectoral and aggregate employment, output and inflation in both the short and lon... [详细...]
文件大小: | 42 页 PDF 2024-05-03 -
投资要点本周观点更新外部看,中外企业积极布局AIGC技术,从技术到应用逐步递进发展。从微软将AI融入Bing及Edge,谷歌的Bard发布,再到百度、阿里、京东、抖音、华为、腾讯均在AIGC或ChatGPT或AI等布局或产品后续拟推出,企业持续投入也有助于推动行业发展;迎峰会,2023年2月25日全... [详细...]文件大小: | 21 页 PDF 2023-02-12
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无论统计是否纳入CNKI,中国和美国都是2020年AI研究成果的最大贡献者。当纳入CNKI后,有附属中国作者的AI出版物数量从61,999篇飙升到254,098篇,CNKI收录了192,099篇AI出版物。通过对比2010-2020年期间,来自美国、中国和世界其他地区的AI出版物份额数据,可以看出,... [详细...]文件大小: | 39 页 PDF 2022-08-15
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投资要点本周通信行业涨势火热,光模块行业涨幅最优,板块龙头中际旭创、天孚通信的周涨幅分别达到了34.55%、37.21%,股价也创下历史新高,产业链相关的光芯片、通信设备公司也有亮眼表现,反映出AI行情在下游硬件设备领域的拉动效果不断显现。人工智能方面,美国当地时间6月13日芯片巨头AMD举办第四代... [详细...]文件大小: | 39 页 PDF 2023-06-19
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报告重点分析生成式AI对中年及老龄化劳动力的影响及其应对策略。基于对美国及欧洲45岁以上职场人群与雇主的调研,报告揭示了职场年龄偏见在AI时代可能加剧的趋势,以及如何通过AI工具提升老龄员工的生产力和工作质量。报告强调,尽管中年及老龄员工的AI使用率较低,但其通过自学成为“深度用户”的潜力巨大... [详细...]
文件大小: | 15 页 PDF 2024-11-08 -
The era of generative AI is driving unprecedented investment and change in the retail and consumer goods industry. When implemented at scale, gen A... [详细...]
文件大小: | 9 页 PDF 2024-10-25 -
Policymakers are rightfully concerned that bad actors will exploit advances in generative AI to create realistic media that appears to show people ... [详细...]
文件大小: | 5 页 PDF 2025-05-09 -
We document historical patterns of workers' transitions across occupations and over the life-cycle for different levels of exposure and complement... [详细...]文件大小: | 52 页 PDF 2024-06-18
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服务器出货复盘。复盘全球及国内服务器出货情况,服务器出货有明显周期特征,2025年或为下一轮上行周期,国产算力厂商有望迎来新一轮增长。 互联网大厂资本开支复盘。盘国内互联网大厂如百度、阿里、腾讯的资本开支情况,阿里、腾讯资本开支均在2024年同比显著上行,按照历史规律,百度或将在2025年迎来资本开... [详细...]文件大小: | 19 页 PDF 2025-01-03
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This document provides a summary and an analysis of the most significant themes and key insights from the foresight exercise delivered by Aspen Dig... [详细...]
文件大小: | 24 页 PDF 2025-03-03 -
本周的计算机周报我们对23年计算机行情的演绎进行回顾,并对24年进行简单的展望。从全年维度看,申万计算机行业指数23年整体上涨8.97%,位于31个行业的第3位。回顾全年计算机行情的演绎,整个板块的走势“先扬后抑”:年初一波的计算机行情,我们认为是22年10月份信创行情的延续,伴随围绕数据要素、数据... [详细...]文件大小: | 9 页 PDF 2024-01-02
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This paper introduces a novel measure of firm-level Artificial Intelligence (AI) Research & Development—the AIR Index—derived from the semantic... [详细...]
文件大小: | 26 页 PDF 2025-02-19 -
Misk Foundation, in partnership with the Digital Cooperation Organization (DCO) and Accenture as knowledge partners, has taken the lead in developi... [详细...]
文件大小: | 70 页 PDF 2025-04-25 -
英文标题:On the Opportunities and Challenges of Foundation Models for Geospatial Artificial Intelligence中文摘要:通过在多个地理空间子领域进行测试,发现在某些文本模态的地理任务中,基于任务不可知的大型语... [详细...]文件大小: | 37 页 PDF 2023-04-22