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NEWS ON 02/21

1.LINGANG SPECIAL AREA HAS BIG PLANS FOR XR INDUSTRY

临港发力XR产业:3至5年规模破百亿

2.CHATGPT - MORE THAN A BUBBLE,ITS A MILESTONE - BUT FOR WHAT?

ChatGPT是泡沫还是里程碑

3.CHINA ISSUESGLOBAL SECURITY INITIATIVE CONCEPT PAPER

中国发布《全球安全倡议概念文件》

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1. LINGANG SPECIAL AREA HAS BIG PLANS FOR XR INDUSTRY

临港发力XR产业:3至5年规模破百亿

Lingang Special Area officials rolled out an action plan today to support the development of the extended reality industry, or “XR”, a combination and super-set of Augmented Reality, Virtual Reality, and Mixed Reality. One official said the industry could be worth 10 billion yuan within three to five years. Zhang Yue takes a look.

上海临港新片区今天(2月21日)发布了《临港新片区加快XR产业集聚发展行动方案》,以支持“XR”产业的发展。XR即扩展现实,是AR(增强现实)、VR(虚拟现实)、MR(混合现实)的组合和超级集合。据悉,XR产业价值在三到五年内有望突破100亿元。记者张乐带来报道。


An optical devices maker from Ningbo City, Zhejiang Province said it is going to invest more than 10 billion yuan to build a production base in Lingang. The company said it will be used for research on semiconductor optics products, including waveguide, one of the main technologies for augmented visualization in AR and MR.

浙江省宁波市的一家光学器件制造商表示,他们将投资100多亿元在临港建立一个生产基地。该生产基地将用于半导体光学产品的研究,包括波导研究。波导是AR和MR中增强视觉的主要技术之一。


Yuankai Zhang, Product Manager, Shunyu Aolai Semiconductor Optoelectronics

张元凯 舜宇奥来技术 产品经理

“We are hoping for mass production of AR waveguide, and to grow big in the industry. Our goal is to produce 100 million pieces of waveguide every year from 2024 to 2026.”

“我们希望大规模生产AR波导,并在行业内做大。我们的目标是,从2024年到2026年,每年生产1亿件波导。”


With total investment of 17.7 billion yuan, 14 other companies have also located in Lingang. The projects include computer chips, AI display technology, and hash power, a measuring unit for the processing power of a cryptocurrency miner or network.

另有14家公司也同样落户临港,总投资达177亿元。这些公司的项目涵盖计算机芯片、人工智能显示技术和哈希值(一种衡量电子货币矿工或网络处理能力的单位)等领域。


Yu Lu, Head of High-tech Industry and Sci-tech Innovation Division of Lingang Special Area Administration

陆瑜 临港新片区管委会高科处 负责人

“We are trying to bring upstream and downstream companies together, making Lingang a cluster within the XR industry. This is why we look at companies capable of producing terminal products, and companies that manufacture the most core parts in the industry chain.”

“我们正在努力将上游和下游的公司聚集在一起,使临港成为XR产业中的一个集群。这就是为什么我们看重能够生产终端产品的公司,以及制造产业链中最核心部件的公司。”


XR technology is the combination of human and computer-generated graphics interaction. It’s already been used in the entertainment, real-estate, education, and healthcare industries. Last year, 9.7 million units with XR technology were produced globally, and business insiders predict it will grow 31.5% this year.

XR技术是人类和计算机生成的图形交互的结合。它已经被应用于娱乐、房地产、教育和医疗行业。去年,全球XR出货量达到970万台,业内人士预测今年将同比增长31.5%。


2. CHATGPT - MORE THAN A BUBBLE,IT’S A MILESTONE - BUT FOR WHAT?

ChatGPT是泡沫还是里程碑?

Plenty of buzzwords have emerged from the tech world over the years. Some have become a part of the language, while others wound up being nothing more than bubbles. The most recent one is ChatGPT. Our reporter Zhang Shixuan has been looking into its value and the reasons why it has gone viral at such incredible speed in the AI world, and in the capital market too.

近年来,科技界出现了大量的流行词。一些成为了语言的一部分,而另一些则最终成为泡沫。最近的一个流行词是ChatGPT,它在人工智能界和资本市场上以惊人的速度走红。记者张诗旋带您探索其价值与背后的原因。


Kai Yu, Professor of Shanghai Jiao Tong UniversityCo-FounderChief ScientistAISpeech

凯 上海交通大学教授 思必驰联合创始人兼首席科学家

“It could be a bubble, but it has real value.”

“它可能是一个泡沫,但它有真正的价值。”

“It is a general intelligence. So it’s really a great milestone.”

"它是一种普遍的智能。所以它真的是一个伟大的里程碑。”

“For those kinds of competition, I would think is quite intensive.”

“对于这些种类的竞争,我会认为是相当密集的。”


It has in its own name described just what it is - a Chat Generative Pre-trained Transformer.

ChatGPT的名字正好描述了它的性质——一个聊天生成的预训练转化器。


You don’t feel strange or bored, or even tired after talking to a robot on the other side of the screen for a while. In only two months the new comer has proved to 100 million users just how useful intelligent services like this can be.

在与屏幕另一边的机器人交谈一段时间后,你不会感到奇怪、无聊或疲惫。在短短两个月内,这个新事物已经向1亿用户证明了像它这样的智能服务可以最大程度地便捷人们的生活。


Kai Yu, Professor of Shanghai Jiao Tong UniversityCo-FounderChief ScientistAISpeech

凯 上海交通大学教授 思必驰联合创始人兼首席科学家

“It’s a milestone of AGI, which is Artificial General Intelligence. It’s not specifically designed for a domain, and it can evolve. It can learn something without changing the parameters by experts. It has the ability of coding, generating procedures,... we call it the chain of thoughts,visibility that has never been seen.”

“ChatGPT是AGI,即通用人工智能的一个里程碑。它不是专门为某个领域设计的,而且它可以进化。它可以在不改变专家参数的情况下学习一些东西。它有编码、生成程序的能力......我们称它为思想链,从未见过的可见性。”


And no wonder its commercial value has risen so quickly. Microsoft - one of the bot’s biggest investors has already announced plans to incorporate the tech into its products. And the original developer OpenAI itself is charging 20 US dollars a month for a premium version.

ChatGPT的商业价值也飞速上涨。微软——该机器人最大和最早的投资者之一,已经宣布计划将该技术纳入其产品。而最初的开发商OpenAI将收取每月20美元的高级版ChatGPT订阅费。


That’s turned out to be a catalyst for pushing companies and the whole industry a big step forward. A large number of Chinese tech firms - internet giants, AI developers and even e-commerce firms have been flocking to the field. They’re thinking, “how can I miss this great opportunity?”

不仅如此,ChatGPT也变成了推动企业和整个行业大步前进的催化剂。大量的中国科技公司——互联网巨头、人工智能开发商,甚至是电子商务公司都不甘落后,涌入了这一领域。


IFLYTEK(Written Reply)

科大讯飞

“We started working on the generative pre-trained model last December. IFLYTEK’s AI study machine will become the first product to have this technology. We will hold more debuts on May 6th, 2023.”

“我们于2022年12月份进一步启动生成式预训练大模型任务攻关,科大讯飞AI学习机将成为该项技术率先落地的产品,将于2023年5月6日进行产品级发布。”


JD.com(Written Reply)

京东

“The ChatJD intelligent dialogue platform is expected to have a capacity of 100 billion parameters.”

“京东将推出ChatJD智能人机对话平台,预计参数量达千亿级。”


And ChatGPT has also been noticing the trend.

ChatGPT也在不断根据需求的改变调整自身的性能。


Kai Yu, Professor of Shanghai Jiao Tong UniversityCo-FounderChief ScientistAISpeech

凯 上海交通大学教授 思必驰联合创始人兼首席科学家

“We need to do things as fast as possible because those kinds of AGI has the ability of evolution. By saying evolvement(evolution), I mean, the more people interact with ChatGPT, the smarter it will be.”

“我们需要尽可能快地做事情,因为这些类型的AGI有参与的能力。因为人们与ChatGPT的互动越多,它就越聪明。所以它可以在训练数据方面有所发展。”


The company - at which Yu was a founder, AI Speech - is one of China’s first startups specializing in AI dialogue techniques. It’s one of the local firms anxious to move forward, but the whole development process takes time.

俞凯同时是AI Speech公司的创始人之一,该公司是中国第一批专门从事AI对话技术的初创公司之一,致力于发展中国的本土AI对话机器人,但这一过程需要一定的研发时间。


Kai Yu, Professor of Shanghai Jiao Tong UniversityCo-FounderChief ScientistAISpeech

凯 上海交通大学教授 思必驰联合创始人兼首席科学家

“ChatGPT is about 170 billion parameters. But for us, it’s just a few to 10 billion - that scale. But we have prepared for this with all the engineering techniques, experience and data, in terms of algorithms. Because we have a lab with Shanghai Jiao Tong University. We have developed, for example, a general model for dialogue systems.Those kinds of techniques form the algorithm foundation for us.”

“ChatGPT大约是1700亿个参数。但对我们来说,这只是几个到100亿个的这种规模。但我们已经用所有的工程技术、经验和数据,在算法方面做了准备。因为我们与上海交通大学有一个实验室,我们已经开发了类似对话基础模型等智能机器人。这是一个用于对话系统的一般模型。这些技术构成了我们的算法基础。”


With just half a month to go before Baidu’s official launch of its ChatGPT-like product, ERNIE Bot, several media houses and companies have already announced to join the ecosystem.

距离百度正式推出类似ChatGPT的产品ERNIE Bot(文心一言)仅有半个月的时间,一些媒体机构已经签署协议,加入这个生态系统。


Zhu Keli, Founding Chairman of China Institute of New Economy

朱克立 国研新经济研究院创始院长

“Different from the previous AIGC, Baidu’s product will have more intelligent algorithms, and save more on operational costs. In recognition capability, it uses its self-developed semantic analysis algorithm based on natural language processing. Once launched, it will effectively expand and improve services in searching and chatting.”

“和之前的AIGC(人工智能生成内容)不同,(百度这次的产品)可能算法更加智能化,同时也更节省运营成本。认知能力方面将采用自研的基于自然语言处理的语义分析算法。在发布之后有效拓展改善在搜索聊天的服务。”


Coming together, they could all be a game changer - and to the capital market as well.

这类智能对话服务的到来,可以改变多数行业的游戏规则,而对资本市场也是如此。


Chen Ping, Fund Manager,HSBC Jintrust China Technology Equity Fund

陈平 汇丰晋信中国科技股票基金经理

“Every year, the capital market pays attention to several dozens or even hundreds of concepts, most of which were quickly forgotten by the public. But when we look at ChatGPT, it has very quickly attracted applications. Later, we expect to see some concepts of information technology application innovation and data assets, plus some new policies. Those will ensure capital’s enthusiasm for the computing sciences lasts longer.”

“资本市场每年都会炒作很多概念,可能几十个甚至上百个都有,大多数概念是炒一段时间之后大家就忘了。但是我们可以看到ChatGPT这个概念,它在炒作的同时,也进行了落地。我们可能还会看到一些信创、数据资产这个概念,到时候又有新的政策预期,这样的话就会导致整个计算机的行情延续程度会比之前要长。”


And of course users have already seen some shortcomings of the bots - failure to give out correct answers, or faking some facts. It looks like more training might be needed.

当然,业界也已经看到了这类机器人的弊端。他们可能未能给出正确的答案,可能涉及伪造事实,因此这类机器人还需要更多的培训与学习。


Kai Yu, Professor of Shanghai Jiao Tong UniversityCo-FounderChief ScientistAISpeech

凯 上海交通大学教授 思必驰联合创始人兼首席科学家

“Training GPT on 1,000 GPU cards will take several months. And if your card is not that good, it may take half a year.”

“在1000个GPU卡上训练GPT将需要几个月的时间。而如果你的卡没有那么好,可能需要半年时间。”


While ChatGPT has a capacity of more than 170 billion parameters, Baidu’s large model claims to host 260 billion. Its launch is coming soon, and that will be something to talk about.

ChatGPT可以处理1700多亿个输入参数,而百度的大型模型声称可以承载2600亿个。其发布的到来,将引起人们的讨论。


3. CHINA ISSUESGLOBAL SECURITY INITIATIVE CONCEPT PAPER

中国发布《全球安全倡议概念文件》

China officially released a document on its global security initiative today. The paper details the ideas and principles of the initiative, and clarifies cooperation mechanisms to safeguard world peace.

中国今天(2月21日)正式发布了一份关于全球安全倡议的文件,该文件详细阐述了该倡议的想法和原则,并明确了维护世界和平的合作机制。


Chinese Foreign Minister Qin Gang said at a forum in Beijing that the paper firmly supports a UN-centered security governance structure, and supports its efforts to prevent war and manage post-war reconstruction. He also called for major countries to play a leading role on global security issues, reject hegemony and bullying and work to build a peaceful coexistence, that provides stable and balanced relations.

中国外交部长秦刚在北京的一个论坛上说,该文件坚决支持以联合国为中心的安全治理结构,并支持其防止战争和管理战后重建的努力。他还呼吁主要国家在全球安全问题上发挥主导作用,拒绝霸权和欺凌,努力实现可提供稳定和平衡关系的和平共处。


Qin said it has been a year since the Ukraine crisis has escalated, and the situation has attracted international attention. China will continue to promote peace talks, provide Chinese wisdom for a comprehensive solution to the Ukraine issue, and work with the international community to promote dialogue and consultation to address the concerns of all parties to seek common security.

秦刚表示,乌克兰危机升级已经一年了,局势已经引起国际社会的关注。中国将继续推动和谈,为全面解决乌克兰问题提供中国智慧,与国际社会一道推动对话协商,解决各方关切,寻求共同安全。



#热词加油站

optics /ˈɒptɪks/【光学】

waveguide /ˈweɪvˌɡaɪd/【波导】

premium /ˈpriːmiəm/【高品质的】

parameter /pəˈræmɪtə(r)/【参数】

algorithm /ˈælɡərɪðəm/【算法】


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