如何看待AI产业的商业模式？

💸如何看待AI产业的商业模式？
💸How to View the Business Model of the AI Industry?
🔍面对AI产业的投资热潮，中文EMBA第32班学员程瀚（Opfinity Investment创始合伙人）分析指出，生成式AI的诞生节省了大型企业的用人成本，大大提高了办公效率与投放收益。💼如今，如今，以ARM为代表的上游硬件企业通过授权费用与市场扩张，净利润稳步提升；以Meta为首的下游软件企业已经加大了AI芯片与算法的投入，抢先部署了万亿级大模型。今后几年，随着模型规模的进一步提升，现有大模型又将下放惠及各类中小企业，在大众市场实现从研发到盈利的逐级循环。💡通过追踪当下市场需求，不难发现AI产业的这一商业模式大有可为。#新加坡国立大学EMBA #商学院 #校友分享 #人工智能 #商业模式 #降本增效 #市场展望
🔍Amid the investment frenzy in the AI industry, Cheng Han, student from NUS EMBA-C Intake 32 and a founding partner of Opfinity Investment, analyzes that the advent of generative AI has significantly reduced labor costs for large enterprises, greatly improving office efficiency and investment returns. 💼Today, Upstream hardware companies, represented by ARM, have steadily increased their net profits through licensing fees and market expansion; downstream software companies, led by Meta, have increased their investments in AI chips and algorithms, taking the lead in deploying trillion-level large models. In the coming years, as the scale of models continues to expand, existing large models will be increasingly accessible to various small and medium-sized enterprises, creating a step-by-step cycle from research and development to profitability in the mass market. 💡By tracking current market demand, it is evident that the business model of the AI industry holds great promise. #EMBA #nusembac #BussinessSchool #AlumniInsights #AI #BusinessModel #CostReduction #MarketOutlook