Chinese Tech Giants Alibaba And Tencent Ramp Up AI Investments, With Nearly A Third Of Deals Since 2023 Aimed At AI Startups
Chinese Tech Giants Alibaba And Tencent Ramp Up AI Investments, With Nearly A Third Of Deals Since 2023 Aimed At AI Startups
Chinese tech giants Alibaba Group Holding Ltd (NYSE:BABA) and Tencent Holdings Ltd (OTC:TCEHY) are significantly increasing their investments in artificial intelligence startups, despite a general decrease in their overall investments.
中國科技巨頭阿里巴巴集團控股有限公司（紐交所：BABA）和騰訊控股有限公司（場外交易：TCEHY）正在大幅增加對人工智能初創公司的投資，儘管它們的整體投資總額有所下降。
What Happened: Since 2023, Alibaba and Tencent have directed 40% and 30% of their deals in China, respectively, toward AI startups, marking record-high investments in the sector for both companies, reported The Wall Street Journal on Wednesday.
自2023年以來，阿里巴巴和騰訊分別將其在中國的交易中的40%和30%引導到人工智能初創公司，創下了公司在該行業的創紀錄投資，星期三《華爾街日報》報道。
Despite these challenges, both companies have identified AI as a strategic priority. They aim to leverage the technology to strengthen their market influence and technological edge.
儘管面臨這些挑戰，兩家公司都將人工智能視爲戰略重點。他們旨在利用這項技術加強其市場影響力和技術優勢。
This renewed focus on AI is seen as a move to drive profits and expand their cloud services, which offer access to AI computing power and foundational AI models developed in-house. Wei Sun, senior analyst at market research firm Counterpoint Research stated "Investment in AI startups is a strategic effort to strengthen their technological edge and expand market influence," according to the report.
對人工智能的這一更新的關注被視爲推動利潤增長和擴大其雲服務的舉措，其雲服務提供了內部開發的人工智能計算能力和基礎人工智能模型。市場研究公司Counterpoint Research的高級分析師孫偉表示"對人工智能初創公司的投資是加強技術優勢和擴大市場影響力的戰略舉措"，報告稱。
"Generative AI holds massive business potential, and no tech giant would want to miss the opportunity," Charlie Dai, an analyst at market research company Forrester said, according to the report. "Investing in leading startups, even [ones that have already received investment from] competitors, will help tech giants to grasp the opportunities as much as they can."
"生成式人工智能擁有巨大的商業潛力，任何科技巨頭都不希望錯過這個機會，"據報告稱，市場研究公司Forrester的分析師戴超表示"投資於領先的初創公司，甚至【已經獲得競爭對手投資的公司】，將幫助科技巨頭儘可能多地抓住機遇。"
Alibaba and Tencent have been instrumental in the growth of six Chinese AI startups, each valued at over $1 billion. These startups, known as China's "Little Artificial-Intelligence Dragons," have received significant funding from both companies.
阿里巴巴和騰訊在六家中國人工智能初創公司的增長中發揮了重要作用，每家公司的估值均超過10億美元。這些初創公司被稱爲中國的"小人工智能巨頭"，它們分別得到了來自這兩家公司的重大資金支持。
Why It Matters: The increased investment in AI startups by Alibaba and Tencent is a significant development in the global AI landscape. This move comes at a time when Asian startups are challenging the dominance of NVIDIA Corp. (NASDAQ:NVDA) in the AI chip market by developing more energy-efficient and cost-effective chips for specific AI applications.
其重點：阿里巴巴和騰訊加大對人工智能初創公司的投資是全球人工智能領域的重大發展。此舉發生在亞洲初創公司挑戰英偉達公司 (NASDAQ: NVDA) 在人工智能芯片市場的主導地位，通過開發更加節能高效的用於特定人工智能應用的芯片。
Alibaba, in particular, has been heavily investing in generative AI, claiming that its new AI models outperform Meta Platforms Inc.'s (NASDAQ:META) Llama 3 in specific tasks. The company is also set to launch an AI-powered conversational sourcing engine in September to enhance the buying and selling of goods online.
尤其是阿里巴巴，一直在大力投資生成AI，在特定任務中，其新的AI模型聲稱勝過了Meta Platforms Inc.（納斯達克代碼：META）的Llama 3。該公司還計劃在9月份推出一款基於人工智能的對話式採購引擎，以提升在線商品的買賣。
Furthermore, SoftBank Group (OTC:SFTBY) recently acquired UK-based chipmaker Graphcore to bolster its AI capabilities. This acquisition highlights the growing importance of AI infrastructure, including semiconductors and systems, in the tech industry.
此外，軟銀集團（場外交易代碼：SFTBY）最近收購了英國芯片製造商Graphcore，以增強其人工智能能力。這項收購凸顯了在科技行業中，包括半導體和系統在內的人工智能基礎設施越來越重要。
Top Analyst Says Nvidia Poised For Strong Q2 Results: 'There's Still A Ton Of Spending On The AI Chips'
頂尖分析師表示，英偉達有望在Q2取得強勁的業績：「在人工智能芯片上仍存在大量支出。」
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
這個故事是使用Benzinga Neuro生成的，並由Kaustubh Bagalkote編輯