The new generation of domestic “AI” king? After Alibaba, Tencent, and Baidu, Huawei’s version of ChatGPT is also coming

Recently, media reported that Huawei will release a multi-modal 100 billion-level large-scale model product directly targeting ChatGPT on July 7, called "Pangu Chat".

According to the China Trademark Network, Huawei Technologies Co., Ltd. has recently applied to register two "HUAWEI NETGPT" trademarks. The international classification is scientific instruments and website services. The current trademark status is under application. In addition, Huawei has successfully registered multiple "PANGU" and "PANGU" trademarks.

In terms of the market, the ChatGPT concept is active. As of 13:59 on June 5, the ChatGPT concept sector index reported 1698.253 points, an increase of 2%, with a transaction volume of 54.56 billion yuan, and a turnover rate of 4.11%.

Huawei enters the large model field

With the rapid popularity of ChatGPT around the world, the craze in the field of AI large models has swept from abroad to China and heated up rapidly. At present, giants such as Alibaba, Tencent, Baidu, and 360 are accelerating the layout of large models. Huawei's entry means that in the field of large models, giants such as Alibaba and Tencent will face strong opponents.

Huawei has begun to lay out large models since 2020. The Pangu large model is composed of a CV (computer vision) large model, a scientific computing large model, an NLP (natural language processing) large model, a speech large model, and a multi-modal large model. The series will be officially released in April 2021.

Currently, the Pangu model has been verified in more than 100 industry scenarios, including energy, retail, finance, industry, medical, environment, logistics, etc. The application of the Pangu model can be seen from the two dimensions of industry and scenario. ：

Large-scale computer vision models can be applied in industrial quality inspection, logistics warehouse monitoring, fashion auxiliary design and other fields. NLP large models are applied in fields such as intelligent document search, intelligent ERP, and small language large models. Large scientific computing models can be used in fields such as weather forecasting and wave prediction.

In terms of scenes: The large model of Pangu Mine realizes functions such as panoramic video splicing of fully mechanized mining scenes to ensure safe production; the large model of CV realizes that the accuracy of the trackside image detection system for truck faults exceeds that of human inspectors; the large model of meteorology realizes the accuracy of beyond traditional forecasting methods.

The core positioning of the Huawei Cloud Pangu large model is to empower all walks of life and is divided into three levels: L0 is a basic general large model similar to GPT3; L1 is a basic model combined with industry data for hybrid training Large industry models have been released for mining, meteorology, medicine, molecules, electricity, waves, finance and other industries; L2 is a deployment model generated after deploying L1 in specific downstream business scenarios, such as financial OCR models, electric power Inspection model, etc.

It is worth mentioning that compared with the early market, which paid more attention to high-frequency C-end creative applications in the interpretation of AI application market, "Pangu Chat" is mainly aimed at To B/G government and enterprise customers, which can be said to be " Find another way.”

Picture source: Visual China

Huawei: The underlying technology is no less than ChatGPT, and the computing power is no problem at all

According to the China Securities Journal, on May 26, at the Zhongguancun Forum, when asked by a China Securities Journal reporter whether Huawei was confident in hosting applications of the scale of ChatGPT, Zhou Bin, CTO of Huawei’s Ascend Computing Business, responded that there was no such thing. question. "We have served dozens of domestic partners' large-scale models. At least in terms of the scale of the underlying technology software and hardware, Huawei is no less than ChatGPT. We have gone through large-scale verification of the computing power requirements required by ChatGPT, and there is no need for it at all. It’s a problem.” Zhou Bin said.

Zhou Bin said in his speech at the artificial intelligence open ecosystem construction sub-forum that Huawei supports the adaptation of AI open source large models based on the "Ascend Ascend" full-stack software and hardware integration capabilities. Huawei has done a lot of work to support distributed training of large-scale models, especially automated parallel processing based on the MindSpore AI framework, which can greatly reduce the development and debugging work of large models.

These industry chain related stocks may benefit

In this regard, brokerage firms believe that Huawei’s Pangu large model is expected to become the leading large model in the country and empower various industries, and the software and hardware companies in its ecological industry chain are expected to experience accelerated development. With the atmosphere of domestic and foreign giants actively developing AI models, coupled with thematic dividends such as information innovation, domestic substitution, and information security, software is expected to become one of the main lines of segmentation this year.

According to the perspective of China International Finance Securities, the Pangu large model has a high degree of generalization ability and can be applied to a variety of complex industry scenarios. With the opening of the Pangu large model, developers from all walks of life no longer have to "start from scratch" and only need to find the models they need on the cloud. The Pangu large model is equivalent to a common "wheel" for AI in various industries, helping all walks of life. Industry accelerates intelligent transformation.

Soochow Securities believes that the advantages of Huawei's Pangu model lie in its talent reserve and independent control of computing power. It is expected to become the leading large model in the country, and its ecological industry chain targets are expected to accelerate development. Huawei Pangu model compiled by Soochow Securities The relevant stocks of the model industry chain are as follows:

(The opinions in this article are for reference only and do not constitute investment advice. Investment is risky, so please be cautious when entering the market.)

Upstream News Comprehensive Financial News Agency, China Securities Journal, China Daily, Securities Times, etc.

Editor: Li Zhoufang

Editor: Zhang Songtao

Review: Feng Fei

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