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HomeTechnology peripheralsAIOn the first day of Arm's listing, Masayoshi Son: AI will significantly surpass human intelligence and the benefits outweigh the disadvantages! [With AI industry forecast]

Arm上市首日,孙正义:AI将大幅超越人类智力 利大于弊!【附AI行业预测】

Arm is a British chip design company. The Arm architecture chips it designs are widely used in mobile devices, embedded systems, and the Internet of Things. Arm does not directly produce chips, but licenses its designs to other companies and charges corresponding licensing fees. Arm architecture chips are widely recognized for their low power consumption, high performance and high customizability

On September 14, Arm went public. SoftBank CEO Masayoshi Son said that artificial intelligence can help solve some of the world’s biggest problems and may surpass human intelligence. Humans are the most intelligent creatures on earth – and artificial intelligence will vastly surpass human intelligence.

Sun Zhengyi also said that what is certain is that if not handled properly, artificial intelligence will indeed pose some threats to human beings. He compared the dangers of potential misuse of AI to speeding or drunk driving. But, more positively, he noted, AI could also help solve critical world problems such as disease, or help mitigate or recover from natural disasters

On the first day of the IPO, Arm's stock opened up 10%, quoted at $56.10, and once rose by about 30% during the session. As of the close, Arm's stock price rose 24.69% and was quoted at $63.59. Based on the closing price, Arm's market capitalization is US$65.248 billion. If restricted stock units are taken into account, Arm's fully diluted valuation is close to US$68 billion

National Artificial Intelligence Industry Development Scale

Artificial intelligence technology is the product of the intersection and integration of computer science and technology and other related disciplines since the 21st century, including robot system design technology, natural language processing and data mining technology. China is the world's second largest artificial intelligence market. With the continuous advancement of my country's new infrastructure and new economy, the application of AI technology in various fields continues to deepen. In 2022, the scale of my country's artificial intelligence market will reach 484.9 billion yuan. With policy support, market supply and demand both increasing, my country's artificial intelligence industry is expected to maintain rapid growth in the future. The market size of my country's artificial intelligence industry is expected to reach 581.9 billion yuan in 2023, and the market size is expected to exceed 1.4 trillion yuan in 2028. yuan, with an average annual compound growth rate of approximately 20% from 2023 to 2028.

Artificial Intelligence Industry Value Chain Distribution

The artificial intelligence industry chain includes three levels: basic layer, technology layer and application layer. The basic layer is the foundation of the artificial intelligence industry, which mainly includes infrastructure and data resources of hardware facilities such as AI chips and service platforms such as cloud computing, providing data services and computing power support for artificial intelligence; the technical layer is the core of the artificial intelligence industry, with Simulating the relevant characteristics of human intelligence is the starting point to build a technical path; the application layer is an extension of the artificial intelligence industry, integrating one or more types of basic artificial intelligence application technologies to provide software and hardware products or solutions for specific application scenario needs. Taken together, the profit levels of data, development platforms and solutions are relatively high, with the gross profit margins of representative solutions companies as high as 35% to 75%; in addition, the gross profit margins of computer technology and application links are low

Arm上市首日,孙正义:AI将大幅超越人类智力 利大于弊!【附AI行业预测】

Zhou Hongyi, the founder of 360 Group, said that artificial intelligence is an industrial revolution. People are paying great attention to how artificial intelligence can be combined with industrial digitalization to achieve industrialization, enterpriseization, specialization and verticalization. Although it needs to catch up in terms of original innovation, China will have many innovation opportunities due to its huge population, numerous enterprises and rich scenarios

"In the future, everyone may have 3 robots: a service robot at home, a work robot in the office, and a travel robot-a driverless car or a low-altitude manned drone. These 3 robots They may all be driven by large models or new technological paths and AI capabilities that evolve from large models. We hope that there will be chips developed independently by us." Tian Suning, chairman of the Yabuli Forum Digital Frontier Technology Committee and co-founder of AsiaInfo, said that there will be robots in the future Come and help us work, live and travel better. Focusing on artificial intelligence, digital economy, next-generation chips, and application scenarios, the entire industry is expected to usher in an explosive period in the future.

The content that needs to be rewritten is: Forward-looking Economist APP Information Group

Please refer to Qianzhan Industry Research Institute's "" for more research and analysis on this industry

At the same time, Qianzhan Industry Research Institute also provides solutions such as consulting, consulting, etc. Quoting the content of this article in any public information disclosure such as prospectuses and company annual reports requires formal authorization from the Qianzhan Industry Research Institute.

More in-depth industry analysis is available in [Forward-looking Economist APP], and you can also communicate and interact with 500 economists/senior industry researchers.

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