AI-Powered New Productivity: Huawei Cloud Propels China's AI Industry to the Global Stage

AI-Powered New Productivity: Huawei Cloud Propels China's AI Industry to the Global StageOver the past two years, a new wave of artificial intelligence, spearheaded by large language models, has swept the globe, demonstrating its vibrant energy and immense potential. AI is no longer merely a symbol of technological advancement; it has become a core element of national strategies

AI-Powered New Productivity: Huawei Cloud Propels China's AI Industry to the Global Stage

Over the past two years, a new wave of artificial intelligence, spearheaded by large language models, has swept the globe, demonstrating its vibrant energy and immense potential. AI is no longer merely a symbol of technological advancement; it has become a core element of national strategies. At major events like the World Internet Conference in Wuzhen, numerous cutting-edge AI products have been showcased, bringing together industry experts to discuss the future direction of AI, the synergistic relationship between the internet and AI, and how this new wave of AI will drive industrial development. As a key force in building China's AI capabilities and promoting the implementation of AI industries, Huawei Cloud is actively responding to these concerns with decisive action. Shi Jilin, President of Global Marketing and Sales Service at Huawei Cloud, shared at the "Artificial Intelligence Empowering New Productivity Development Forum": China, as a powerhouse in both internet and traditional industries, possesses unique advantages in its AI industry, enabling it to pursue a differentiated development path by leveraging both strengths simultaneously. Huawei continues to innovate in fundamental technologies, bringing AI technology from the laboratory into thousands of industries to solve industry challenges, while actively building a ubiquitous, leading, and globally shared AI ecosystem to accelerate the global expansion of China's AI ecosystem.

Differentiated Sino-US AI Strategies: Unique Advantages

Artificial intelligence is becoming a new engine for economic growth. McKinsey predicts that generative AI will boost global GDP by 7% over the next decade, amounting to nearly $7 trillion. An IDC report indicates that by 2030, every dollar invested by enterprises in AI will generate $4.6 in indirect effects. AI's significant impact is also evident in the scientific realm, with this year's Nobel Prizes in Physics and Chemistry awarded to AI-related experts, marking the official entry of the Nobel Prizes into the AI era. Nvidia, providing powerful computing power for large models, has repeatedly surpassed Apple in market capitalization; TSMC, manufacturing high-end chips for AI, has also successfully joined the ranks of the world's top ten companies.

As a core driver of the fourth industrial revolution, AI is receiving significant attention worldwide, with more and more countries releasing their AI development goals and plans. The US government's 2024 budget allocates over $251.1 billion to the AI industry across various agencies, including the Department of Defense and the Department of Energy. In October, US President Biden signed the first National Security Memorandum on AI, emphasizing AI's significant impact on national security and foreign policy. Jake Sullivan, US National Security Advisor, stated that the US will strive to establish global policies on AI usage. Previously, the US also enacted the CHIPS and Science Act, aimed at strengthening its competitiveness in the global chip industry and curbing the development of advanced chip technologies in countries like China.

China also attaches great importance to AI development, proposing the "AI+" initiative and adopting an "application-driven technology" strategy to accelerate technological iteration and transformation of growth drivers, fostering new productivity. In this process, Sino-US AI strategies have gradually differentiated. US AI technology primarily serves its high-value tertiary industries, such as law, finance, healthcare, design, and consultingpillars of the US economy. In China, the tertiary sector, including the internet, has become a key driver of economic growth, while the secondary sector also holds a considerable share of the national economy, with manufacturing remaining a cornerstone. China boasts the world's most complete industrial system, the richest industrial scenarios, and the largest volume of industrial data. As Shi Jilin noted, China, as a strong player in both internet and traditional industries, has the opportunity to pursue a differentiated path by leveraging both. Especially this year, the industry widely recognizes that the development of large models cannot solely rely on the accumulation of parameters, computing power, and energy, but must prioritize application landing. Chinese large model companies are more pragmatic and rational, believing that large models themselves are valueless without applications based on them. Chinese companies have closer ties with thousands of industries, developing general large models through practical implementation and forming a positive feedback loop.

China's AI Industry: Pursuing the Stars

Objectively, China has a gap with the US in the AI field. The US leads in computing power, with several giants transitioning from 100,000-card clusters to 1 million-card clusters. For example, OpenAI and Oracle have signed an agreement, with Oracle building a data center capable of supporting a 500,000-card cluster; Microsoft has also ordered 300,000 cards from its supply chain. In terms of AI technology, OpenAI acts as a "pioneer," providing direction and inspiration for the industry.

However, China's AI industry has never stopped its pursuit and continues to innovate. Shi Jilin believes that over the past year, China has seen a number of representative and independently innovative companies emerge at all levels of the AI technology ecosystem, continuously enhancing capabilities in fundamental technologies such as computing power, computing architecture, learning frameworks, and core algorithms, filling gaps in some areas and further promoting the healthy development of China's AI industry.

In terms of computing power, in 2024, Huawei Cloud deployed three major AI computing centers in Gui'an, Ulanqab, and Wuhu in China, providing enterprises with urgently needed AI computing power and a full-chain cloud-based toolchain through cloud services. Several large Chinese cloud vendors are also tackling key technologies to meet growing demand, planning to gradually build 100,000-card clusters.

In terms of algorithms, while OpenAI's text-to-video technology Sora, demonstrated earlier this year, is not yet publicly available, Chinese companies like Kuaishou and Shengshu Technology have quickly applied this technology to real-world scenarios. Recently, an AI promotional video for a Marvel movie was produced by a Chinese text-to-video model. A number of general large models are also continuously improving their technical capabilities. For example, Huawei Cloud launched Pangu 5.0 this year, achieving significant upgrades in full-series, multi-modality, and strong reasoning capabilities.

In terms of applications, large model vendors and industry leaders are working together to create a unique path for the development of industry-specific large models. In the second half of 2024, a number of industry-specific large models built by industry leaders have emerged. For example, PetroChina's Kunlun large model has been implemented in 18 application scenarios; the State Grid's power industry large model foundation is exploring AI-native applications in six major professional fields and is about to announce its findings. Industry-specific large models are no longer simply industry versions of ChatGPT; the industry is no longer satisfied with superficial applications but wants AI to penetrate core production systems, solve pain points, and truly realize industrial and commercial value.

For example, at Baosteel in Shanghai, Huawei Cloud's Pangu Steel large model successfully "opened" the black box of blast furnaces, enabling accurate prediction of furnace conditions and effectively reducing energy consumption. In the high-speed rail industry, intelligent inspection robots based on Huawei Cloud's Pangu High-speed Rail large model cover six work stations and 350 types of complex fault scenarios, achieving a fault recognition accuracy rate of 99%, significantly improving the quality of high-speed rail inspection. Shi Jilin stated that the implementation of large models in various industries is a complex systems engineering project, and the development and practice of each industry-specific large model represents a leap in industry productivity. "The practice of the past year has shown us that only by integrating AI with core industry business systems can we truly maximize the value of AI and make it a cornerstone of new productivity." Huawei Cloud's Pangu large model has been implemented in over 30 industries and 400 scenarios, deeply integrated with core business systems to maximize AI's value.

From Local "Strong Voice" to Global "Symphony"

In mid-November, a team composed of Middle Eastern government agencies and investment institutions visited Beijing, with several Chinese AI companies participating in roadshows to warm up for next year's Middle East exchange activities. Such exchanges are becoming increasingly frequent. In recent years, the Middle East, Europe, and Southeast Asia have become hotbeds for Chinese companies going global. Overseas companies and industries are also flourishing; for example, the Lusail Iconic Stadium, the venue for the final match of the Qatar World Cup, was built by Chinese companies. New energy vehicles, lithium batteries, and solar cells are known as the "new three giants" of overseas expansion. In 2021, Europe became the largest export region for Chinese new energy vehicles. According to the China Association of Listed Companies, in the first half of 2024, Chinese listed companies achieved overseas business revenue of 3.83 trillion yuan, a year-on-year increase of 12.84%.

In the development of the AI industry, ecosystem construction is crucial. With breakthroughs in AI technology and applications, Chinese AI companies are also actively expanding overseas, actively integrating into the global ecosystem, and striving to establish their voice in the AI ecosystem. Data from Feifan Research shows that among the approximately 1,500 active AI companies globally, China already has 103. According to Sensor Tower data, in the first half of 2024, three of the top ten

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