高盛：中国人工智能崛起(英文 54页)

Table of contents

AI rises in the East 2

China AI launches: A new national development plan 4

China has made major strides in AI vs. the rest of the world 6

Key drivers of value creation in China AI 9

Talent: China attracting the world’s best minds 9

Data: 44 zettabytes to be exploited in benign regulatory environment 10

Infrastructure 10

Silicon 12

Baidu.com Inc (BIDU): “All in AI” 13

Scientists and research team at Baidu 13

Data at Baidu 13

AI at Baidu 14

Baidu valued at US$326 by 2020E 19

Alibaba (BABA): A world-leading use case for AI 20

Apsara: AliCloud’s independently developed super computational system 20

Data at Alibaba 23

“Fully loaded 2020 valuation” 24

Tencent (0700.HK): AI significant potential to monetize portfolio 26

AI research at Tencent 26

Data at Tencent 26

Use case of AI at Tencent 27

Implications of AI on Tencent’s business 28

Fully loaded valuation on Tencent 29

Meituan Dianping: World’s largest O2O platform 31

DiDi Chuxing: 4,500TB of data processed daily 35

iFLYTek (002230.SZ): The leading player in China Intelligent Speech 37

Hikvision (002415.SZ): World leader in surveillance through AI lens 38

AI companies in China - the others 39

AI & the productivity challenge: An interview with Andrew Tilton 44

Appendix: What is artificial intelligence? 47

Disclosure Appendix 50

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