Specialist
Former executive at facial recognition software company
Agenda
- AI technology implementation bottlenecks, market size changes, application scenario expansion directions and industry growth trends
- Cloudwalk’s (SHA: 688327) business segments’ development status quo, client demand, plus cost reduction and efficiency improvement measures
- High-performance chips’ impacts on the AI industry – extent, coping strategies and countermeasures
- Cloudwalk vs other AI companies – development routes, strategies and competition
Questions
1.
China’s four major AI companies all face a problem with limited application scenarios and revenue sources. Through years of development, in what development phase is the AI industry at present? What is its development status quo? Have there emerged any new application scenarios for AI commercialisation or empowerment over the past 1-2 years? How much commercial value can these new application scenarios create? What is your observation?
2.
You just said that the pandemic has brought some new application scenarios for AI, but as the pandemic containment policy has been lifted, the benefits that the pandemic brings may be unsustainable. Have you observed any major trends with potential long-term commercial value or any potential growth drivers for AI companies? Could you review the industry’s milestones over the past couple of years?
3.
What is your estimate of the AI industry’s market size? What is your take on the trend over the past few years?
4.
You just introduced the AI market from different levels or dimensions. In the next 1-2 or 3-4 years, what will be the AI industry’s major growth drivers or what has the investment potential? What is your logic or reasons why you are optimistic about their prospects?
5.
You just said that the AI industry is in the valley and will gradually recover in the future. To develop the AI industry in the long term, what technical barriers or challenges need to be broken? What is the current development progress of the AI industry?
6.
You just said that the government sector is a large growth driver for the AI industry. Given the pandemic, the overall economy and relevant policies over the past two years, the Chinese government has probably slowed down or reduced its AI budget allocations. The AI industry previously might not see a high level of profitability. Hence, many AI companies take measures to reduce costs and improve efficiency. The four major AI companies in China also downsize their business and optimise their staff structures. Could you introduce those four major AI companies’ cost reduction and efficiency improvement measures and effects respectively? We will talk about Cloudwalk later. Could you first talk about other AI companies?
7.
Our topic today is Cloudwalk’s development status quo and its future competitiveness. Could you introduce the company’s development progress across its business segments over the past 1-2 years? Could you talk about Cloudwalk’s strategy changes and the effects of its new strategies?
8.
Governments devoted a big part of their budgets to fighting against the COVID-19 pandemic in the past two years and thus fewer budgets were left for intelligent governance and digital city projects. That might partly explain the decline in Cloudwalk’s revenue and clients. Now China has loosened policies on pandemic prevention and control. How long it could be before the intelligent governance market bounces back as governments have more budgets for the purpose? What is the logic behind your estimate?
9.
What are Cloudwalk’s measures for cost reduction and efficiency improvement and their effect?
10.
Let’s talk more about high-performance chips. In recent years, with the changes in Sino-US relations and geopolitics, the four major AI companies in China and many domestic chip companies have been added to the Entity List. In addition, the US government now restricts Chinese companies from obtaining high-performance GPU chips, and the restrictions are gradually upgraded. Given that AI training relies heavily on the computing power of GPUs, what impact have the restrictions had on domestic AI and chip companies? What are their countermeasures? Is the impact huge?
11.
Could you introduce the development strategies of CloudWalk and its rivals and the competitive landscape? What are the differences between CloudWalk and other players in terms of product R&D and market expansion strategies? Which companies do you think have developed differentiated application scenarios or products? What do you think of the competencies of CloudWalk compared with other companies?
12.
Is there anything we have not covered yet? Do you have extra information to share with us? What do you think of the AI industry and the future development of CloudWalk? Which of the four major AI companies are you optimistic about? Why?
