Source: Securities Times

Author: Wu Xiao

The craze caused by ChatGPT continues!

After Huawei and byte beat spread the news of entering the ChatGPT, another tycoon JD.com announced his industrial version of ChatGPT:ChatJD on February 10th.

However, the "hot" in the industry can not hide the "cold" in the capital market: previously, a number of ChatGPT concept stocks were sharply revised back on the same day.

At the same time, a reporter from the Securities Times noted that the focus of the market is shifting from the "gold digger" of ChatGPT to the "shovel seller": semiconductors that provide arithmetic support for ChatGPT and prevent digital watermarks from being abused by ChatGPT production content.

JD.com Guanxuan: ChatJD

On February 10, JD.com Yun's speech rhinoceros artificial intelligence application platform announced that it would integrate past industrial practices and technology accumulation to launch an industrial version of ChatGPT- "ChatJD".

Jing Dongyun said that relying on JD.com Group's years of industrial practice in retail, logistics, finance, health and other fields and more than 10 years of intelligent dialogue technology accumulation, JD.com 's speech artificial intelligence application platform will integrate past industrial practices and technology accumulation and launch an industrial version of ChatGPT-ChatJD. And announced the ChatJD landing application roadmap "125" plan.

According to reports, ChatJD will use the "125" plan as a roadmap for landing applications, including 12 platforms, 2 fields and 5 applications.

1 platform: ChatJD intelligent man-machine dialogue platform, that is, the dialogue platform for understanding and generating tasks in natural language processing, with an estimated number of hundreds of billions of parameters.

Two areas: retail and finance, thanks to the deep cultivation and precipitation of JD.com Yun's real scene in retail and finance for more than 10 years, it already has 4-tier knowledge system, more than 40 independent subsystems, more than 3000 intentions and 30 million high-quality Q & A knowledge points. it covers the e-commerce knowledge graph of more than 10 million self-operated goods, which is more vertical and focused.

Five applications: content generation, man-machine dialogue, user intention understanding, information extraction, emotion classification, covering the most reused application scenarios in retail and financial industries, will play a wide range of landing value in the fields of customer consultation and service, marketing copy generation, commodity summary generation, e-commerce live broadcast, digital human, research report generation, financial analysis and so on.

Jing Dongyun said that as a milestone in artificial intelligence technology, ChatGPT quickly aroused heated discussion with its amazing performance. GPT pre-training model optimizes the technical route of natural language processing and becomes a new innovative paradigm in the field of intelligent dialogue. Through the innovation of algorithms, especially the innovative introduction of RLHF (Human feedback reinforcement Learning), ChatGPT presents a super-high fluency and achieves an amazing level of dialogue, and can quickly achieve a series of common dialogue output tasks, such as text generation, code generation, document translation, commercial copywriting and so on.

But JD.com Yun also pointed out the shortcomings of ChatGPT. As the underlying cornerstone of the dialogue system, ChatGPT has shown strong ability in versatility, but there are still some deficiencies in fidelity, credibility and accuracy. This is mainly due to the lack of vertical industrial knowledge and domain knowledge in the middle layer, which is difficult to widely blossom in the real application layer.

Therefore, based on the industrial demand, JD.com Yun's speech rhinoceros artificial intelligence application platform will launch ChatJD, which is positioned as the industrial version of ChatGPT, which aims to create an industrial version of general ChatGPT with advantages, high frequency and rigid demand. Through deep ploughing in the vertical industry, ChatJD will quickly reach the standard of landing application, and continue to promote the generalization between different industries, form more general industrial version of ChatGPT, build flywheels of data and models, improve the platform capability with subdivision, real and professional scenes, and finally feed and improve the industrial application capability of General ChatGPT.

Baidu, Inc. Wenxin refutes the rumor: there is no social account.

Recently, after the popularity of ChatGPT, some giants continue to break out the relevant information, attracting a lot of attention. However, it should be noted that behind the hot, "counterfeit goods" are also frequent. For example, Baidu, Inc. refuted the rumor on February 9, saying that Wen Xin had not yet registered a social account, and that Wen Xin would be published in March.

It is reported that after Baidu, Inc. official Xuan Wenxin said the product, a number of accounts with the name of "Wenxin Yiyan" appeared on the social network.

The reporter randomly clicked on an account to carry out the dialogue, prompting the reporter that he would access Baidu, Inc. Wen Xin's words in the near future, and provided a visit website and exchange Wechat. The reporter tried to access the URL, but showed that the server was upgraded.

Alphabet Inc-CL C's "rollover" market focus has shifted to "shovel sellers".

As the absolute focus of recent market attention, the concept of ChatGPT has been very popular with capital. But after a sustained rally, there was an inevitable correction in the concept of ChatGPT on February 10th, especially some big bull stocks such as Hanwang Technology.

Baidu, Inc. also fell 7.39% on Feb. 10, down more than 13% in the last three trading days.

At the same time, in the ChatGPT craze in recent days, there is also a news that has attracted a lot of attention-Alphabet Inc-CL C's "car rollover" incident.

Alphabet Inc-CL C posted an advertising video on Twitter when he announced his ChatGPT-like service "Bard" on Feb. 7, local time. In the short demo, a user asks Bard: "what's new with the James Webb Space Telescope?"

Bard gives many answers, one of which is: "the Weber Space Telescope took the first picture of an extrasolar planet." But NASA has long confirmed that the first image of an extrasolar planet was taken by the very large telescope of the European Southern Observatory in 2004.

This wrong answer directly caused Alphabet Inc-CL C's share price to fall by more than 7% on the 8th, wiping out more than $100 billion (about 680 billion yuan) in market value. Alphabet Inc-CL C's share price plunged more than 4 per cent again on the 9th local time.

For the "rollover" incident, a spokesman for Alphabet Inc-CL C said: "this highlights the importance of the testing process." Alphabet Inc-CL C plans to launch a trusted test program this week to "ensure that Bard's answers are rigorous and accurate" by combining external feedback with internal tests.

Alphabet Inc-CL C's "rollover" incident also made the market change from "gold digger" to "shovel seller". After all, there are all kinds of possibilities for "digging gold", but "selling shovel" is doomed to win.

For example, semiconductors, which provide computing support for ChatGPT, rose more than 5% in the semiconductor sector as a whole on February 9; Hanbang Hi-Tech, a digital watermarking concept stock to avoid abuse of ChatGPT production content, also rose sharply, and the stock gained the "20CM" limit on February 10.

In this regard, CITIC pointed out that the popularity of ChatGPT in the world is promoting the industrialization of AIGC is accelerating in an all-round way. In this context, the major cloud manufacturers at home and abroad began to launch their own AI dialogue system, and the arms race between the technology giants has begun. At present, AI-related applications mainly rely on the huge computing power and network resources of cloud manufacturers, and the demand is growing, which is expected to promote the continuous expansion and upgrading of related hardware infrastructure in the future. At present, optical modules, optical chips, optical devices and switches are indispensable communication devices and components in the hardware infrastructure of cloud manufacturers, and their rate improvement and technology upgrading can significantly reduce power consumption, which is expected to alleviate the problem of high computing cost and power consumption, which hinders the industrialization of AI, and is expected to benefit for a long time in the future.

China Bank International also said that in recent years, the global science and technology leader has continued to invest in the field of AIGC and the recent landing of ChatGPT applications has accelerated, and the AIGC model and industry will usher in a period of rapid development in 2023, giving artificial intelligence large-scale landing scenarios, bringing huge demand for underlying algorithms and chips, while accelerating the penetration and commercialization of AIGC applications.

Edit / Jeffy