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騰訊:人工智能可帶來大幅增長 騰訊雲降價僅影響收入一小部分
阿思達克 05-18 07:08
騰訊控股(00700.HK)(TCEHY.US)總裁劉熾平在業績說明會上表示,相信人工智能(AI)可為行業及騰訊帶來大幅增長,認為低成本地大規模建立內容,有助改善服務質素、現金化及降低成本。集團在基礎模型構建進展良好,並正在擴大訓練的組織及生產線。 劉熾平強調,騰訊擁有足夠數量的芯片來創建模型,重點是騰訊擁有非常強大的雲業務和相關技術,能夠以彈性和高密度的方式去安排和使用芯片,從而創建出超大芯片集群來支持超大模型訓練。 劉熾平並相信,行業未來將有大量AI基礎模型,除大型企業各有自身模型,亦會有很多初創企業開發模型,預計將有更多應用推出市場。即使晶片面臨短暫短缺,但隨著時間的推移獲取芯片將變得容易,認為市場仍可獲得晶片構建基礎模型。 此外,騰訊首席戰略官James Mitchell稱,此輪騰訊雲價格調整對公司收入的百分比影響僅一小部分,雲業務收入只佔集團總收入個位數。
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