在8月31日的Batch周刊中，吴恩达认为中国在AI领域的投资将会获得丰厚的回报，成果将在接下来十年间显现。

中国在人工智能业务、基础设施和研究方面的投资可能会在未来十年获得丰厚回报。

最新消息：根据咨询公司麦肯锡的分析，到 2030 年，人工智能预计将为中国经济增加 6000 亿美元。
市场就绪技术：研究人员采访了 50 多名专家，并分析了 2021 年 10 月至 2021 年 11 月期间收集的市场数据。他们寻找具有最高潜力的市场就绪人工智能技术（而不是早期或成熟的技术）对未来十年的影响。结论：运输、制造、企业软件开发和医疗保健将为国家经济增加巨大价值。

交通运输，包括汽车和物流应用，预计将占总贡献的 64%。仅自动驾驶汽车一项就将贡献 3350 亿美元，包括销售额和节省。例如，自动驾驶汽车预计会减少事故，从而节省救护车和住院费用。人工智能还有望帮助车队经理掌握维护情况，并通过中国的公路、铁路、水路和航线网络规划更有效的路径。

制造业预计将占总数的 19%。大部分（1000 亿美元）将来自效率和生产力方面的创新，例如装配线机器人或监控工人的可穿戴设备。其余的（150 亿美元）将反映设计流程中基于人工智能的改进。
该报告预测，大约 13% 将来自企业软件。其中略多于一半（450 亿美元）将由云和人工智能工具产生。其余的（350 亿美元）将来自软件即服务。

人工智能在药物发现、临床试验、患者护理和其他医疗应用方面的潜力预计将占最后的 4%，总额约为 250 亿美元。

大局：2017 年，中国宣布了到 2030 年成为“世界主要人工智能创新中心”的目标。从那时起，中国一直在推动加速人工智能研究、开发和产品开发。最新的人工智能指数估计，中国占人工智能所有私人投资的五分之一。

是的，但是：在中国的科技行业，并非一切都是美好的。 2022 年前四个月的风险资本投资比 2021 年同期下降了 43.5%，降幅几乎是全球平均水平的四倍。

重要意义：中国对人工智能的贡献令人印象深刻，但报告中概述的成果并未放弃。报告称，为了利用人工智能的潜力，中国必须更加努力地获取和使用高质量数据、与其他国家合作、保护知识产权和培训技术工人。

我们在想：许多评论员将人工智能发展视为全球超级大国之间的竞争。中美之间日益紧张的局势往往会强化这种观点。然而，每个国家的人工智能努力都依赖于众多的个体开发者。这个全球社区可以在引导人工智能朝着造福所有人及其祖国的方向发展方面发挥重要作用。

China’s investment in AI business, infrastructure, and research could pay off big over the next decade.

What’s new: AI is expected to add $600 billion to the Chinese economy by 2030, according to an analysis by consulting firm McKinsey.
Market-ready technologies: The researchers interviewed more than 50 experts and analyzed market data collected between October 2021 and November 2021. They looked for market-ready AI technologies (as opposed to those that are either early-stage or mature) with the highest potential for impact in the coming decade. Conclusion: Transportation, manufacturing, enterprise software development, and healthcare stand to add huge value to the nation’s economy.

Transportation, which encompasses the automotive and logistics applications, is expected to constitute 64 percent of the total contribution. Autonomous vehicles alone would contribute $335 billion including sales and savings. For instance, autonomous vehicles are expected to cause fewer accidents, which will lead to savings on ambulance rides and hospital stays. AI is also expected to help fleet managers stay on top of maintenance and plan more efficient paths through China’s network of roads, rails, waterways, and air routes.
Manufacturing is expected to make up 19 percent of the total. The majority ($100 billion) would come from innovations in efficiency and productivity like assembly-line robots or wearables that monitor workers. The rest ($15 billion) would reflect AI-enabled improvements in design processes.
The report forecasts that around 13 percent would come from enterprise software. Just over half of that ($45 billion) would be generated by cloud and AI tools. The remainder ($35 billion) would arise from software as a service.
AI’s potential to aid with drug discovery, clinical trials, patient care, and other medical applications is expected to comprise the final four percent, amounting to around $25 billion.
The big picture: In 2017, China announced its aim to become “the world's primary AI innovation center” by 2030. Since then, the country has pushed to accelerate AI research, development, and product development. The latest AI Index estimated that China accounted for one-fifth of all private investment in AI.

Yes, but: Not everything is rosy in China’s tech sector. Venture capital investment in the first four months of 2022 was 43.5 percent lower than the same period in 2021 — a decline nearly four times more severe than the global average.
Why it matters: China’s contribution to AI has been impressive, but the outcomes outlined in the report are not foregone. To cash in on AI’s potential, China must put more effort into acquiring and using high-quality data, collaborating with other nations, protecting intellectual property, and training skilled workers, the report says.
We’re thinking: Many commentators view AI development as a competition among global superpowers. Rising tensions between the U.S. and China tend to reinforce this view. Yet every nation’s AI effort relies on numerous individual developers. This global community can play an important role in steering AI in directions that benefit all people as well as their home countries.

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