According to: This article is selected from the report of Great Wall Securities - the Internet ushered in the AI ​​era, overseas technology giants contend for the first layout: artificial intelligence in-depth report (foreign article 1), on the basis of unchanged original intentions slightly cut.
The core competitiveness of enterprises in the PC Internet era is the rapid response capability of software products. The mobile Internet era is the ecosystem of building mobile terminals, and the artificial intelligence era is more dependent on AI core technologies.
AI technology has two major elements:
Core technology platform
Data loop
Only by combining AI technology with data can a practical business be formed. This article focuses on introducing IBM and Google in the basic layer, technology layer, and application layer to fully layout AI, and introduces its extended application scenarios.
IBM - WatsonArtificial intelligence is IBM's focus area after 2014. IBM's AI field layout is centered around Watson and brain-like chips, trying to build an AI ecosystem. At present, IBM has revoked the global business consulting GBS and technical services GTS and other departments, and transformed into cognitive solutions and cloud platform companies.
At the heart of IBM's strategy for the next decade is the Smarter Planet initiative, where IBM invests more than $3 billion annually in research and development.
In the future, IBM's innovative solutions will be fully developed in the fields of smart energy, smart transportation, smart healthcare, smart retail, smart energy and smart water resources, covering energy conservation, food safety, environmental protection, transportation, medical care, modern service industry, software and Hotspots such as services, cloud computing, and virtualization.
In Q3 2016, the cognitive solution service represented by Watson realized revenue of 12.889 billion US dollars, and the revenue grew rapidly, accounting for 22.17%. IBM's profit in the AI ​​field began to break out. We expect IBM Cognitive Solutions to achieve revenues of 19.039 billion yuan, 21.895 billion yuan, and 24.084 billion yuan in 2016-2018. By then, cognitive solutions will account for 24.56%, 26.89%, and 28.72% of IBM's revenue. The main business of IBM's performance growth.
Watson leads the cognitive business:
At present, IBM no longer conducts Watson as a single system, but divides its functions into different components, each of which can be leased out to solve specific business problems. Cognitive technology, represented by IBM Watson, brings business to the cognitive business era, helping industries to tap business value and reshape the industry landscape. IBM is providing innovative solutions to its customers, and customers are constantly importing their corporate data into Watson and training Watson.
In the cognitive business era, a number of emerging frontier technologies, such as cognitive computing, big data analysis, Internet of Things, heterogeneous computing, neuron chip Synapse, and cognitive machine systems, have gradually entered new energy utilization and pollution. Control, urban management, ecological improvement, medical care, transportation, food safety traceability and community services.
When analyzing problems and identifying the best answers, Watson uses advanced natural language processing, information retrieval, knowledge representation, reasoning, and machine learning techniques to gather large amounts of evidence, generate hypotheses, and analyze and estimate. Currently, Watson has developed 40 different products, including common language recognition services. Watson is good at cognition, designed for understanding, reasoning and learning. He has the opportunity to overcome challenges that he could not accomplish before. For example, Zhisheng Medical Challenge, Zhisheng Water Management Challenge, Zhisheng Insurance Fraud Challenge, Zhisheng Fashion Challenge, Zhisheng Environmental challenges, smart challenges, M&A risk challenges, etc.
Watson+Medical Building Smart Healthcare Platform:
Watson focuses on the diagnosis of cancer and cancer in the medical field. Its strength lies in natural language processing, which seeks deep relationships by mining unstructured data. Watson Medical Business Strategy is:
1. Deeply focus on the field of cancer and expand to other fields;
2. Access to data resources through large-scale acquisitions;
3. Extend the use of scenarios through cooperation, etc., and output ecological capabilities.
After bringing together healthcare data, people, capabilities, and customers, Watson Health will be a huge platform for healthcare, and Watson Cognitive Computing is helping smart healthcare. Watson's efficiency and precision are much higher than humans. "Cognitive computing + medical" has broad prospects, and IBM has deeply benefited from the industry's development dividend.
In addition, IBM also uses its powerful cognitive computing capabilities in digital consultants, virtual assistants, cloud computing, scientific research and other fields, vigorously develops quantum computing circuits, opens quantum computing platforms, and introduces several parallel brain-like chips. Improve AI computing power. In November 2015, IBM opened up the artificial intelligence basic platform SystemML, which supports algorithms such as descriptive analysis, classification, clustering, regression, matrix decomposition and survival analysis. Watson integrates many SystemML functions.
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