08版 - 二月的春风

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济大事者,必以人为本。“投资于人”是惠及长远的民生工程、发展工程,继续将“人”放在发展的“C位”,围绕人民群众的所思所想、所愿所盼加大投入,不断以“投资于人”更好造福于民,将为经济社会高质量发展注入不竭动力。

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Many investors are saying that the pyramid of value accrual from the Cloud, where SaaS applications were capturing orders of magnitude more value than the lower layers of the stack, has been inverted in the Gen AI stack. Lower layers of the stack (i.e. hardware providers and hyperscalers) will be the ones capturing the most value as the opportunity to capture value in the application layer will be limited and saturated by a small number of players (i.e. AI Labs).