CITIC Securities : La commercialisation de l'IA pourrait connaître un tournant, l'application côté entreprise devrait s'accélérer

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Mars Finance information, CITIC Securities research report states that on May 4th, leading AI companies Anthropic and OpenAI announced jointly partnering with top private equity funds on the same day, establishing their respective joint ventures to provide engineering on-site services similar to Palantir (FDE) for corporate clients, promoting deep integration of AI into core business operations. CITIC Securities believes that the strategic choices of these two leading AI companies, occurring simultaneously, mark that the competition for large models is shifting from a single focus on model performance to a comprehensive contest of enterprise-level productivity transformation capabilities. The commercialization of AI may迎来 a turning point, with enterprise application deployment expected to accelerate. It is recommended to pay attention to the ARR growth trends of leading model companies and subsequent model application developments.

4-2,44%
ANTHROPIC-2,13%
OPENAI-0,47%
PLTR-1,53%
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