---
title: "Industry Report | February 2023 Global AIGC Monthly"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2023-03-01T20:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20230301a08m2800"
source: "https://ffcap.cn/en/research/20230301a08m2800"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20230301A08M2800"
---

# Industry Report | February 2023 Global AIGC Monthly

_Unique Research · Insight / industry monthly · March 1, 2023 · Full rewrite — not a stub_

**Feb flash.** Global AIGC **¥3.53B / 11 deals**; B+ 27.3%; largest **Anthropic $400M** (Google). ChatGPT hits 100M MAU in ~2 months (UBS; Jan ~13M daily visitors = 2× Dec) — faster than TikTok (9mo) / Instagram (2.5yr). Search enters chatbot war (Microsoft New Bing/Edge; Google Bard). Meta forms generative-AI product group; Snapchat My AI (Snapchat+ first). China: Tencent/Baidu ChatGPT-style plans; policy attention; Kunlun Tech × OpenAI (Feb 27). East Money AIGC board: top gainers Wangda Software, Kunlun, Digital Video, Zhongke Jincai, Wondershare.

## Global

Microsoft multi-year multi-billion OpenAI deepen (after 2019 $1B + GPT-3 exclusive + Azure OpenAI GPT-3.5/Codex/DALL·E 2); all-product ChatGPT integration (Feb 2); New Bing “ask me” + Edge (Feb 7) → +15% daily traffic. Bard as search assistant with live web (vs ChatGPT cutoff). Meta testing AIGC in WhatsApp/Messenger text + IG filters.

## Primary

CB Insights unicorns: OpenAI $20B, Hugging Face $2B, Lightricks $1.8B, Jasper $1.5B, Glean & Stability $1B. **Overseas:** Anthropic $400M (Claude; prior A $124M, FTX-led $580M; ~$5B val); Typeface $65M A (Lightspeed/GV/M12/Menlo). **China:** Chengmai Intelligence multi-ten-M A (AI digital human + voice); DeepOxygen angel Hanergy (O3.xyz 3D short video); Huaer Duoduo ¥10M A YesPay (Douyin local-life); Langboat ~¥100M Pre-A Lenovo Capital/Sequoia China + Sinovation; Feidie XR multi-ten-M A+ Kaisheng Southeast; Lingxin AI Pre-A SEE Fund + Lianxing/Turing/Zhipu/Qichen; DeepMusic Amino Capital; Tiamat ~$10M A DCM + Oasis (MorpherVLM ~10B cross-modal).

_CN charts; Xenniu data. Attach on ingest._

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