---
title: "Industry Report | Q1 2023 Global AIGC Quarterly"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2023-04-10T18:20:55+08:00"
canonical: "https://ffcap.cn/en/research/20230410a07sg400"
source: "https://ffcap.cn/en/research/20230410a07sg400"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20230410A07SG400"
---

# Industry Report | Q1 2023 Global AIGC Quarterly

_Unique Research · Insight / industry quarterly · April 10, 2023 · Full rewrite — not a stub_

**Q1 flash.** Global AIGC **¥3.811B / 17 deals**; B+ share 23.53%; largest round **Anthropic $400M** (Google). China **¥589M / 14 deals**; top Project AI 2.0 multi-ten-M USD; China avg ~¥42.1M. Only 4 global rounds >¥100M (35.29%).

## 01.1 Global news

-   **GPT-4 (Mar 15):** multimodal; API + ChatGPT Plus day-one (unlike GPT-3/3.5 lag); image understanding; custom style; context 3k→25k words; accuracy/reasoning/safety leaps; 6 commercial scene demos. Bing confirmed on GPT-4. ChatGPT API (Mar 1) on 3.5 Turbo at $0.002/1k tokens — ~90% cheaper → app boom.
-   **Microsoft 365 Copilot (Mar 17):** GPT-4 + Graph across Word / PowerPoint / Excel / Outlook / Teams / Power Platform; Business Chat aggregates docs, mail, calendar, notes, contacts. Flow: prompt → Graph context → GPT-4 → Graph compliance.
-   **Microsoft GDC:** 33 sessions on speed, acquisition/retention, tech/culture, productivity; AI art/score for game cost-down; GPT NPCs for mid-core monetization.
-   **Google Bard** public test (US/UK, gradual, text-first) as search “collaborator” not replacement; Workspace generative AI + PaLM API.
-   **Adobe Firefly**; **Meta LLaMA**; NVIDIA **DGX Cloud** with GCP / Azure / OCI.

## 01.2 China

Baidu ERNIE Bot launch; Aliyun AIGC infrastructure push; Visual China first AIGC product on VCG.com. Industry map cross-ref in CN §1.3.

## 02 Markets

**Secondary:** AIGC concept index +**59.24%** Q1 (Tonghuashun). Media index 1,874→2,389 (+27.48%) — Zhewen Interconnect (+32.43% YTD, exploring virtual-human “birth/raise/educate”), CITIC Press, Tianxiaxiu, ChineseAll. Compute names QingCloud, CapInfo, Cambricon hit limit-ups / >10% days on ChatGPT training demand.

**Primary:** Anthropic $400M strategic (Google; Claude internal test; prior A $124M, FTX-led $580M; ~$5B valuation). Typeface $65M A (Lightspeed / GV / M12 / Menlo) — enterprise brand-safe generative content (CEO Abhay Parasnis). CB Insights: ~110 ChatGPT-related VC deals in 2022 (>$2.6B); ~250 startups (33% unfunded, 51% ≤A); unicorns OpenAI $20B, Hugging Face $2B, Lightricks $1.8B, Jasper $1.5B, Glean & Stability AI $1B.

_7 CN images; Xenniu methodology/disclaimer. Attach on ingest._

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20230410a07sg400
On-site reading page: https://ffcap.cn/en/research/20230410a07sg400