Unique Research · Insight / industry monthly · June 6, 2023 · Full rewrite — not a stub
May 2023 flash: Global AIGC financing ¥3.553B / 12 deals; B+ (incl. strategic) = 89.76% of amount; largest Anthropic $450M. China: ¥183M / 9 deals; largest Luchen Tech (潞晨) multi-hundred-million RMB; China avg ~¥20.34M.
01.1 Global headlines
- Microsoft Build (May 23 Seattle): Copilot across flagships. Bing inside ChatGPT (Plus native; free via plugin). Shared plugin platform MEGA with OpenAI — ChatGPT/Bing/D365/M365/Windows Copilot share plugins (Zillow, OpenTable…). Windows 11 Copilot (GPT-4 in OS) public preview June → Win11 users; Win12 eyed as first AI full-stack OS with HW partners optimizing AI chips. M365 Copilot in Edge; 50+ AI toolchain items.
- Google × Anthropic: Anthropic $450M (largest AI round since MSFT→OpenAI Jan); Google prior $300M / ~10% stake; also Salesforce, Zoom, Spark. Claude as virtual assistant (email, research, art, books). Google opens Search Labs genAI search; DeepMind argues for model governance frameworks.
- NVIDIA: intraday mkt cap briefly >$1T then −5%+ to $378.34 (May 31). Jensen: twin shifts — accelerated computing + genAI; four inference platforms for enterprise LMs. Intel −5.52% same day.
- Meta MMS: open multilingual speech LM — recognize ~4,000 languages, synthesize ~1,000.
- Musk X.AI: private co allowing sale of 100M shares; ~10k GPUs; DeepMind talent; own LLM. TikTok testing Tako chatbot on short video (PH et al.). AI drug digital-twin experiment claimed ~$2B R&D savings potential.
01.2 China headlines
- Baidu NEWApp beta; ERNIE 3.5 imminent. Weimob ships LLM app product WAI. Kunlun Tiangong 3.5 imminent. First domestic medical LM MedGPT for effective consult. PKU opens first open-source LM safety dataset + PKU-Beaver Safe-RLHF (dataset+train+eval; Constrained Value Alignment) — https://github.com/PKU-Alignment/safe-rlhf. Adobe AI-izing Photoshop → small cos lean on open LMs. AI compute demand doubles ~every 4 months — valued, not pure bubble.
02 Markets
Secondary (Jun 1): AI sector +1.4%; AIGC concept +3%; Xinzhi Software +20.02%, iFlytek +10.01%, Skyworth Digital +9.98%, Alpha Animation +9.97%. Earnings color: NetEase Ding Lei — scene-fit AI products; game industrial pipeline AI +90% efficiency on key steps. Meituan Wang Xing — studying foundation models + apps, open to external tech/invest. Inspur Info Q1 revenue ¥9.40B (−45.59%); Yuan 1.0 skill models (dialog/QA/translate/classical Chinese) top CUGE/WMT boards.
Primary global: Anthropic $450M C (Spark lead; Google/Salesforce/Sound/Zoom) — cumulative >$1B; Claude. Vectara $28.5M seed (Race Capital) — genAI search over PDF/Word/PPT. CB Insights: ~250 ChatGPT-concept startups; 33% no external equity; 51% ≤A; unicorns OpenAI $20B, HF $2B, Lightricks $1.8B, Jasper $1.5B, Glean & Stability $1B; Anthropic valuation → ~$5B.
Primary China (sample): Zaowuyun (造物云) Linear Capital angel — AIGC+3D marketing design. EchoTik multi-ten-M angel (Yang Jinhe et al.). Luchen multi-hundred-M. Other May deals in CN tables — attach on ingest.
Methodology: Xenniu data; seed merged with angel; FX rules noted in CN. Charts/images attach on ingest.
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