---
title: "Industry Report | May 2023 Global AIGC Monthly"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2023-06-06T14:42:03+08:00"
canonical: "https://ffcap.cn/en/research/20230606a05d9w00"
source: "https://ffcap.cn/en/research/20230606a05d9w00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20230606A05D9W00"
---

# Industry Report | May 2023 Global AIGC Monthly

_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._

— END —

---

Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20230606a05d9w00
On-site reading page: https://ffcap.cn/en/research/20230606a05d9w00