---
title: "Global AIGC Industry Monthly Report — July 2023"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2023-08-10T18:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20230810a08o7e00"
source: "https://ffcap.cn/en/research/20230810a08o7e00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20230810A08O7E00"
---

# Global AIGC Industry Monthly Report — July 2023

_Unique Research · Insight / monthly · August 10, 2023 · Full rewrite of news + financing snapshot — not a stub_

**Flash stats:** Jul 2023 global AIGC financing **¥3.164B / 26 deals** (cooler than June heat; vs May ¥3.588B). B+ (incl. strategic) = 80.25% of global amount. Top raise: **CloudMinds (达闼)**. China: **¥1.819B / 15 deals**; besides CloudMinds, top domestic late-month raise **Hongji Cyclone $40M**; China avg deal ¥121M.

## 01.1 Global news

-   **Musk’s xAI** — understand the universe; talent from Tesla/SpaceX/DeepMind/OpenAI/Google Research; Musk criticizes OpenAI safety posture despite being early supporter; announced amid Twitter stress vs Meta.
-   **Anthropic Claude 2** — summarize up to 75k words (vs ChatGPT ~3k); knowledge cutoff early 2023 (vs GPT-4 Sep 2021); beats GPT-4 on GRE writing, HumanEval, bar exam; code-interpreter-like; whole-PDF summarize; ~5× cheaper than GPT-4 for developers.
-   **Google Bard** — 40+ languages incl. EU (after privacy delay); TTS; Google Lens image prompts; tone styles; shareable links.
-   **Microsoft Bing AI** → Safari/Chrome; 6 months: >1B chats + 750M AI images; M365 Copilot $30/user/mo for E3/E5/Business; Bing Chat Enterprise free preview for those SKUs, later $5/user/mo standalone.
-   **DeepMind RT-2** — vision-language-action model; web+robot data → general robot instructions + chain-of-thought (hammer for rocks, energizing drinks, diet fruits); logistics/manufacturing/security.
-   **Stability AI Stable Doodle** — sketch+prompt→image via SD + T2I adapter; ~$1B valuation aiming 4×; vertical apps incl. real estate.
-   **Meta Llama 2** (7B/13B/70B) free commercial/research; Azure partnership; Qualcomm mobile optimize—“strongest GPT-4 open alternative.” CM3leon text-to-image + captions; plans commercial open models vs MS/Google.
-   **GitHub Copilot Chat** public beta for enterprise via VS/VS Code—context-aware guidance, analysis, troubleshooting.
-   **Inflection AI supercomputer** — 22k NVIDIA H100 (~$40k each), 700 Intel Xeon 4-node racks, 31 MW; Inflection-1 coding gains; raised $1.5B at $4B; NVIDIA possible investor enabling GPU access.

## 01.2 China news

-   **Alibaba DAMO PolyLM** open multilingual LM (1.7B/13B) + multilingual self-instruct 132.7k instructions.
-   **Jia Yangqing’s Lepton AI** — ML infra; ONNX + etcd founders on team; May angel Fusion Fund + CRV.
-   **JD Yanxi LM** + Yanxi AI compute platform (Aug launch); 70% general + 30% industry data; retail/finance/edu/gov; open custom models H1 2024.
-   **ChatGLM-6B / ChatGLM2-6B free commercial** after enterprise registration (Zhipu + Tsinghua KEG); HF downloads >3M / >1.2M — “Android moment” for open CN LMs.
-   **Baichuan-13B** Base/Chat + INT4/8; trained on 1.4T tokens (+40% vs LLaMA-13B); best commercial open under 33B (per Baichuan).
-   **106 CN large models** (Economic Observer incomplete); Beijing 54 lead; Shanghai compute edge; SZ/GZ/HZ/CD also; mostly still closed beta.

## 02 Transactions

Secondary movers and full primary deal tables in CN charts—CloudMinds top globally; Hongji Cyclone $40M notable domestic. Attach images on ingest.

_10 CN images; attach on ingest._

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20230810a08o7e00
On-site reading page: https://ffcap.cn/en/research/20230810a08o7e00