OpenAI's recently released financial report forecasts that ChatGPT will contribute nearly $10 billion in revenue in 2023, accounting for the vast majority of the company's total $13 billion in revenue. More notably, OpenAI raised its 2030 revenue forecast by 15% from its previous projection, highlighting its strong confidence in the commercialization prospects of AI. As a core growth engine, ChatGPT is expected to generate an additional $70 billion in revenue over the next six years, a figure that has triggered a reassessment of the AI sector in the capital market.
TF Securities analysis indicates that the financial reports of global internet companies are demonstrating the return on investment in AI technology, a trend that will accelerate the evolution of China's AI application ecosystem. Domestic companies have already begun exploring differentiated approaches: Leo Group launched the "Leo Normalization" large-scale model to restructure advertising delivery models, while Hande Information is developing financial intelligence applications such as AI employee assistants. These cases demonstrate that China's AI commercialization is shifting from technological breakthroughs to scenario-based innovation, demonstrating unique market potential.
As technology matures, investment opportunities in the AI industry continue to expand. Experts generally believe that China's AI sector will enter a period of mid- to long-term value release, particularly in vertical applications and business model innovation. From OpenAI's financial forecasts to the practices of local companies, the global AI industry has formed a virtuous cycle of technology-business-capital, and this trend is expected to further strengthen in the next five years.
