On March 25, the National Data Bureau clarified its next work priorities, vowing to continuously advance data empowerment for artificial intelligence (AI) innovation and development, implement six special actions for high-quality dataset construction, build AI-ready high-quality datasets, and promote the in-depth integration of data factors and the AI industry. Meanwhile, the Ministry of Industry and Information Technology deployed supporting policies, rolling out measures to empower new industrialization with data factors, accelerating the development of industrial data standards, and fostering a data service ecosystem to lay a solid foundation for the development of artificial intelligence and the digital economy.

Data is the core production factor for AI development, and the supply of high-quality datasets will directly drive the technological iteration and scenario application of large models. The domestic AI industry has witnessed a string of positive developments recently. Damo Academy of Alibaba released a new generation of Xuantie C950 chip, which is adapted to 100-billion-parameter large models and set a new global performance record for similar products. The formulation of industry standards for embodied intelligent engineering robots has been launched, filling industry gaps and promoting the industry’s shift from technology R&D to large-scale application. Driven by both policies and technologies, the AI industry has entered a fast track of high-quality development.

Looking at industrial prospects, the market-oriented reform of data factors continues to deepen, and scenarios such as AI+industry, AI+consumption and AI+medical care are accelerating landing, bringing explosive growth opportunities to relevant industrial chains. Private equity investment continues to focus on the AI track, with over 5 billion yuan in financing completed within the year, as capital ramps up layout in core technology links. For ordinary investors, the AI industry boasts numerous opportunities in segmented tracks, especially in data annotation, computing chips and industry applications, which hold long-term growth value. Meanwhile, the continuous implementation of data factor policies will also drive the sustained strength of digital economy-related sectors, becoming a long-term mainline in the capital market.