Special report on the media industry: a series of reports on the layout of metauniverse by technology giants 10: Baidu & Google, a Chinese and American giant in the artificial intelligence territory of metauniverse

Research framework of technology giants in the direction of meta universe layout: push back the necessary elements with experience upgrading as the end, and tear down the six components of meta universe research framework. The first is the hardware entrance (VR / Ar / MR / brain computer interface) and operating system that provide the meta universe experience, the second is the back-end infrastructure (5g / computing power and algorithm / Cloud Computing / edge computing) and underlying architecture (engine / development tools / digital twins / blockchain) that support the smooth operation of the meta universe, and the third is the core production factor in the meta universe (Artificial Intelligence) is finally presented as the content and scene of a hundred flowers blooming, as well as a large number of collaborators providing technology and services emerging in the process of the ecological prosperity of the meta universe. Based on the meta universe research framework established by us, we track the trends of domestic and foreign technology companies, so as to determine the resource endowment, advantages and disadvantages, power path, etc. of each giant in the direction of the layout of the meta universe 。

Metauniverse is still in the early stage of development. Every move of technology companies will not only contribute to maintaining their existing industry status, but also jointly shape the final form of metauniverse through their own efforts. By tracking the meta universe layout trend of domestic and foreign technology giants, on the one hand, we can dynamically track and periodically evaluate the future potential of each company, on the other hand, we can also be sensitive to the forward rhythm and development stage of meta universe. The following will open the tenth part of this series of research – Baidu and Google.

We believe that artificial intelligence will be an important production factor in the meta universe. Baidu and Google are important entrants in the field of artificial intelligence all over the world. Although they started in the search business, they both take artificial intelligence as the core strategy to continuously expand new growth paths while enabling the improvement of front-end business efficiency. With the company’s deep accumulation in the field of artificial intelligence, it is expected to become an important participant in the meta universe infrastructure in the future.

We believe that Baidu’s resource endowment in the direction of meta universe is mainly reflected in two aspects:

1) Artificial intelligence: Baidu is one of the Internet giants with an earlier and deeper layout in the AI field. It has formed an all-round layout of AI application scenarios from search engine to AI chip, AI open source algorithm, intelligent driving and so on. AI basically runs through all businesses of the company. In the future, the company’s technology accumulation in the AI field is expected to extend to richer application scenarios, and is expected to seize the opportunity of AI application scenario growth brought by the meta universe;

2) Hardware entrance: Baidu has been in the VR field for many years, and the current product line is relatively comprehensive, including both consumer VR iqiyi Adventure Series VR products and Baidu VR for enterprise scenarios. Recently, baidu VR has also launched Greek products, committed to creating a multi person interactive virtual world.

We believe that Google’s entry angle in the meta universe direction is roughly the same as Baidu’s, that is, artificial intelligence and hardware entrance:

1) Artificial intelligence: Google’s comprehensive strength in the field of artificial intelligence is at the forefront of the world, with deep technical barriers and first mover advantages. Its core competitiveness lies in a comprehensive AI ecology, including deep learning algorithm framework tensorflow, artificial intelligence chip TPU and rich application scenarios based on Android ecology; At the same time, in recent years, as the head company in the global cloud computing field, the development of Google cloud is also accelerating. With the combination of AI + cloud, Google will play an important role in the underlying architecture of the meta universe;

2) Hardware entrance: Google has experienced several twists and turns in the hardware direction of VR and ar. at present, it basically takes enterprise Ar as the core product, of which Google glass is the most core ar product. Judging from the current VR / AR operating system, Android has almost copied the success of smart phones and is the underlying operating system adopted by the current mainstream VR / AR products. Therefore, we judge that Android system is also expected to become one of the key links in the underlying architecture of the meta universe.

Risk warning: Overseas epidemic control is less than expected; Sino US trade friction; Risk of tightening antitrust supervision; The tightening of liquidity environment exceeded expectations; Competition in overseas markets has intensified.

 

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