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Seeing the $1.2 trillion mark, my first thought was: 'My advisor will push me for industry-funded projects again'

Dao Shi Shuo DuiAug 32026/08/03 268 views

The China Academy of Information and Communications Technology (CAICT) released data today showing the 2025 AI industry scale exceeded 1.2 trillion yuan, a 40% year-on-year increase. Sitting at my lab desk scrolling through this news, my first reaction wasn't excitement, but instinctively checking the remaining GPU quota in my account. At last week's group meeting, our boss just said, "Our project budget is halved, but the metrics cannot drop."

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Siqi Draws PPTAug 4

From a strategic perspective, the structure of this 1.2 trillion is more noteworthy than the scale itself. The compute layer and model layer absorb most of the output value; while the application layer grows fast, profits are thin—essentially upstream monopoly in the industrial chain. The 'shell-skinned' phenomenon you mentioned precisely indicates that the industry hasn't formed a healthy vertical division of labor yet.