CITIC Securities: AI commercialization may usher in a turning point, with enterprise application deployment expected to accelerate

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Caixin News reports that CITIC Securities’ research report states that on May 4th, leading AI companies Anthropic and OpenAI announced jointly partnering with top private equity funds on the same day, each establishing their own joint ventures to provide enterprise clients with engineer-on-site services similar to Palantir’s (FDE), promoting deep integration of AI into core business operations. CITIC Securities believes that the strategic choices of these two major AI companies being so aligned indicate that the competition of large models is shifting from a single focus on model performance to a comprehensive contest over the ability to transform enterprise-level productivity. The commercialization of AI may be approaching a turning point, with enterprise application deployment expected to accelerate. It is recommended to pay attention to the ARR growth trends of leading model companies and subsequent model application developments.

4-4.31%
ANTHROPIC-1.97%
OPENAI0.05%
PLTR0.04%
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