2016人工智能生态报告（英文版）.pdf
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Artificial intelligence is the
apex technology of the
information era. In the latest
in our Profiles in Innovation
series, we examine how
advances in machine
learning and deep learning
have combined with more
powerful computing and an
ever-expanding pool of data
to bring AI within reach for
companies across
industries. The development
of AI-as-a-service has the
potential to open new
markets and disrupt the
playing field in cloud
computing. We believe the
ability to leverage AI will
become a defining attribute
of competitive advantage
for companies in coming
years and will usher in a
resurgence in productivity.
Heath P. Terry, CFA
(212) 357-1849
heath.terry@gs.com
Goldman, Sachs & Co.
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a
result, investors should be aware that the firm may have a conflict of interest that could affect the
objectivity of this report. Investors should consider this report as only a single factor in making their
investment decision. For Reg AC certification and other important disclosures, see the Disclosure
Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not
registered/qualified as research analysts with FINRA in the U.S.
The Goldman Sachs Group, Inc.
EQUITY RESEARCH | November 14, 2016
PR O F I L E S I N IN N O V A T I O N
Jesse Hulsing
(415) 249-7464
jesse.hulsing@gs.com
Goldman, Sachs & Co.
Mark Grant
(212) 357-4475
mark.grant@gs.com
Goldman, Sachs & Co.
Daniel Powell
(917) 343-4120
daniel.powell@gs.com
Goldman, Sachs & Co.
AI, Machine Learning and Data Fuel the Future of Productivity
Artificial Intelligence
Piyush Mubayi
(852) 2978-1677
piyush.mubayi@gs.com
Goldman Sachs (Asia) L.L.C.
Waqar Syed
(212) 357-1804
waqar.syed@gs.com
Goldman, Sachs & Co.
November 14, 2016 Profiles in Innovation
Goldman Sachs Global Investment Research 2
Contents
Portfolio Manager’s summary 3
What is Artificial Intelligence? 9
Key drivers of value creation 11
Fueling the future of productivity 15
AI & The Productivity Paradox: An interview with Jan Hatzius 18
The Ecosystem: Cloud services, open source key beneficiaries of the coming investment cycle in AI 20
Use Cases 41
Agriculture 42
Financials 50
Healthcare 59
Retail 68
Energy 75
Enablers 83
Appendix 90
Disclosure Appendix 97
Contributing Authors:
Heath P. Terry, CFA, Jesse Hulsing, Robert D. Boroujerdi, Jan Hatzius, Piyush Mubayi, Mark Grant,
Daniel Powell, Waqar Syed, Adam Hotchkiss, Komal Makkar, Yena Jeon, Toshiya Hari,
Heather Bellini, CFA, Simona Jankowski, CFA, Matthew J. Fassler, Terence Flynn, PhD,
Jerry Revich, CFA, Salveen Richter, CFA, Rob Joyce, Charles Long
This is the seventh report in our Profiles in Innovation series analyzing emerging technologies that are
creating profit pools and disrupting old ones. Access previous reports in the series below or visit our portal
for more, including a video summary of this report.
Virtual and Augmented
Reality
Drones
Factory of the Future
Blockchain
Precision Farming
Advanced Materials
of 99
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