Let NPC "speak human language"! AI drives the game revolution, and the A-share game sector continues to rise
China Times (www.chinatimes.net.cn) reporters Zhao Yi and Hu Jinhua reported from Shanghai
A few days ago, NVIDIA announced on its official website that it will provide customized AI model foundry service - Avatar Cloud Engine (ACE) for Games, which can develop AI models running on the cloud and PC. Developers can use this service in their software and Build and deploy customized voice, dialogue and animation AI models in the game.
Analysys Analyst Analyst Ma Axin, an analyst in the cultural consumption industry, told the China Times reporter that the impact of Nvidia’s proposed AI model foundry service on the gaming industry is more about giving opportunities to middle- and lower-income companies. Reduce costs, improve efficiency, and develop new categories.
Make NPC smarter
According to reports, ACE for Games is a custom AI model foundry service that middleware, tool and game developers can use to build and deploy customized voice, dialogue and animation AI models. Through this technology, non-player characters (NPCs) can acquire more intelligent dialogue capabilities and evolve to give them a vivid personality in answering the player's questions.
The use of generative AI is expected to completely change the way players interact with game characters, thereby significantly improving players’ immersive experience in games. NVIDIA leverages its expertise in AI and decades of experience working with game developers to pioneer the use of generative AI in games. John Spitzer, Vice President of Developer and Performance Technology Department at NVIDIA, expressed that….
According to NVIDIA, the ACE for Games foundry service will help developers re-tune models for their games and then perform real-time inference through NVIDIA DGX Cloud, GeForce RTX PC or local deployment. These models are optimized for latency and help optimize the game's immersive interactive experience.
According to NVIDIA’s official website, many overseas manufacturers are using the NVIDIA ACE game development version, including the game "Heart of Chernobyl" by the European game company GSC Game World, "Fort Solis" by independent developer Fall Leaf, virtual Social company Charisma.ai is also leveraging its animation generation capabilities.
The customized AI model launched by NVIDIA accelerates the integration of AI and the gaming industry. “We believe that with the iterative upgrade of tool products that combine AIGC functions and the rapid exploration and application of game companies, the process of AI’s comprehensive empowerment of games is expected to accelerate. According to a research report by Huatai Securities, AIGC is expected to revolutionize the relationship between players and game characters. Interactive methods significantly improve game immersion.
Huatai Securities pointed out that the huge demand contained in the game market itself is a good application scenario for technologies such as AIGC. The progress of related technologies will further enhance the product quality and comprehensive competitiveness of my country's game industry, thus driving the long-term growth of the industry.
has become the consensus of global game companies
In addition to NVIDIA, leading domestic game companies are also actively trying generative AI. As early as February 15, NetEase (09999.HK)'s mobile game "Ni Shuihan" announced that it was equipped with China's first "game GPT". NPCs can freely talk to players and give logical actions based on the dialogue content. feedback. This solution comes from Fuxi Lab, which was established by NetEase at the end of 2017. The bottom layer is a set of exclusive models for intensive learning of a large number of martial arts novels, history books, and poetry and songs.
The person in charge of Youzu Networks (002174.SZ) told a reporter from China Times that for the game industry, artificial intelligence will significantly improve the overall quality and research and development efficiency of games. The lowering of the technical threshold for game production and the increase in the number of games will further intensify competition in the entire game industry. But at the same time, there are also more positive impacts. Benefiting from more natural interactions, artificial intelligence will truly realize a game experience for thousands of people; the lowering of development thresholds will also promote the rise of independent game producer groups, especially Developers who master artificial intelligence tools will have an even greater advantage.
"From the development side, the overall R&D efficiency will be improved, and R&D costs will be reduced. Especially the output of art-side content can see a significant downward trend. Users can enjoy more personalized games experience, thanks to the powerful analysis and summary capabilities of artificial intelligence." said the person in charge of Youzu.
According to his introduction, “As far as Youzu is concerned, relying on AIGC’s capabilities, we have already produced a lot of content in terms of planning, art, programming, etc., such as original painting design, image super-resolution (note: image super-resolution) Resolution reconstruction), refined coloring, plot copy generation, TTS dubbing, small language translation and other aspects have been applied in practice. We are actively cooperating with other companies with artificial intelligence technology development capabilities, with a view to using them in future games Introducing AI large model technology."
Kaiying Network (002517.SZ) also told the "China Times" reporter that in the field of artificial intelligence, some of the company's strategic investment companies have also formed their own AIGC capabilities, and some strategic investment companies have developed their own AIGC capabilities under Unreal Engine. The AIGC tool has been able to form high-precision renderings of characters and scenes in batches, which has greatly reduced the art cost in the research and development field. In the research and development, the AI tool MidJourney is fully used to generate scenes and characters in batches, which can effectively reduce the creation time.
The global game industry has generally recognized the importance of AI applications, according to observations by a reporter from China Times. Recently, Activision Blizzard launched the internally deployed generative AI game development tool "Blizzard Diffusion", which is an image generator trained on in-game assets such as "World of Warcraft", "Diablo" and "Overwatch" to reduce some design and the tedious work of development.
Not long ago, Paradox, a major European and American SLG manufacturer, also made it clear that it embraced AI in its earnings call. “We are using AI in all departments at Paradox, from marketing to development, from graphics to design, from game planning to everyone. . We hope to use artificial intelligence to help us become a better game studio."
According to calculations by Guotai Junan Securities, the actual sales revenue of the domestic game industry in 2022 will be 265.9 billion yuan, and the expected research and development expenses will account for 15%. Assuming that the proportion of AIGC that can be AIGC in the future is 50%, then the market size of AIGC application in the current game industry It can reach about 20 billion yuan. From this point of view, integration with AIGC is expected to increase the market value of the game industry.
It is worth noting that although "AI games" are all the rage, while they bring new opportunities, they also hide many unknown challenges.
"The current game review mechanism actually limits the possibility of generating uncontrollable content. Existing games are numerically balanced models. To make full use of AI, new game types and gameplay are needed. Sun Hui, Fu Zhijiujiu CEO told the China Times reporter that he has been engaged in game development for more than 19 years.
An Guangyong, an expert from the Credit Management Committee of the Allied Mergers and Acquisitions Association, told a reporter from China Times that first of all, the development of AI requires a large amount of data and computing power support, which may place higher requirements on game developers. In the gaming industry, protecting the rights and interests of users is key, so data privacy and security issues need to be addressed to ensure that the application of AI models will not infringe users. Developers and users need to understand and trust AI systems, so AI algorithms and decision-making processes need to be transparent and explainable.
"Currently, there are still some bottlenecks in the development and application of AI in the game industry. One of them is the further improvement of algorithms to improve the performance and effect of AI models. In order to support the training and verification of AI models, more is needed High-quality training data sets to solve the problem of data set quality and scale. Game developers need to solve technical challenges to ensure that AI models in games can be efficiently deployed and integrated." An Guangyong said.
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