美国数据创新中心（CDI）：2024生成式AI对南半球国家 IT 服务业的变革性影响研究报告（英文版）（19页）.pdf

1、 CENTER FOR DATA INNOVATION 1 How Generative AI Is Changing the Global Souths IT Services Sector By Julian Jacobs|June 10,2024 The emergence of large language models(LLMs)has kindled discussions about the potential for artificial intelligence(AI)to increase productivity and boost economic growth.Alt

2、hough the economic effects of AI have been a topic of debate for the last decade,the growing adoption of LLMs creates a new urgency for understanding the technologys impact.To date,most research on the economic effects of AI has centered almost entirely on the Global North,yet the diffusion of LLMs

3、around the world economy may have significant implicationsboth auspicious and forebodingfor the Global South.1 On one hand,the productivity-enhancing benefits of LLMs could greatly benefit industries in the Global South.On the other hand,uneven adoption of LLMs could exacerbate the digital divide an

4、d lead to an uneven distribution of the technologys benefits.Preliminary evidence suggests that LLMs are improving productivity across a variety of white-collar tasks,including writing,coding,and customer service.Such gains have been particularly concentrated in the IT sector.2 IT services have play

5、ed a growing role in the developing economies of the Global South,many of which export key digital services to the wealthier Global North.This includes telecommunication services,copywriting,gig work,and other forms of content generation.The efficiency gains ushered in by LLMs may be disruptive to t

6、he growth of these IT sectors,reshaping the balance and flow of international IT exports.This report investigates the potential impact of LLMs on the Global Souths IT sector.It begins by contextualizing the growing role of IT in major Global South economies,and then highlights the kinds of IT occupa