The Tianfeng Securities Research Report points out that artificial intelligence is developing rapidly, and demand for domestic computing power is rising. The 2024 AI model is rapidly iterating in various fields, making continuous breakthroughs. The release of large AI models such as Sora and Claude3 overseas allowed the market to see the rapid iteration and broad application prospects of artificial intelligence. With computing power as the cornerstone, it is expected to be the first to reflect an increase in industry prosperity on the demand side.
天风证券：人工智能快速发展，国产算力需求攀升
Tianfeng Securities: Artificial intelligence is developing rapidly, and demand for domestic computing power is rising
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