Huaxi Securities' research report pointed out that AI promotes a comprehensive upgrade of software and hardware architecture, and end-to-cloud collaboration has become a must. Both cloud and terminal AI are indispensable. In the short term, the hardware specifications required for edge AI innovation are small. In the long term, the outbreak of large models on the edge is expected to show exponential growth, and relevant components are expected to be upgraded. The reason is that the logic of future edge AI computing power upgrade is similar to that of Nvidia architecture upgrade, matching high computing power with high power consumption. Deep integration of AI into operating systems has become an industry trend.