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西部证券:具有视觉能力的多模态大模型将对视觉 SoC和存储带来新需求

Western Securities: Multi-modal large models with visual capabilities will create new demands for visual SoC and storage.

Breakings ·  09:56

Western Securities Research Reports state that ChatGPT upgrades its visual capabilities, marking a milestone update. On the sixth day of OpenAI's release season, the voice and visual features (Advanced Voice with Vision) announced in May have finally been released. Users can display real-time video or share their screen during conversations. It has always been believed that visual capability is central to the capabilities of large models, as visual input accounts for the vast majority of human interaction information. It is expected that in the future, Byte will also likely introduce interactive multi-modal large models with visual capabilities, and thus visual SoC is expected to become standard in next-generation AI hardware terminals, including AI toys or AI glasses. Additionally, this will create new demands for NAND storage chips.

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