Minsheng Securities' latest Research Reports state that the current active users of Byte's AI model Doubao have become Global Top 2, and there is great potential for domestic AI in the future. It is also noted that behind the excellent data of Doubao is a significant investment in AI computing power. Currently, Byte has purchased approximately 0.23 million NVIDIA units, making it the second largest company in the world after Microsoft. Byte is building computing power centers both domestically and overseas. As an upgrade of AI computing power from 0 to 1, liquid cooling and related operations maintenance are expected to benefit from high prosperity.
民生证券：温控&算力运维是字节AI从0-1最核心受益环节
Minsheng Securities: Temperature control & computing operation maintenance is the most core benefit segment for Byte's AI from 0 to 1.
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