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[Citic Construction InvestmentBet365pokerDomestic AI model accelerates iteration and pays attention to domestic computing investment opportunities] Securities Times website NewsBet365pokerCitic Construction Investment News pointed out that the domestic AI model is iterating rapidly and this year is expected to be the first year of the outbreak of AI applications.Bet365poker.5. Vidu, a large video model, showsBet365poker...
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[Citic Construction Investment: domestic AI large model accelerates iteration to focus on domestic computing investment opportunities] Securities Times News, CITIC Construction Research News pointed out that the domestic AI large model is iterating rapidly, and this year is expected to be the first year of the outbreak of AI applications. Ali Tongyi Qianqing2.5 and video large model Vidu have shown excellent performance. The outbreak of applications will also promote the construction of computing infrastructure. From the point of view of supply chain security and performance-to-price ratio, it is expected that the proportion of domestic computing infrastructure will continue to increase. It is recommended to focus on servers / computing chips, switches / switching chips, optical modules and other links. 1) servers: AI servers are increasing, and chip localization penetration has brought about changes in the competitive pattern; 2) switches: Ethernet supporting high-performance computing scenarios have been gradually verified, RoCE switches are expected to replace IB switches to become the first choice of domestic large model manufacturers, domestic switch manufacturers' 400G, 800G related orders are expected to achieve rapid growth, domestic high-speed switching chips are also expected to begin to expand. 3) Optical module: the domestic demand for 400G is expected to increase significantly in 2024, and part of the head CSP may purchase 800G products. Proofreading: Su Huanwen
