Guotai Junans research report on February 23 pointed out that the rise of Wensheng video generation AI such as Sora and other Wensheng has driven the upstream computing infrastructure manufacturer represented by The performance has increased; at the same time, the open source model represented by Google Gemma will also accelerate the advent of the AI era.The continuous popularity of overseas AI applications reflects the current demand for computing power. and other AI applications are in short supply.It is recommended to pay attention to the optical interconnection and liquid cold section.
