Shanxi Securities: Focus on the wave of device upgrades and hardware upgrade opportunities brought by the first year of AI edge applications

According to a research report from Shanxi Securities, OpenAI has launched the Sora accelerated version, with AI large models rapidly iterating in performance under the push of tech giants and actively seeking commercialization scenarios in downstream terminals and applications. High-performance AI chips, servers, and other hardware have initially boosted the training of AI large models, while the successful implementation of AI applications in the later stages is expected to continuously drive demand on the hardware side. ByteDance's Volcano Engine will hold the Original Power Conference to showcase the new Doubao large model and several thematic forums. Leading domestic manufacturers are actively investing in AI large models, seeking practical applications of enterprise AI, and creating a developer ecosystem in the era of large models. It is recommended to pay attention to the localization of equipment, materials, and components, the demand for high-performance chips and advanced packaging driven by AI technology, as well as the wave of device upgrades and hardware upgrade opportunities brought about by the first year of AI edge applications