GPT-5 Makes a Late-Night Debut as Microsoft Leads Integration; Institutions Optimistic About Accelerated AI Programming Development

On August 8, OpenAI officially unveiled GPT-5 in the early hours, announcing that its intelligence capabilities significantly surpass all previous models developed by the company. The model is now available to all users.

GPT-5 demonstrates exceptional performance in programming tasks. Described by OpenAI as “the most powerful coding model to date,” it excels in generating complex front-end interfaces and debugging extensive codebases. It is reportedly capable of building websites, applications, and games with a single prompt, while also delivering visually appealing results.

OpenAI CEO Sam Altman offered high praise for GPT-5, stating that its capabilities—both obvious and nuanced—feel significantly improved. He remarked that interacting with GPT-5 resembles conversing with domain experts at a doctoral level. Altman emphasized that this release marks a critical step toward the company’s broader goal of achieving Artificial General Intelligence (AGI). In July, xAI introduced Grok 4, prompting similar commentary from Elon Musk, who claimed Grok 4 outperformed PhD-level intelligence in every aspect and referred to it as the “smartest AI in the world.” On the same day as GPT-5’s release, Musk announced that Grok 5 is expected to launch before the end of the year.

Open Source Securities noted that the continued evolution of models like GPT-5 and the advancement of Agent capabilities will further accelerate the commercialization of AI applications. GPT-5’s standout performance has already attracted attention from major technology firms. Microsoft has integrated the model into its Copilot ecosystem, which includes Microsoft 365 Copilot, GitHub Copilot, and Azure AI Foundry. These platforms utilize GPT-5 for tasks such as contextual comprehension, advanced code generation, and precision in AI-driven applications.

Research reports from multiple brokerages suggest that GPT-5’s programming capabilities may become a central application driving the next wave of AI deployment. Minsheng Securities emphasized that AI programming represents a strategic high ground for AI applications. Enhancing GPT-5’s programming capabilities is likely to be a primary focus for OpenAI. The model is also expected to further accelerate the development of AI programming technologies.

The cultivation of programming capabilities has become a shared priority among leading AI developers. In May, Anthropic launched the Claude 4 series of large models, including Claude Opus 4—a globally advanced coding model known for sustained high performance in complex, long-duration tasks and agent workflows. In China, Moonshot AI’s Kimi K2 and Alibaba’s Qwen3-Coder have also demonstrated strong capabilities in AI programming.

Western Securities highlighted that AI programming is emerging as a breakthrough point for Agent commercialization. The structured nature of programming tasks provides a natural framework for Agent applications, while the technical environment offers an ideal setting for self-correction. The atomic structure of programming tasks aligns closely with the chain-based reasoning mechanisms of large models. On the demand side, enterprises’ need for development efficiency has created a clear willingness to invest, forming a complete cycle of technology validation, product iteration, and commercial monetization in the AI programming sector.

Beyond programming, Agent applications are widely regarded as a key implementation path for large-scale AI models. CITIC Securities stated that the enhanced ability of next-generation models like GPT-5 to handle complex tasks, combined with improved inference cost-efficiency, will serve as a foundation for future AI applications. Agent and multimodal technologies are expected to continue leading the industry and simultaneously drive demand for inference-side computing power. The report recommends focusing on leading companies in enterprise management, education, and healthcare, while also identifying new opportunities in the computing power sector. These include three primary investment directions:

General Agent Applications: With increasingly complex workflows and personalized efficiency, attention is recommended for Kingsoft Office, Kingdee International, Yonyou Network, TaxFriend, Beisen Holding, and Fourth Paradigm.

Vertical Agent Applications: Multimodal technology opens new application scenarios in education, healthcare, and scientific research. Key companies include iFlytek, iFlytek Medical Technology, JD Health, East Money Information, Hundsun Technologies, and Yusys Technologies.

Cloud Computing and Servers: Algorithmic advancements will drive the evolution of ultra-large Expert Parallelism clusters, with simultaneous optimization of scale-up (super nodes) and scale-out (large-scale clusters). Notable companies include Foxconn Industrial Internet, Inspur Information, Sangfor Technologies, Kingsoft Cloud, Wangsu Technology, and SmartMicro.