Lates News

After the stock price and performance of AI concept stocks soared, the market also began to worry about their bubble-like characteristics, including overvaluation, technological bottlenecks, and potential risks of fund speculation. At this moment, NVIDIA and OpenAI announced a groundbreaking investment plan, with both parties investing billions of dollars to jointly build a 10-gigawatt super AI data center and plan to deploy millions of GPUs to support the training of the next generation of large language models. This heavyweight move further ignited market expectations for the future of AI computing power. Recently, several public fund managers interviewed by Securities Times reporters stated that the global AI competition is entering a new stage, characterized by "super large scale, super high energy consumption, and super high investment." The competition for AI infrastructure, from chips to liquid cooling technology, from computing power clusters to energy support, is being fully activated across the global AI computing power industry chain. At the same time, the focus of competition between countries is quietly shifting from "model competition" to a more fundamental, core "computing power competition." (Securities Times).