Overnight, a piece of news from OpenAI ignited the market.
According to reports,OpenAI is advancing on two fronts in 'AI applications':Launching Sora 2, an 'AI version of TikTok,' to enter the short-video social space, while collaborating with e-commerce giants through ChatGPT to create an 'AI version of Amazon' enabling instant shopping.This artificial intelligence giant is accelerating its strategic shift from being a technology provider to becoming an application platform service provider.
Previously, NVIDIA CEO Jensen Huang expressed strong optimism about artificial intelligence,It is predicted that OpenAI may become the next trillion-dollar hyperscale company.
As OpenAI strongly promotes 'AI applications,' it is expected to trigger a follow-up effect among tech giants.When AI capabilities become standard, all services will eventually evolve into AI-driven applications.Behind this transformation lies a massive demand for token calls and computational power, representing a real and inelastic need.This undoubtedly will ignite growth engines for the computational power and storage markets.
Computational power serves as the engine for data processing, while storage forms the foundation for data retention.As competition intensifies in the storage and computational power sectors, which companies are the true 'potential winners'? This article will provide an in-depth analysis to identify the key players.
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