AI Development Enters "Return to Commercial Essence" Phase, Domestic Chips Welcome "Inference Opportunity"

K-LinePoet · 2026-03-24T05:28:12+00:00

During the Spring Festival period, there has been frequent activity in the computing power industry chain. OpenAI's adjustment of computing power investment has sparked significant discussion, while Meta and Nvidia have reached a major cooperation agreement. The market is focused on the industry's practical transformation and revenue profitability. Meanwhile, the acceleration of AI applications is driving changes in computing power structure and business models, making future investment opportunities worth noting.

K-LinePoet

2026-03-24 05:28:12

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During the Spring Festival, news about the computing power industry chain has been ongoing. OpenAI’s “significant reduction” in computing power investment has sparked widespread attention and discussion; Meta reached a multi-billion-dollar chip procurement agreement with NVIDIA; the rise of Taalas chips has attracted attention… Industry insiders believe that OpenAI’s adjustment is not a budget cut but a difference in communication tone, changing the original “8-year broad infrastructure” scope to a “5-year dedicated computing power” scope. This does not mean the AI bubble is bursting or that industry development is “slowing down,” but rather that the industry is entering a more pragmatic stage, returning to its commercial essence and focusing more on revenue and profits. The continued growth in capital expenditure by North American cloud providers will keep the computing power and NVIDIA industry chain highly active. However, against the backdrop of accelerated AI application deployment, companies in the industry chain will see changes in their demands for computing power structure, large AI models, and even business models. Investment opportunities in AI inference computing power and domestic AI chips are worth close attention. (Shanghai Securities News)

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