Group 1 - OpenAI launched Sora2 video generation model and a standalone social app, Sora, which quickly became the top free app on the Apple App Store in the US within four days of its release [2] - Sora2 enhances the understanding of the physical world, allowing for complex instructions across multiple scenes and supporting synchronized audio and video generation, significantly improving user immersion [2] - The Sora app features two main functions: Cameo, which allows users to insert their virtual avatars into AI-generated scenes, and Remix, enabling users to create new content based on existing videos [2] Group 2 - OpenAI reported that ChatGPT now has 800 million weekly active users and 4 million developers, with its API processing approximately 6 billion tokens per minute [3] - OpenAI announced a strategic partnership with AMD to deploy 6GW of AI data centers, with the first 1GW expected to launch in the second half of 2026, utilizing AMD's MI450 series GPUs [3] - The global AI infrastructure spending is projected to reach $3-4 trillion by 2030, indicating significant growth in the AI computing industry, with a recommendation to focus on AI server ODM and high-end PCB/CCL sectors [3]
东莞证券-电子行业事件点评：OpenAI动作频频，AIInfra需求有望高增-251008
Xin Lang Cai Jing·2025-10-08 15:30