SCS(SH:601555) 智通财经网·2025-10-09 01:43Core Viewpoint - OpenAI is undergoing a systematic upgrade through models, applications, and investments, reshaping the global AI industry landscape, driving the industry from technological breakthroughs to a platform and industrial explosion phase, leading to exponential growth in global computing power, storage, and high-speed connectivity demands [1] Group 1: Application Level - OpenAI is transitioning from a model API provider to a dominant player in the AI ecosystem and underlying operating system, with the launch of Apps SDK making ChatGPT a "new operating system" that allows deep integration of third-party applications [2] - The introduction of AgentKit enables developers to create and deploy production-level AI agents with low-code solutions, significantly lowering the development barrier and promoting industrial application of AI [2] - ChatKit allows any product to embed customized ChatGPT chat functions, while Codex programming assistant achieves real-time programming breakthroughs, indicating OpenAI's strategy to attract global developers and enterprises into its ecosystem [2] Group 2: Model Level - The release of Sora 2.0 marks a significant advancement in AI video generation, referred to as the "ChatGPT moment for video generation," indicating a shift from "usable" to "user-friendly" AI video generation [3] - OpenAI is adopting a dual strategy by entering the short video social space with an "AI version of TikTok" and integrating instant shopping features with ChatGPT, positioning itself as a competitor in the next generation of content and consumer entry points [3] - The introduction of GPT Pulse transforms ChatGPT from a passive tool to an active personal assistant capable of researching, planning, and executing tasks, leading to increased consumption of computing tokens [3] Group 3: Investment Level - OpenAI is making unprecedented investments in computing power to support its ambitious applications and models, including strategic partnerships with Samsung and SK Hynix to secure advanced storage chip supplies [4] - The estimated monthly demand of 900,000 DRAM wafers represents 57% of the combined current capacity of the three major suppliers, significantly reshaping the storage chip industry [4] - OpenAI has secured a $100 billion investment from NVIDIA to build and deploy approximately 10GW of data center systems, equivalent to 4-5 million GPUs, alongside a 6GW chip agreement with AMD, potentially acquiring about 10% equity in AMD [4]