Nvidia(US:NVDA) Xin Lang Cai Jing·2026-01-06 01:17Core Insights - The computer industry undergoes a transformation every 10 to 15 years, with new systems built for new platforms. Currently, two transformations are occurring simultaneously, with applications now being AI-based and software development methods changing [1][3]. Group 1: AI Progress - Significant advancements in artificial intelligence have been observed over the past decade, starting with the first interesting model seen in 2015, followed by the introduction of the Transformer model in 2017, and further impressive models from OpenAI [1][3]. - The exploration of agent models is underway, which can autonomously handle certain AI tasks and learn over time. It is noted that "anywhere in the universe where there is information and structure" can be used to train AI [1][3]. Group 2: Open Source AI Models - As of this month, open-source AI models are approximately six months behind the expensive cutting-edge models from large AI companies [1][3]. - About 80% of startups are adopting open models, indicating a significant trend towards open-source solutions in the AI space [1][3].