信息技术行业动态点评：OpenAI收购数据库公司，实现AI和数据融合

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the information technology industry [3]. Core Insights - OpenAI's acquisition of Rockset, a leading real-time analytics database company, aims to enhance AI and data integration, allowing OpenAI to transform its data into actionable intelligence [1][2]. - Real-time data access and processing technology are crucial in the current AI arms race, with Rockset's capabilities enabling OpenAI to support its cross-product search infrastructure and improve the robustness of AI applications [2]. - The synergy between large models and databases is emphasized, as large model technology creates new applications for unstructured data, while databases have seen revolutionary improvements through AI technology [2]. - The report suggests monitoring major players in the large model sector such as iFlytek, Kunlun Wanwei, and 360, as well as database companies like Dameng Data, Taiji Co., and others [2]. Summary by Sections Section: Acquisition Announcement - On June 21, 2024, OpenAI announced its acquisition of Rockset, focusing on integrating Rockset's data indexing and querying capabilities into its products [1]. Section: Technology Commentary - The report highlights the importance of real-time analysis and multi-modal vector retrieval for the application of large models in enterprises, indicating a high demand for database real-time capabilities and vector search abilities [2]. Section: Investment Recommendations - The report encourages attention to both large model vendors and database companies, indicating potential investment opportunities in these sectors [2].