计算机行业周报：英特尔发布新一代处理器，ByteDanceResearch提出机器人大模型

Investment Rating - The report maintains a "Buy" rating for key companies in the AI and computing sectors, including iFLYTEK (002230.SZ), Taiji (002368.SZ), Cambricon (688256.SH), and Dingtong Technology (688668.SH) [9][32]. Core Insights - Intel has launched the new Arrow Lake-S series processors, which show improvements in performance and power consumption, despite the removal of Hyper Threading technology [4][15]. - ByteDance Research has introduced the GR-2 robot model, showcasing significant generalization capabilities and potential for various tasks, indicating a breakthrough in robot model technology [6][21]. - The AI application sector is experiencing growth, with notable increases in traffic for AI-related websites, particularly for Baidu's Wenxin Yiyan, which saw a 35.87% increase in search traffic [19][20]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with specific pricing for various configurations such as A100-40G and A100-80G [13][14]. - Intel's new Arrow Lake-S series processors utilize the Lion Cove and Skymont architectures, achieving a 9% and 32% increase in IPC respectively compared to previous generations [15][16]. 2. AI Application Dynamics - The GR-2 model from ByteDance Research has been trained on 38 million internet video clips, enhancing its ability to generalize across various tasks and environments [21][22]. - The traffic data for AI-related websites indicates a significant increase in user engagement, with ChatGPT leading in traffic [19][20]. 3. AI Financing Trends - Basecamp Research and DeepSense Technology have secured $60 million and several hundred million RMB in funding, respectively, indicating strong investor interest in AI startups [24][25]. 4. Market Review - The AI computing index and AI application index have shown significant fluctuations, with notable gains and losses among various companies in the sector [26]. 5. Investment Recommendations - The report suggests focusing on leading AI companies such as iFLYTEK and Dingtong Technology, which are expected to benefit from the growing demand in the AI market [31].