计算机行业周报：CES2025英伟达发布RTX5090，Cosmos推动AI进入“物理人工智能”时代

Investment Rating - The report maintains a "Buy" rating for key companies in the AI and computing sector, including Keda Xunfei, Cambricon, DingTong Technology, and Yida Information [12][48]. Core Insights - The emergence of Physical AI, as defined by NVIDIA, signifies a new phase where AI evolves from mere perception and generation to reasoning, planning, and action, enabling intelligent agents to understand and interact with the physical world [12][47]. - NVIDIA's Cosmos platform is the first of its kind, designed to generate virtual world states based on text, images, or video prompts, catering specifically to the unique needs of autonomous driving and robotics applications [12][47]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with specific configurations such as A100-40G priced at 28.64 CNY/hour on Tencent Cloud and 31.58 CNY/hour on Alibaba Cloud [21][22]. - NVIDIA unveiled several groundbreaking hardware products at CES 2025, including the RTX 50 series graphics cards, the Grace Blackwell NVLink72 superchip, and the Project DIGITS personal AI supercomputer [22][23][24]. 2. AI Application Dynamics - Notion.AI experienced a 30.18% increase in search traffic, indicating growing interest in AI applications [28]. - The Cosmos platform integrates advanced generative world foundation models, enabling developers to generate synthetic data for applications in autonomous driving and robotics [29][30]. 3. AI Financing Trends - Tractian secured $120 million in Series C funding, addressing issues related to unplanned downtime in manufacturing, which costs Fortune 500 companies approximately $1.4 trillion annually [35][36]. 4. Market Review - The AI computing index and AI application index showed significant fluctuations, with the highest daily increase of 4.33% and 3.43% respectively [39][40]. 5. Investment Recommendations - The report emphasizes a positive outlook on AI hardware and software opportunities, recommending attention to leading companies such as Keda Xunfei, Cambricon, DingTong Technology, and Yida Information [12][47][48].