25年度国庆期间AI新闻信息汇总：多家大厂开启OpenAI合作，AI软硬件协同效应增强

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Insights - The report emphasizes the rapid commercialization of AI software and hardware, highlighting significant collaborations between OpenAI and major tech companies like AMD and Samsung, which are expected to drive growth in the AI and storage sectors [3][5][6] Summary by Sections Background - During the National Day holiday, there was a surge in AI-related news, with OpenAI launching Sora 2 and forming a strategic partnership with AMD for 6 GW of computing power, indicating a strong acceleration in AI software commercialization [3][4] Software Developments - OpenAI's Sora 2 was launched, achieving breakthroughs in audio-visual synchronization and introducing a refined IP control scheme, marking a significant step towards commercial viability [4][14] - The model supports diverse video styles and incorporates a multi-layered governance framework to ensure compliance and safety [4][14] Hardware Collaborations - OpenAI and AMD's partnership involves a "compute + equity" model, where AMD provides 6 GW of GPU resources in exchange for equity, potentially giving OpenAI about 10% of AMD's shares if fully exercised [5][16] - This innovative financial model alleviates cash flow pressures on AI companies while tightly coupling supply chain interests [5][16] Storage Sector Growth - OpenAI's collaboration with Samsung and SK Hynix aims to establish the "Stargate" AI infrastructure project, planning to procure approximately 900,000 semiconductor wafers by 2029 and build data centers in Korea [6][17] - This partnership is expected to unlock new growth opportunities in the high-end storage chip market, given the dominance of these companies in the DRAM and HBM markets [6][17] Investment Recommendations - The report suggests focusing on companies in the computing chip sector such as Cambrian and Haiguang Information, and in the storage chip sector, companies like Demingli and Zhaoyi Innovation [7][17]