国盛计算机自定义Agent相关报告：入口之战、算力继续猛烈

Investment Rating - The report suggests a "Hold" rating for the computer industry, indicating a relative performance within -5% to +5% compared to the benchmark index [44]. Core Insights - The report emphasizes the importance of three core elements for AI applications: data, models, and interfaces, which are crucial for evaluating the potential of AI applications [14][18]. - The competition for AI entry points is intensifying, with major players like OpenAI launching new products such as the ChatGPT Atlas browser, which integrates AI capabilities directly into the browsing experience [22][27]. - The demand for computing power is surging, highlighted by Anthropic's partnership with Google to deploy 1 million TPU chips, aiming for over 1GW of computing capacity by 2026 [30][28]. Summary by Sections Custom Agent Insights - The report discusses the evolution of AI agents, noting that successful applications require specialized data, enhanced model capabilities, and open interfaces for interaction with external systems [14][18]. - Examples include the integration of real-time data in travel agents like Fliggy, which improves the accuracy and timeliness of recommendations [16][17]. AI Browser Developments - OpenAI's ChatGPT Atlas browser allows users to interact with AI directly within the browser, providing personalized memory capabilities and the ability to perform tasks based on user input [22][26]. - This development signifies a strategic move to establish a core operating system for internet navigation, potentially replacing traditional browsers [27]. Computing Power Demand - The report highlights the increasing need for computing resources driven by advancements in AI, with Anthropic's collaboration with Google representing a significant investment in cloud computing [30][28]. - The introduction of the Doubao-Seed-3D-1.0 model by ByteDance is expected to further elevate computing demands by enabling high-quality 3D model generation from single images [33][31]. Companies to Watch - The report identifies several companies to monitor in the computing power sector, including Cambrian, Haiguang Information, and others, as well as AI application developers like Alibaba and Tencent [34].