计算机行业周报：AMD公布MI325X同台竞技英伟达，“年更”预示AI芯片竞争趋于白热化

Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including iFlytek (002230.SZ), Taiji (002368.SZ), and Jinqiao Information (603918.SH) [8][41]. Core Insights - The AI sector is witnessing a significant shift towards edge AI, as highlighted by Apple's launch of the Apple Intelligence system, which integrates various intelligent generation models for enhanced user experience [7][22]. - AMD's upcoming Instinct MI325X chip is set to outperform NVIDIA's H200 in several performance metrics, indicating a competitive landscape in AI chip development [4][16]. - The report emphasizes the growing demand for AI computing power, driven by advancements in edge AI applications and the need for enhanced processing capabilities [7][41]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with AMD's Instinct product line updates aligning with NVIDIA's offerings [4][12]. - AMD's MI325X chip will feature a memory capacity of 288GB and a bandwidth of 6TB/s, significantly surpassing NVIDIA's H200 in memory size and performance metrics [16][17]. 2. AI Application Dynamics - Apple's Apple Intelligence system, launched on June 10, 2024, marks the beginning of a new era for edge AI, designed to enhance user interaction and task efficiency [22][27]. - The system utilizes a language model with approximately 3 billion parameters, optimized for both device and cloud processing [22][23]. 3. AI Financing Trends - Mistral AI secured $640 million in Series B funding, positioning itself as a leading player in the large language model space, while Cognigy raised $100 million to enhance its AI customer service capabilities [6][33]. 4. Market Review - The AI computing index and AI application index both experienced gains, with notable increases in specific companies within the sector [35][41]. 5. Investment Recommendations - The report suggests focusing on companies that are central to AI development, particularly those involved in edge AI and hardware supply chains, as these areas are expected to see accelerated growth [7][41].