Group 1: AI Equipment - Nvidia announced an investment plan of up to $100 billion in OpenAI, which will utilize Nvidia systems to build and deploy at least 10GW of AI data centers for training and running next-generation models, equivalent to 4-5 million GPUs, double the shipment volume of the previous year [1] - Alibaba officially announced a collaboration with Nvidia on Physical AI, covering various aspects including data synthesis, model training, environmental simulation reinforcement learning, and model validation testing, accelerating the construction of AI infrastructure and related equipment investment opportunities [1] Group 2: Nuclear Fusion - China Fusion Company made its first public appearance, aiming to build a high-temperature superconducting fusion device, "China Circulation No. 4," in Shanghai, targeting commercial fusion energy by 2050 [2] - The new fusion experimental device will validate the high-temperature superconducting magnets developed in Shanghai, with the industry expected to see a new breakthrough driven by advancements in superconducting and AI technologies [2] Group 3: Wind Power Equipment - From January to August, the newly installed wind power capacity in China reached 57.84GW, an increase of 24.24GW year-on-year [2] - According to Wood Mackenzie, the global wind power capacity is expected to reach a record high of 170GW in 2025, with an average annual increase exceeding 170GW over the next five years, peaking at 200GW by 2034 [2]
国泰海通|机械:AI、核聚变迎催化,风电景气持续向好
国泰海通证券研究·2025-09-28 12:34