8月25日消息，"硅谷钢铁侠"埃隆·马斯克（Elon Musk）日前高调宣布为新公司"巨硬"（Macrohard）招揽人才。 "巨硬"是一家以人工智能为核心的公司，誓言颠覆价值1.2万亿美元的软件行业。这家"纯AI软件公司"旨在通过自动化软件开发，直接挑 战微软的Office套件和Azure AI平台。美国专利商标局文件显示，xAI已于8月1日为"Macrohard"提交商标注册申请。 xAI工程师布伦特·梅奥（Brent Mayo）转发了马斯克的帖子，显示内部对项目的支持。Grok在X平台回应评论称，理论上AI可复制微软从 编码到管理的"整个运营"，并透露公司正在招聘。马斯克未提供更多细节，xAI和微软的发言人均未回应置评请求。 AI风暴席卷软件世界 "巨硬"计划是用数百个专业AI代理取代人类开发者，覆盖编码、测试和用户体验设计。马斯克宣称，这能将开发成本砍掉70%，上市速 度提升40%，还杜绝人为失误。"巨硬"整合了特斯拉自动驾驶和Neuralink脑机接口的现实数据，与马斯克的生态系统——包括特斯拉、 Neuralink和xAI的超级计算设施形成强大协同。 但公司面临的挑战不容小觑。AI虽在重复任务上如 ...

Investment Rating - The report maintains a "Positive" investment rating for the computer industry [5] Core Insights - The AI application sector is entering a commercialization phase, presenting numerous investment opportunities in both AI application and computing power industries [3][8] - Major tech companies are increasingly integrating AI into their core business operations, driving significant revenue growth [8][47] Summary by Sections Section 1: Rapid Model Iteration and AI Business Realization - The competition among global tech companies in large model development is intensifying, with 11 companies releasing or iterating 32 versions of large models within approximately 220 days [12][18] - The introduction of reinforcement learning has significantly enhanced model inference capabilities, leading to the rapid development of various applications in programming, law, sales, and design [17][20] Section 2: Increased Computing Power Consumption and Capital Expenditure - Microsoft leads the AI infrastructure investment, with capital expenditures reaching $88.2 billion in the 2025 fiscal year, followed by Google and Meta with $85 billion and $66-72 billion respectively [8][71] - The rapid growth in AI token consumption is driving tech giants to increase their capital expenditures to support AI infrastructure [71] Section 3: Investment Recommendations and Targets - Investors are advised to focus on the overall opportunities in the AI application sector, with specific companies highlighted for potential investment, including: - AI Application Sector: Zhuoyi Information, Keda Xunfei, Tax Friend, Kingsoft Office, Dingjie Smart, Hand Information, Focus Technology, Fanwei Network, Caixun Co., Wanjing Technology, Foxit Software, Dongtu Technology, New Zhisoft [3] - AI Computing Power Sector: Cambrian-U, Haiguang Information, Runjian Co., Xiechuang Data, Aofei Data, Capital Online, Yike De-W, Guanghuan New Network, Runze Technology [3]

Core Viewpoint - OpenAI is expanding its cloud infrastructure by partnering with Google, in addition to its existing relationships with Microsoft, CoreWeave, and Oracle, to meet the increasing demand for computational resources for its ChatGPT and related applications [1][2]. Group 1: OpenAI's Cloud Strategy - OpenAI has shifted from relying solely on Microsoft for cloud services to incorporating Google Cloud, indicating a growing need for computational power [1]. - The partnership with Google is beneficial for Google Cloud, which is smaller and newer compared to Amazon and Microsoft's cloud divisions [1]. - OpenAI has also signed a five-year cloud service agreement with CoreWeave valued at nearly $12 billion [2]. Group 2: Microsoft and OpenAI Relationship - Microsoft has agreed to provide OpenAI with priority purchasing rights for additional computational resources, rather than being the sole supplier [2]. - Microsoft retains exclusive rights to OpenAI's programming interface [2]. Group 3: Challenges Faced by OpenAI - OpenAI is facing capacity constraints in utilizing NVIDIA GPUs to drive its large language models [2].