Recently, Google announced the release of a new generation of large model Gemini, which once again aroused the market's continuous attention to the artificial intelligence industry. As the first multimodal model released by Google and the world, the Gemini model is the first model to surpass human experts on MMLU in terms of performance. The model is divided into three versions: Gemini Ultra, Gemini Pro, and Gemini Nano according to the size, and supports testing and running in the cloud and at the edge. At the same time, Google simultaneously released the latest version of the computing chip TPU V5P, which is 2% more cost-effective than the previous generation TPU V43 times.
CITIC** believes that the official release of the multimodal Gemini model can broaden the expansion of application scenarios on the one hand, and bring continuous upgrading of computing power demand on the other hand. CITIC** continues to be optimistic about the prospects of the follow-up AI industry, and believes that the release of subsequent GPT-5 and other models will also bring more catalysts.
The AI industry chain has ushered in a new stage of catalysis, and the superimposed policies have continued to support the digital economy, and the prosperity of popular sectors such as AI applications, computing power leasing, and data elements covered by cloud computing 50 ETF (516630) and big data 50 ETF (516000) is expected to continue to rise.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.