On February 19, driven by the hot spot of SORA Wensheng** model, AI concept stocks in the A** field broke out across the board. In this regard, a number of listed companies responded that SORA-related products and applications are in the initial stage and need to be further studied, and will find breakthroughs in the implementation of Wensheng ** technology and SORA applications according to their own business characteristics.
Institutional sources said that the Wensheng ** model represented by SORA has greatly shortened the time for the arrival of the AGI (General Artificial Intelligence) era. With the gradual upgrade of multi-modal large models, the demand for computing power will increase exponentially, and downstream applications are expected to flourish, promoting the release of productivity value in application fields.
Listed companies respond to hot spots
With the arrival of the first trading day after the Spring Festival, SORA-related concepts and AI concepts in the A** field have exploded across the board, and relevant listed companies have responded to the hot spots of market attention.
The relevant staff of EclickWorld responded to a reporter from China ** Daily: "The company actively pays attention to the progress of various overseas models and applications such as SORA. SORA has a great role in promoting the AI-** of the advertising industry, which can greatly reduce the production cost and production time of ** ads, thereby improving the conversion effect of ads. We look forward to the improvement and help of our advertising business after SORA opens up the app. ”
The staff of the ** Department of Bohui Technology responded to the reporter of China ** Daily that SORA-related products are currently in the initial stage, and future applications need to be further studied. The company's business is mainly in the field of media security, and if the application scenarios of SORA are relatively wide in the future, the amount of data generated will increase, which will promote its own industry to a certain extent.
The staff of the ** department of Insai Group told a reporter from China ** Daily that the company is expected to develop and realize the Wensheng ** function by the end of March 2024, and then launch the public beta version to officially start commercialization. The company has received invitations to bid for generative artificial intelligence (AIGC) marketing projects from several well-known brands in the automotive and FMCG industries, and will accelerate the commercialization process of InsightGPT on the premise of ensuring the effectiveness and efficiency of the company. Regarding the impact on the company, Insai Group said that first, the company's self-developed InsightGPT belongs to the vertical model of the marketing industry, which is not in direct competition with the underlying general model such as SORA, but can be combined with the general model to enrich its own material library and improve the efficiency and quality of generation; Second, with the gradual integration of the relevant technical level in the future, the more and more popular creative tools can only win through the ability of content, creativity, innovation, etc., and the company's accumulation in the marketing industry will help InsightGPT to form differentiated advantages in creativity and insight and stand out in the market competition, especially for large brand customers.
Regarding the impact of SORA's explosion, the staff of Hanwang Science and Technology Department responded to a reporter from China's ** newspaper that Hanwang has been working in the field of artificial intelligence and has its own core technologies, such as text recognition, image recognition, and analysis. In the direction of identification and analysis technology, it has its own large model, which is mainly applied in the vertical field. "SORA is currently a more cutting-edge dynamic, the company's own large model is called 'Hanwang Tiandi', is for the needs of industry customers, the company has been operating in the field of justice, personnel, digital archives for many years, these customers themselves also hope to have some tools that can improve efficiency, the company also hopes to produce products that are more in line with the needs of industry customers. The above-mentioned ** department staff said.
Igniting the Chinese and foreign science and technology industries
On February 16, OpenAI released the Wensheng ** large model SORA, but did not provide a test entrance, but only showed the effect. With text prompts, Sora is able to create up to 60 seconds of content. With realistic effects and ultra-fast generation speed, SORA quickly exploded the Chinese and foreign technology industries as soon as it was released. According to OpenAI, Sora's complex scenarios include multiple characters, specific types of movement, and subjects and backgrounds with accurate detail. Sora understands not only what the user asks for in the prompt, but also how these things exist in the physical world.
OpenAI proposed in the technical report that SORA can deeply "understand" the physical world in motion, which can be called a real "world model", or "world simulator". "SORA's potential to become a leader in the next generation of physical world simulators is mainly due to its design concept based on multimodal large models and its huge computing power and engineering capabilities. Li Wei, vice president and chief scientist of Mobvoi Engineering, said.
In fact, SORA is not the first large model of Wensheng. In November 2023, Pika Labs released its first product, Pika 10, able to generate and edit 3D animation, anime, ** and movies, is regarded as a zero-threshold "** generation artifact". In addition, Runway, Google Lumière**AI generative model, SVD1 of Stability AI1 also came out one after another.
Experts generally believe that SORA has subversive functions such as basic understanding of the movement rules of the real physical world and multi-lens consistency, and basically solves technical difficulties such as relatively realistic simulation, consistency of characters and visual styles, and stability of camera movement, and the effect is ahead of PIKA, Runway and other first-class large model pioneers, but it still does not overcome the shortcomings such as difficulty in accurately simulating complex scenes and behavioral interactions, and it is difficult to accurately understand causal relationships and spatial details.
There are bright spots both upstream and downstream
From the upstream point of view, similar to the ChatGPT large model, the development of the Wensheng ** model represented by SORA requires the support of three key elements: data, algorithms and computing power.
According to CITIC, if SORA becomes a super application in the creative field, it will bring a huge demand for network equipment upgrades. This is expected to alleviate the market's concerns about the sustainability of investment in computing equipment such as optical modules, thereby opening up the valuation space of leading manufacturers.
In the future, as the scale of the model increases, the parameters will continue to be amplified, and the successive launch of multi-modal large models will trigger an exponential increase in the demand for computing power, including training and inference.
Experts believe that from the downstream point of view, the Wensheng model is expected to bring a subversive revolution to the downstream application market. In terms of industry, Huafu believes that the launch of the SORA model will bring about a jump in productivity in the field of content supply, and is optimistic about the rapid growth of short-term production capacity in the short term. Traditional production often requires a lot of manpower, material resources and time costs, and by using the SORA model, creators can quickly and efficiently generate, greatly reducing the output cost and further improving the innovation and diversity of content output. In addition, considering the availability of the SORA model, the application of Wensheng** will be the first to land overseas, helping IP copyright companies, overseas advertising and marketing companies to quickly produce first-class content in line with the international market, attract users at home and abroad, achieve overseas business expansion and increase performance.