SORA depth charge, detonating the domestic AI concept, ChiNext Insai Group, Wondershare Technology, Chinese ** rose sharply in a week, which concept is pure?
1.Insai Group: Good at traffic realization, live streaming, company cases include providing marketing solutions for car companies, cooperating with Xiaohongshu to provide holiday marketing activities, etc., traffic realization, advertising and marketing, the release of SORA provides more possibilities for it, the tuyere plus the market value is not large, and the opening price limit. 
Case 2Wondershare Technology: Good at digital creative marketing, selling shovels, products include Wondershare Meow Film, Wondershare Broadcast and other software, customers have B-end and C-end, SORA provides it with direction and imagination space, opening limit. 
Wondershare Technology Software Solution 3, text copyright leading concept Chinese ** opened sharply, Chinese **: has a large number of text copyrights, its foreign short ** app reelshot overseas explosion, the fourth quarter performance soared, performance from loss to profit increased by 120%, SORA released to open the era of national creation ** realization, YouTube one million *** traffic income has tens of thousands, imagination space is huge.
There is strong financial support behind SORA, as mentioned above, according to the information obtained by the chip research institute SemiAnalysis, OpenAI uses 250,000 NVIDIA A100 GPUs were trained for more than three months before the GPT-4 model was made, so computing power has become the key to the success of the domestic SORA concept. 1.High-tech development: The high-tech development restructuring plan intends to purchase 30% of the shares of Huakun Zhenyu held by the CDHTI Electronics Group, 25% of the shares of Huakun Zhenyu held by Gongqingcheng Huakun, and 15% of the shares of Huakun Zhenyu held by Pingtan Yunchen through the issuance of shares and cash payment, totaling 70%, Huawei Kunpeng is currently the most advanced computing power provider in China, and Huawei Ascend 910 is the industry's most powerful AI processor, which can be used as a training chip. Parameter comparison: The peak computing power of the A100 graphics card has reached 195TFLOPS, with a chip area of 826 square millimeters, 54.2 billion transistors, and a power consumption of 400W; The Ascend 910 achieves 320 TFLOPS and 640 TOPS and 310W power consumption with half-precision (FP16) computing power, 640 TOPS and 310W power consumption. 2.Zhenshitong: Zhenshitong said on the interactive platform on September 11 that the company's purchase agreement purchased a server with a GPU of Nvidia H800 chip, and the contract amount was 29.1 billion yuan, 1000 H800 chips have a computing power of about 2000p, and this purchase is basically prepared for computing power leasing. The scale of the first phase of the plan is 2000p, and according to the demand, the investment plan of more than 10,000p is not excluded. 3.Aoya shares: On December 17, Aoya shares (300949) announced that the company's board of directors agreed that the company's wholly-owned subsidiary, Aochuang Engine, plans to purchase 128 high-performance computing servers and supporting software and hardware embedded with NVIDIA GPU chips according to the company's strategic planning.
SOAR is like a depth charge, opening a new era of national creation, and the supporting infrastructure of computing power will be a new outlet in 2024, looking forward to the flying pig!