According to the latest news over the weekend, OpenAI, which is valued at more than a trillion dollars, has resumed training its most advanced AI models after suspending training for a month. However, models cannot directly access the real-time Internet during training until OpenAI believes that sufficient security measures are in place to reduce the risk of unpublished models performing unauthorized operations online during training. On the 25th, Beijing time, the hard technology sector of the US stock market collectively boosted in the dark market. As of press release, Intel's dark market rose 1.86%, Micron's dark plate, SanDisk dark plate, Corning dark plate, and Chaowei Semiconductor's dark plate all rose by more than 1%, Seagate's dark market rose nearly 0.80%, and Nvidia's dark market rose nearly 0.50%. Some market analysts believe that OpenAI resumed cutting-edge model training but was disconnected from the network during training, which is “warm” news for global AI hardware stocks: model restart training means that computing power consumption has rebounded, demand for chips, servers, networks, and storage is expected to be supported, and security isolation may also bring about additional facility requirements. However, in the short term, it is difficult to count as a strong benefit in the form of order fulfillment. It is more a restoration of mood and expectations rather than a strong catalyst for fundamentals.

According to the latest news over the weekend, OpenAI, which is valued at more than a trillion dollars, has resumed training its most advanced AI models after suspending training for a month. However, models cannot directly access the real-time Internet during training until OpenAI believes that sufficient security measures are in place to reduce the risk of unpublished models performing unauthorized operations online during training. On the 25th, Beijing time, the hard technology sector of the US stock market collectively boosted in the dark market. As of press release, Intel's dark market rose 1.86%, Micron's dark plate, SanDisk dark plate, Corning dark plate, and Chaowei Semiconductor's dark plate all rose by more than 1%, Seagate's dark market rose nearly 0.80%, and Nvidia's dark market rose nearly 0.50%. Some market analysts believe that OpenAI resumed cutting-edge model training but was disconnected from the network during training, which is “warm” news for global AI hardware stocks: model restart training means that computing power consumption has rebounded, demand for chips, servers, networks, and storage is expected to be supported, and security isolation may also bring about additional facility requirements. However, in the short term, it is difficult to count as a strong benefit in the form of order fulfillment. It is more a restoration of mood and expectations rather than a strong catalyst for fundamentals.