【国泰君安:Grok3发布,算力及平台型应用迎来催化】 国泰君安研究指出,xAI发布Grok3并推出SuperGrok订阅服务,标志着AI与社交平台深度融合的新阶段。云服务商和数据中心运营商将直接受益于持续增长的算力需求。同时具备垂直领域优势和数据壁垒的AI解决方案提供商将获得重要机遇。另外,社交平台与AI服务的融合也将推动ToC端付费模式的创新。

金融界
20 Feb
国泰君安研究指出,xAI发布Grok3并推出SuperGrok订阅服务,标志着AI与社交平台深度融合的新阶段。云服务商和数据中心运营商将直接受益于持续增长的算力需求。同时具备垂直领域优势和数据壁垒的AI解决方案提供商将获得重要机遇。另外,社交平台与AI服务的融合也将推动ToC端付费模式的创新。

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