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AIGC行业深度报告（10）：ChatGPT，国内算力，拐点之时-20230814-华西证券

邮箱：核心逻辑: 英伟达，全球AI算力王者归来: 巨头指引，海外科技龙头厂商持续布局AI，持续加大资本支出储备AI相关产品，涉及数据中心和服务器，其中包括META、Google、微软，同时海外AI应用持续落地，其商业模式得到验证，例如Microsoft 365 Copilot的定价超预期。AI大模型时代拉开帷幕，对AI芯片需求量明显增多。英伟达实为全球AI算力王者，英伟达相关AI芯片三个月内两

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