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During the Spring Festival, the computing power industry chain was a frequent topic in news reports. OpenAI revised its description of computing power investment, shifting from an "8-year broad infrastructure" plan to a "5-year dedicated computing power" strategy, sparking widespread discussion. Industry insiders suggest that this is not a budget reduction but rather a change in terminology, indicating neither the bursting of the AI bubble nor a slowdown in industry growth. Instead, it signals a more pragmatic approach to industry development, emphasizing a return to business fundamentals and a greater focus on revenue and profitability. Additionally, Meta secured a multi-billion-dollar chip procurement deal with Nvidia, while the rise of Taalas chips has also drawn considerable attention.
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