AMD Rises on Renewed AI Compute Expectations

Big news in the AI sector! Latest weekend updates indicate that OpenAI, valued at over $1 trillion, has resumed training its most advanced AI models after a one-month pause. However, during training, the models will not have direct access to the real-time internet until OpenAI determines that sufficient security measures are in place to mitigate the risk of unpublished models performing unauthorized actions online during the training process. On the 25th (Beijing Time), the US hard tech sector saw collective gains in pre-market trading. As of press time, Intel rose 1.86% in pre-market trading; Micron Technology, SanDisk, Corning, and AMD all posted gains exceeding 1%; Seagate Technology rose nearly 0.80%; and NVIDIA gained nearly 0.50%. Some market analysts believe that OpenAI’s resumption of frontier model training, despite network disconnection during the process, constitutes a "mildly positive" signal for global AI hardware stocks: The restart of model training implies a rebound in computing power consumption, supporting expectations for chip, server, network, and storage demand. Security isolation may also drive additional infrastructure needs. However, this is unlikely to be interpreted as a strong catalyst akin to concrete order bookings in the short term; rather, it represents primarily a repair in sentiment and expectations, not a robust fundamental driver.