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OpenAI's Sora Emerges: What Implications and Investment Prospects Does It Offer?

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Moomoo News Global wrote a column · Feb 19 04:29
On February 15th, OpenAI made a groundbreaking announcement with the release of Sora, the most powerful text-to-video model to date. Sora is capable of generating detailed videos based on textual prompts, expanding on existing video narratives, and even creating scenes from static images. While AI-generated videos are not new, Sora's public demonstration showcased significant advancements in video quality, duration, and more, creating a stir in the industry.
The launch of Sora is being hailed as a milestone event in AIGC, leading to a surge in OpenAI's valuation and presenting investment opportunities across the AI industry chain, from upstream computing power to downstream applications, and impacting various industries such as media, entertainment, gaming, advertising, and more.
Source: OpenAI
Source: OpenAI
What Makes Sora Stand Out Compared to the Previous AI Video Generation Tool?
Before Sora's debut, there were many video generating tools such as Runway Gen2 and Pika. However, Sora is significantly superior to other platforms in several aspects:
1. Video length and clarity: Sora can output high-definition videos up to 60 seconds long at 1080P, which is a significant improvement over other competitors that can output videos up to only ten to twenty seconds long. Moreover, the video generating effect is very coherent.
2. Flexible video size and extension: Sora's model can sample widescreen 1920x1080 videos, vertical 1080x1920 videos, and all sizes of videos in between (other models have fixed sizes). Sora also supports creative video extension both forwards and backwards, as well as the connection of multiple videos.
3. Single video with multiple angle shots: Sora can create multiple shots in a single generated video, accurately maintaining consistency in character and visual style, even if the subject temporarily leaves the field of view.
4. Real-world physical modeling capability: Sora not only understands the user's prompts but also understands how these things exist in the physical world.
According to OpenAI, "We're teaching AI to understand and simulate the physical world in motion, with the goal of training models that help people solve problems that require real-world interaction."
Amidst Recent Advancements in AI, Which Industries Will be Impacted and What Investment Opportunities Are Emerging?
Although current models still have weaknesses such as difficulty accurately simulating the physical principles of complex scenes, the debut of Sora undoubtedly marks a breakthrough in AI in the field of video technology, ushering in a new era of AIGC.
In addition to OpenAI, other tech stars have recently made new breakthroughs in the AI field:
Google has released Gemini 1.5 Pro, which supports up to 1 million token context length and has significantly improved performance; Meta launched V-JEPA, an AI video model that aims to effectively enhance AI's understanding of the world by predicting missing or obscured parts in videos.
$NVIDIA(NVDA.US)$ also released a local chatbot application called Chat with RTX. Furthermore, from the disclosed financial reports, the capex guidance of giants such as $Alphabet-A(GOOGL.US)$, $Amazon(AMZN.US)$, $Microsoft(MSFT.US)$, and $Meta Platforms(META.US)$ in the AI field continues to increase, confirming the industry's high prosperity.
With the acceleration of the big model arms race and continuous technological breakthroughs in multimodal AI, a series of related fields will also undergo profound changes.
1. AI Application Scenarios Expected to Accelerate
The emergence of Sora means that the competition in the video generation field is becoming increasingly fierce and will significantly accelerate the development of multimodal AI and AI application scenarios. The emerging capabilities behind Sora provide clear directions for industries that require real-world modeling, such as autonomous driving, design, advertising (e-commerce), education, healthcare, and network security, and AI application scenarios will continue to expand. Companies that are the first to lay out AI in the application end are expected to benefit from changes in the industry landscape.
2. Further Increase in Computing Power Demand
Sora will accelerate the investment of major players in the multi-modal field and is expected to drive an increase in computing power demand for both training and inference sides, benefiting AI chip giants such as $NVIDIA(NVDA.US)$ and $Advanced Micro Devices(AMD.US)$ directly. Due to the booming demand for AI, Nvidia has advanced the original planned release date of B100 from 2024Q4 to 2024Q2, which is said to be twice as powerful as the current model H200.
3. Earthquake in the Traditional Entertainment and Film Industry
The emergence of Sora means a significant reduction in the threshold and cost of video generation, which will bring about significant changes in industries such as video production, traditional advertising, film, and short videos. Compared to traditional film and television production, the Sora production process is simpler, has lower investment costs, and generates faster, more creative results. After Sora's release, companies engaged in the development of multimedia production software, such as $Adobe(ADBE.US)$, saw their stock prices plummet by 7.41% on last Friday, while $Shutterstock(SSTK.US)$, a supplier of image libraries, stock images, music, and editing tools, fell by more than 5.44%.
According to The Hollywood Reporter, a leading American film industry magazine: " While similar AI video tools have been available, OpenAI's system represents rapid growth of the tech that has the potential to undercut huge swaths of labor. It signals further mainstream adoption as the entertainment industry grapples with AI."
Source: OpenAI, Bloomberg, The Hollywood Reporter
By Moomoo US Irene
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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