OpenAI's newly released video generation model, Sora, has elevated video creation to new heights, significantly increasing the demand for AI computing power. This surge will drive the AI infrastructure into a period of unprecedented prosperity, encompassing advancements in AI chips, data centers, and servers. Companies like NVIDIA, Intel, and AMD are poised to capitalize on substantial market opportunities. Meanwhile, domestic large-scale model developers are expected to swiftly follow suit, intensifying their investments in large-scale video generation models.