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海天瑞声(688787.SH):客户对训练数据本身的需求是会长期持续的

Haitian Ruisheng (688787.SH): Customers' demand for training data itself will be long-term and continuous.

Gelonghui Finance ·  Oct 14, 2024 15:49

Gelonghui October 14th | Haitian Ruishi (688787.SH) stated during a specific investigation that the demand for training data itself from customers will persist in the long term.

Before and in the initial stage of the customer's AI product going online, because it has not yet generated real network data, it usually needs to purchase simulated data sets for the training of the algorithm model; after the product goes online and runs for a period of time, generating a large amount of real network data, it will then provide real network data to us for data processing. The processed data feedback to the customer's product to promote its iteration and upgrade. Subsequently, customers need to expand the product's functions, and once again need to purchase simulated data sets to support them. They will then proceed to purchase data processing services for iterations, and this cycle continues. Therefore, the demand for training data from customers is continuous, and as AI technology is applied in more and more scenarios, the demand for data sets in various scenarios will rise, resulting in an increasing need for training data.

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