AI Without Internet: On-Device AI Is Exploding

English summary

### AI Without Internet: On-Device AI Is Exploding Time: 2026-07-29 21:17:39 Content: AI Without Internet: On-Device AI Is Exploding Securities Star 2 hours ago 8,681 people read On July 29, the on-device AI concept performed actively, with Betone Integrated (603068) and GuoGuang Electric (002045) hitting the limit up strongly. Behind this movement is a structural shift in the market's AI industry logic. Over the past year or so, the core narrative of A-share AI market has revolved around "cloud computing power" - optical modules, servers, computing power leasing, and data centers were the most concentrated directions for funds. But recently, with concerns over circular financing triggered by the surge in NVIDIA CDS, and the "sell-the-news" adjustment after AI hardware stocks delivered results, the cloud computing power narrative is cooling off. Funds' attention is shifting to another direction - AI is moving from the cloud to the terminal. ...