CITIC Securities: Anthropic launches its most powerful model, Mythos; strongly recommends Google Chain

Its advantages are most prominent in real-world cybersecurity scenarios, not only far exceeding Opus4.6 in Firefox vulnerability exploitation tasks, but also capable of discovering and exploiting zero-day vulnerabilities. In addition, Mythos demonstrates a clear acceleration effect in research and development processes within the biopharmaceutical, financial, AI training, and robotics industries. Although its overall alignment is the best, due to its extremely strong capabilities, the radius of risk for infrequent errors is greater, so it is only available to core clients. Anthropic is backed by investments and computing power from Amazon and Google, and their cooperation has recently been strengthened. Starting from 2027, the demand for TPU is expected to reach 3.5GW, with Google's TPU supply chain likely to continue benefiting from the expansion of demand for cutting-edge model training.