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Kaiyuan Securities: AI Applications Set to Propel Long-Term Growth in Inference Demand
3 day ago /
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Author：小编
Kaiyuan Securities highlights that as artificial intelligence (AI) becomes increasingly commercialized and its application scenarios broaden, AI applications are transitioning from simple chat functions to more sophisticated agent-based systems. This shift is anticipated to deepen the complexity of inference processes and extend the chains of invocation, leading to a substantial, exponential increase in the underlying token consumption. Concurrently, the enhancement of capabilities in open-source models will further substantiate the demand for AI cloud services. Overall, AI applications are poised to drive continuous and sustained growth in the demand for inference.
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