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According to a research report released by CITIC Construction Investment, as of March this year, the average daily token consumption of Doubao's large-scale model has soared to over 120 trillion, marking a staggering 1000-fold increase since May 2024. In January, Zhipu's Annual Recurring Revenue (ARR) hit USD 40 million, and it is projected to surge to USD 1 billion by the year's end, representing a remarkable 25-fold growth. Furthermore, Nvidia has made strategic investments in Marvell to propel the advancement of silicon photonics technology. CITIC Construction Investment continues to express a positive outlook on the AI sector, with particular emphasis on AI applications, AI computing power, and the optical communications segment, encompassing optical fiber cables, optical modules, and optical chips.
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