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On September 14, Anthropic advocated for a deceleration in the development of advanced AI models, highlighting the growing concerns regarding the 'grave' risks AI presents to humanity—a viewpoint shared by industry leaders like Elon Musk. Analysts from Zheshang Securities, including Feng Cuiting, pointed out in a report that while this recommendation might impose short-term pressure on AI hardware and large-scale model developers, it is poised to favor AI application and terminal companies in the medium to long run. Over the medium to long term, the trajectory of AI computing power infrastructure development, especially within China, remains steady. Global token utilization is projected to continue its explosive growth trajectory, accompanied by a swift increase in demand for inference computing capabilities.
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