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Huatai Securities: Bullish on the Prolonged Expansion of AI Computing Power Demand
2025-07-28 /
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Author：小编
Huatai Securities highlights the accelerating surge in token issuance by prominent overseas internet firms, prompting a gradual recalibration of market forecasts for inference computing power demand. Despite notable disparities in global computing power demand projections, the deployment of large-scale computing clusters and the relentless exploration of model architectures underscore substantial potential for growth in training computing power demand. In the long term, Huatai Securities remains optimistic about the sustained expansion of AI computing power demand.
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