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中信建投:AI應用發展提速,將持續推高算力需求
格隆匯 11-18 07:59

中信建投研報指出,大模型能力的提升和AI基礎設施的發展支撐,AI應用呈現加速發展態勢。微軟、Anthropic、谷歌、SAP、Servicenow、CRM等眾多廠商在AI agent均有所佈局,多在今年年底至2025年初落地。國內廠商在AI應用領域加速追趕。AI應用數量的增加、應用活躍度的提升將會產生極大的推理算力需求,將持續推高算力基礎設施需求。

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