科技行业周报:算力景气持续 NVIDIA H20恢复供应

第一上海
21 Jul

核心观点:我们继续强烈看好AI 应用驱动的算力需求持续高增长,海内外AI 应用进入普及的拐点时刻。国内方面,字节豆包在应用方面不断拓展,Token 消耗迭创新高,阿里,腾讯快手等互联网大厂也在大模型应用落地上持续发力。海外方面,OpenAI,Anthropic 在ARR 上高歌猛进,OpenAI 在25 年6 月达成100 亿美元ARR 里程碑,Anthropic 也因其编程AI 需求大爆发,单月...

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