AI模型扎堆升级,国产算力需求狂飙,IDC将迎来新一轮爆发?

华尔街见闻
Feb 13

美银指出,中国AI行业本周迎来了极其关键的转折点。这不再仅仅是关于技术参数的军备竞赛,而是实打实的商业化落地与需求爆发。随着字节跳动、智谱AI等巨头密集发布新一代大模型,尤其是视频生成能力的突破,算力需求正在呈指数级增长。 据追风交易台,2月12日,美银在最新研报中认为,对于投资者而言,最直接的信号并非来自模型的炫技,而是价格的上涨。从智谱AI大幅上调API价格,到公有云厂商UCloud的全线涨价...

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