AI智能体点燃云计算第二增长曲线! 华尔街大行拆解IaaS扩容潮与PaaS价值重估 谁赚走Token狂潮的真金白银?

智通财经
Oct 03
【AI智能体点燃云计算第二增长曲线! 华尔街大行拆解IaaS扩容潮与PaaS价值重估 谁赚走Token狂潮的真金白银?】智通财经APP获悉,华尔街金融巨头伯恩斯坦最新发布的研究报告显示,AI云计算领域正在进入“AI智能体狂潮主导之下的人工智能算力需求井喷式扩张、AI推理负载升级、平台价值重分配”同时发生的新阶段,投资机会也随之从GPU算力供给延伸至攸关企业数据运营、企业核心操作流程、连接业务工作流与智能体开发、部署与运行综合平台的云计算领军者们。

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