According to the CITIC Construction Investment Research Report, AI applications are showing an accelerated development trend due to the improvement of large model capabilities and the development support of AI infrastructure. Many manufacturers, such as Microsoft, Anthropic, Google, SAP, Servicenow, and CRM, have deployed AI agents, mostly from the end of this year to the beginning of 2025. Domestic manufacturers are catching up fast in the field of AI applications. The increase in the number of AI applications and the increase in application activity will generate huge demand for inference computing power, which will continue to drive up the demand for computing power infrastructure.
中信建投:AI应用发展提速,将持续推高算力需求
CITIC Construction Investment: Accelerating the development of AI applications will continue to drive demand for computing power
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