Jinwu Financial News | According to the China Aviation Securities Research Report, as of mid-December 2024, the average daily token usage of the Doubao General Model exceeded 4 times, an increase of 33 times compared to when it was first released seven months ago. The bank said that behind the launch of the big bean bag model, it stemmed from the low cost of popularization after large-scale implementation of AI applications. According to reports, Doubao's updated visual understanding model can achieve a price of only 3 percent of the input price per thousand tokens, and can process 284 720P images for 1 yuan. At the same time, inclusive AI applications are driving a rapid increase in demand for intelligent computing power. Tech giants are launching a computing power infrastructure competition, and Baidu and other companies are discussing how to build a 100,000 card cluster.

The bank continued that in addition, the domestic industry has begun a journey of AI transformation and upgrading. Xiaomi (01810) has begun to build its own GPU 10,000 card cluster, and Ideal Auto (02015) publicly announced a strategic transformation AI enterprise. Marked by the explosive and large-scale growth in Doubao's average daily token usage, the domestic AI industry is entering a new industrial growth cycle of successively achieving “rapid implementation+commercial monetization” in various fields.