中信建投：AI应用发展提速，将持续推高算力需求

美港电讯11-18

【中信建投：AI应用发展提速，将持续推高算力需求】金十数据11月18日讯，中信建投研报指出，大模型能力的提升和AI基础设施的发展支撑，AI应用呈现加速发展态势。微软、Anthropic、谷歌、SAP、Servicenow、CRM等众多厂商在AI agent均有所布局，多在今年年底至2025年初落地。国内厂商在AI应用领域加速追赶。AI应用数量的增加、应用活跃度的提升将会产生极大的推理算力需求，将...

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