Huatai Securities: AI Agents Accelerate Demand for Computing Power and Memory, Speeding Up Supply Chain Localization
Huatai Securities analysts predict that by 2026, the AI industry will shift from pre-training large models to commercializing AI agents, leading to accelerated growth in inference computing demand. They highlight three key areas: a closed loop of domestic computing power, increased demand for passive components due to AI energy consumption, and faster import substitution.
36Kr24.07 · 04:01