Cheaper AI Inference Drives Record Infrastructure Spending
产业动态AI 60
来源：钛媒体发布时间待核实
The cost of running equivalent AI models has fallen sharply since 2022, yet major technology firms continue to increase capital spending on data centers, memory, packaging, and power. Efficiency gains are expanding total demand through multi-step agent systems, shifting physical bottlenecks and concentrating value in slower-to-scale assets.