Cheaper AI Inference Drives Record Infrastructure Spending
IndustryAI 60
Source: 钛媒体Publish time unverified
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.