中信智库：预计国内云厂商日均Token消耗达到60万亿时开始出现一定算力缺口

Core Insights - The report from CITIC Think Tank indicates that domestic cloud service providers in China will experience a tight computing power situation when daily Token consumption reaches 30 trillion Tokens, and a significant computing power gap will emerge at 60 trillion Tokens [1] Group 1: Market Trends - Rapid growth in computing power consumption is anticipated in the domestic market, with a steep increase in the growth rate [1] - Domestic chip manufacturers are expected to have a significant development year, as domestic chips are gradually entering mass production and delivery [1] Group 2: Market Concentration - The report predicts a notable increase in market concentration among domestic cloud service providers as they face rising demand for computing power [1]