Group 1 - The launch of GLM-4.7 has led to a rapid increase in users for GLM Coding Plan, causing temporary strain on computing resources, with users experiencing throttling errors and slower model speeds during peak hours [1] - In 2024, the computing service expenses for the company are projected to be 1.553 billion yuan, accounting for over 70% of R&D expenditures, a trend expected to continue into the first half of 2025 [1] - Major tech companies like Microsoft and Google are optimistic about their capital expenditure guidance for 2026, with a total expected to reach 596.4 billion USD, a 47% year-on-year increase, indicating a sustained rise in AI computing and infrastructure investments [1][2] Group 2 - The PCB industry is entering a new cycle driven by AI, with both demand and prices expected to rise, while cooling technologies for AI GPU racks are increasingly favoring liquid cooling solutions [2] - Companies like Qingyun Technology and Chuangye Heima are collaborating with Zhiyu to provide computing resources and explore new AI service models, leveraging their respective strengths in customer resources and advanced model technologies [3]
新模型引爆需求，国产大模型龙头算力“告急”
Xuan Gu Bao·2026-01-21 23:18