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 智通财经7月27日电，中信智库在2025WAIC发布报告显示，随着国内算力消耗快速增长，预计国内各 家大型云厂商在日均Token消耗达到30万亿Token时会感受到算力紧张，在达到60万亿Token时会开始出 现一定算力缺口。国内相关增速斜率更陡峭，国产芯片今年将迎来发展大年，考虑到国产芯片逐渐进入 量产交付阶段，预期市场集中度将看到显著提升。（记者 郭辉） ...

Group 1 - The core viewpoint of the article highlights that Weijingtai Technology has recently completed a 100 million yuan A2 round financing led by Junxin Capital, with continued investment from notable semiconductor institutions such as Shenzhen Capital Group and Yuanjing Capital [2] - Weijingtai Technology, established in 2020, focuses on the research and development of high-end intelligent perception SoC chips, aiming to become a leader in edge-side SoC chips with applications in smart driving, smart cities, and robotics [3] - The funds from this round of financing will be directed towards the mass production of high-end smart vision chips and the research and development of intelligent driving chips, enhancing technological innovation and promoting the localization of high-end SoC chips [4] Group 2 - Junxin Capital recognizes Weijingtai Technology's strong technical capabilities and market potential in the high-end SoC chip sector, noting the company's mastery of key technologies and successful product mass production, which has garnered high recognition from leading industry clients [5] - The current government is actively promoting the independent and controllable development of the semiconductor industry, implementing a series of supportive policies, which has led to increased responsiveness and execution among industry practitioners [6]