Core Insights - The article highlights a significant shift in the AI industry from training to inference applications, indicating a growing demand for inference chips and related technologies [5][6]. Group 1: Chip Market Dynamics - The rental prices for leading inference chips have recently increased, indicating a rising demand in the market [3]. - In contrast, the rental prices for the main training chip, H100, have seen a decline, suggesting a shift in focus towards inference capabilities [4]. - The demand for AI model invocation has surged, with popular models like Claude 3.5/3.7 and Gemini 2.5 leading the charge [4]. Group 2: Usage Metrics - Microsoft Cloud reported a fivefold increase in token invocation from January to April, surpassing 500 trillion tokens in a single month [5]. - Alibaba Cloud also experienced a significant increase, with daily token invocation exceeding 30 trillion, marking a fourfold growth [5]. Group 3: Market Performance - The article notes that Broadcom, recognized as the king of ASIC chips, has outperformed Nvidia, the leader in training chips, reaching new highs [6]. - The AI application sector in the US stock market has also reached new highs across various industries, including military and education [6].

Core Viewpoint - The abrupt termination of API access by Anthropic to Windsurf highlights the competitive tensions in the AI industry, signaling a shift from collaboration to a more territorial approach among major players [3][10][11]. Group 1: API Termination Incident - Anthropic cut off Windsurf's direct access to Claude 3.5/3.7 models with less than five days' notice, indicating a severe competitive response [3][5]. - Windsurf's recent acquisition by OpenAI for $3 billion exacerbated the situation, as Anthropic viewed Windsurf as a competitor rather than a partner [3][5]. - The timing of the API termination coincided with Windsurf's launch of its own SWE-1 model, which is positioned as a lower-cost alternative to Claude 3.5, further straining relations [6]. Group 2: Industry Dynamics - The incident reflects a broader "territorial battle" in the AI sector, where companies are increasingly protective of their models and ecosystems [9][10]. - Developers faced a "trust crisis" as many found their access to Claude models abruptly restricted, leading to a mass migration to alternative tools like Cursor [8][9]. - The competitive landscape is shifting towards a "feudal system," where companies must either align with larger players or develop their own models to survive [10][11]. Group 3: Implications for Developers and Startups - The termination of API access serves as a warning for developers and startups about the volatility of partnerships in the AI space [11]. - As models become critical assets, the ability to access and utilize these models will determine the survival of smaller companies in the industry [9][10]. - The AI ecosystem is moving away from open collaboration towards a more fragmented and competitive environment, necessitating strategic planning for developers [11].