UBS: Does Not Believe There Is a "Bubble" in China's AI Industry
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UBS: Does Not Believe There Is a "Bubble" in China's AI Industry
Xiong Wei, China Internet Industry Analyst at UBS Securities, stated that Chinese cloud vendors have a more prudent investment pace, emphasizing ROI and sustainability, and he does not believe there is a "bubble" in the Chinese AI industry. Meanwhile, as model capabilities continue to improve and inference demand continues to increase, investment in the Chinese AI industry will gradually grow.
TechFlow news, July 24, UBS Securities China Internet Industry Analyst Xiong Wei stated that Chinese cloud vendors are adopting a more steady investment pace, emphasizing ROI and sustainability, and he does not believe there is a "bubble" in China's AI industry. At the same time, as model capabilities continue to improve and inference demand continues to increase, investment in China's AI industry will gradually increase. (Securities Times)




