Citic, Morgan Stanley: China's AI Model Inference Costs Only 15%-20% of U.S. Levels

According to Guru Club citing China Times, on May 19, Citic Chief Strategist Miao Yanliang and Morgan Stanley's Zhang Xin stated that AI technology is not a bubble. Zhang Xin highlighted that China's large language model inference costs, when achieving comparable capabilities, are only 15% to 20% of U.S. model costs, which will drive broader adoption of AI across the Chinese economy. Both analysts believe the technology is entering an exponential growth phase with significant space for application expansion.
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