高性价比开源模型推动AI服务走向“大宗商品化”,token价格持续下滑。摩根士丹利近日针对AI行业开展沙盘推演,揭示出算力租金需要同时满足云厂商回本与算力租户生存的“两难”困境。若token价格持续下跌,或将出现算力租户倒闭、云厂商利润被侵蚀等情况。
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