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"Lobster" becomes popular: Institutions say the focus of the AI industry chain has shifted
Recently, a so-called “electronic lobster” named OpenClaw has quickly gone viral, ushering in a new phase for artificial intelligence as it moves from generating content toward executing tasks. Multiple public fund institutions believe that, as domestic technology companies quickly follow up on “lobster” products and create a hot streak, Agent (intelligent agent) applications are being gradually embedded into real work scenarios. As a result, the frequency of AI calls and the consumption of Tokens (model call volume) are expected to rise significantly. Under these changes, the focus of attention across the AI industry chain is also shifting. From intelligent agent tools at the application layer, to underlying computing power infrastructure, and to new infrastructure initiatives such as computing-power collaboration, the industrial opportunities in related areas are gradually emerging. (People Finance)