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Galaxy Securities: The number of tokens consumed is expected to show significant growth, with four major directions accelerating benefits
Mars Finance News: A research report from Galaxy Securities believes that, with the rising demand for reasoning, the number of Tokens consumed is expected to grow significantly, further accelerating the industry chain. This is mainly reflected in four major areas.
In the AIDC space: The core driving force comes from the intensive iteration of global large-model technology and the explosive surge in Token call volume.
For operators: Operators, with their nationwide backbone network resources, abundant computing node deployments, and “cloud-network integration” capabilities, have become key players in connecting decentralized computing power and breaking regional barriers.
In the fiber-optic cable industry: The large-scale AIDC construction enabled by Tokens upgrades fiber optics from ordinary connection consumables to the core foundation of the computing network.
Optical modules: In today’s era of exponential leaps in GPU computing power, data transmission speed has become the biggest bottleneck determining the efficiency of computing clusters.