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Apollo: AI computing power shortage intensifies, chips, electricity, and data centers become new "strategic resources"

MarsBitNews
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Mars Finance News, Apollo Asset Management pointed out in its latest report that the AI industry is shifting from a "model competition" to a "computing power scramble." As reasoning models and agent applications expand, the computing demand for a single task has significantly increased: agents repeatedly plan, retrieve, call tools, and verify results, consuming 100 to 1,000 times more tokens than traditional chatbot requests. The report believes that the current shortage is not limited to a single link, but rather that GPUs, advanced manufacturing processes, storage, electricity, and grid access are all under pressure simultaneously. Apollo stated that the scarcity of computing power is revaluing assets, and the true competitive barrier will be whether companies can preemptively lock in chips, storage, electricity, and data center resources. (Cailianshe)
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