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Apollo: AI Computing Power Shortage Intensifies, Chips, Power, and Data Centers Become New 'Strategic Resources'

AirdropBlackHole
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On July 1, Apollo Asset Management pointed out in its latest report that the AI industry is shifting from a 'model race' to a 'computing power competition.' With the expansion of inference models and intelligent applications, the computational demands for single tasks have significantly increased: intelligent agents repeatedly engage in planning, retrieval, tool invocation, and result verification, with their token consumption exceeding that of traditional chatbots by 100 to 1,000 times. The report suggests that this round of shortages is not limited to a single link but is simultaneously affecting GPUs, advanced processes, storage, power, and grid access. Apollo states that the scarcity of computing power is reevaluating asset values, and the true competitive barrier will be whether companies can secure chips, storage, power, and data center resources in advance.
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