Cheaper AI Inference Drives Record Infrastructure Spending

The cost of running equivalent AI models has fallen sharply since 2022, yet major technology firms continue to increase capital spending on data centers, memory, packaging, and power. Efficiency gains are expanding total demand through multi-step agent systems, shifting physical bottlenecks and concentrating value in slower-to-scale assets.（本文作者为 Chelsea_Sun，钛媒体经授权发布）NextFin News — The price of ma

原文：钛媒体