ANTHROPIC called to slow development of advanced AI models; Elon Musk and other
industry figures signaled support. Zheshang Securities analysts say the move
will weigh on AI hardware suppliers and large-model developers in the short
term, but is medium- to long-term positive for AI application providers and AI
terminal/endpoint vendors. Analysts expect continued expansion of AI compute
capacity, an unchanged trend toward domestic Chinese compute, and explosive
growth in global token usage, which should sharply lift demand for inference
compute.
