Token支出價格指數進一步跌至1.5578，延續5月末以來下行趨勢，繼續刷新4月以來新低，暗示AI企業燒錢速度放緩。該指標目前已經從年內高點下跌了25%，但與去年底相比，暫時還保留25%左右的漲幅。 -------- 注：出售Token是目前AI產業的重要變現源頭，其價格是衡量目前算力供需狀況的信號之一，若Token價格保持在高位，雲服務商就有動力增購更多GPU、DRAM內存並擴建數據中心，反之就要小心AI企業“消費降級”，成爲本輪硬件狂歡週期結束的領先指標。Token價格數據來源於OpenAI、Anthropic、DeepSeek等全球頂尖AI模型。

IDC says Q1 2026 AI infrastructure spending reached $89.7bn. Arm-based rack GPU servers have replaced x86 as the mainstream accelerated compute platform. IDC raised its 2026 AI infrastructure forecast to $497bn, up about 56% YoY, driven by hyperscaler capex growth and rising non‑GPU AI demand. The global AI infrastructure market is projected to top $1.08tn in 2029 and reach $1.21tn in 2030, a roughly 30% five‑year CAGR from 2025.

Zhejiang governor Liu Jie chaired a provincial government meeting, saying H1 growth was steady and the province will press on to meet H2 targets. The government will set up a government-guided, market-led multi-source funding mechanism for basic research, raise the quality of science-and-technology platforms, deepen construction of national AI application pilot bases, comprehensively map AI and related industrial chains, and, in a planned, phased manner, develop a pipeline and implement major AI projects to accelerate creation of an AI innovation and development hub.