China Securities Construction Investment said domestic AI models are moving away from general question-and-answer functions and toward developer tools and enterprise workflow applications. According to NS3.AI, the firm also said GPU rental prices are rising.
It added that supply constraints are expanding beyond GPUs, with tightening conditions spreading across CPUs as well as memory components including DRAM and NAND.
AI TRENDS | China Securities Construction Investment Says Domestic AI Models Shift Toward Developer Tools
2026-06-21 12:42:58
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