Chinese AI Labs Seen Benefiting From Surge in Token Consumption
2026-07-27 05:18:07
Jefferies analysts said a surge in global token consumption is expected to benefit Chinese AI labs. According to Jin10, the firm added that major opportunities exist in coding, workspace scenarios, and medium- to long-form content. Jefferies said Baidu, Alibaba, and Tencent, as well as cloud service provider Kingsoft Cloud and Kuaishou's AI video business Kling, are expected to benefit from rising AI demand.
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