Galaxy Securities predicts a significant increase in Token consumption, driven by the growing demand for AI inference and rapid iteration of large language models. This surge is expected to accelerate growth across four key sectors within the AI industry. The report highlights the crucial role of AIDC (AI Data Center) development, the strategic importance of telecom operators in connecting distributed computing resources, the upgrade of fiber optics to a core component of the computing network, and the increasing demand for optical modules as data transmission becomes a bottleneck for GPU computing power. AI
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IMPACT Anticipates increased demand for AI infrastructure, including data centers, network components, and optical modules, due to rising AI inference needs.
RANK_REASON This is a research report from a financial institution analyzing industry trends, not a direct announcement from an AI company or developer.