Galaxy Securities reports that the cloud service industry is entering an upward cycle driven by increased demand and pricing power. This shift is fueled by the growing scale of AI inference needs, with token consumption becoming a key metric for value settlement. Cloud providers are transitioning from traditional IaaS models to a MaaS (Model-as-a-Service) model centered on token usage, which is expected to boost high-margin AI service revenue and improve overall profitability. AI
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IMPACT Confirms the growing importance of token consumption as a pricing and value metric for AI services, impacting cloud infrastructure and business models.
RANK_REASON Analyst report discussing industry trends rather than a specific event.