AI Competition Shifts to Commercialization, Foreign Investors Increase AI Hardware Holdings, Institutions: AI Moves from 'Grand Narrative' to 'Evidence of Delivery'
The competition among large models is shifting towards commercialization and delivery of results. Foreign investors are increasing their positions in AI hardware despite market fluctuations. According to institutions, the focus of AI is transitioning from a 'grand narrative' to 'evidence of delivery', with a greater emphasis on tangible outcomes and revenue generation.
As the competition among large models intensifies, the focus is shifting from technological breakthroughs to commercialization and the delivery of tangible results. Foreign investors, or 'northbound capital', are increasing their holdings in AI hardware stocks, indicating a strategic bet on the sector's fundamentals. Institutions note that the AI industry is moving away from a phase of 'grand narratives' and speculative storytelling towards a period where evidence of delivery, such as actual product deployments, revenue growth, and profitability, becomes the primary driver of valuation. This transition suggests that companies in the AI space will be judged more on their ability to monetize AI technologies rather than on their potential alone.
Source: Zhipu GLM (GNews) —
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