Unverified50% confidenceOpinionExact time
Fine-tuning, local deployment, and continuous operation of agents for open models will bring sustained inference and training compute demand, and the long-term demand foundation for related industry chains such as compute hardware, server supporting equipment, and high-speed interconnection is solid.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
10/12/2026
First Seen
Valid until: 1/10/2027
Sources
Related Entities
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