CICC Research Institute: It is expected that domestic cloud providers will start to experience a certain shortage of computing power when the daily average Token consumption reaches 60 trillion.

According to a report released by China Securities Intelligence on the 2025 World Artificial Intelligence Conference, as domestic computational power consumption grows rapidly, it is expected that major domestic cloud providers will start to feel a strain on computational power when daily Token consumption reaches 30 trillion Tokens, and a certain computational power gap will start to appear when it reaches 60 trillion Tokens. The growth rate of related industries in China is steeper, and this year, domestically-produced chips will have a great year of development. Taking into consideration that domestically-produced chips are gradually entering the mass production and delivery stage, it is expected that market concentration will see a significant increase.