Brief

The AI industry is shifting its focus from model parameters to computational efficiency, with "token economics" emerging as a new value unit. This transition is driving demand for "token factories" – intelligent computing centers optimized for inference, which is projected to consume significantly more power than training. Beijing Yingbo Digital Technology Co., Ltd. positions itself as a full-stack builder of these token factories, offering integrated solutions from planning to delivery and flexible billing models. AI

Fusion Fund's Lucy Zhang predicts a significant shift in AI infrastructure, with inference computing demands set to surpass training by a 70/30 split. She highlights that communication within data centers consumes vastly more energy than computation itself, suggesting a critical need for advancements in optical communication. Zhang also emphasizes that the primary bottleneck for physical AI is the lack of high-quality, real-world data, rather than model size or compute power, pointing to sectors like healthcare as rich sources for this data. AI