Kimi's B2B lead, Huang Zhenxin, acknowledged that the AI industry currently has a bubble but asserted that its fundamentals are solid. He attributed rising API prices to the global increase in computing power costs and the inability of chip production to meet the growing demand for tokens. Despite the bubble, Huang noted that companies like Anthropic are achieving quarterly profitability, indicating real-world productivity gains and sustained investment from businesses that can demonstrate a return on investment. AI
IMPACT Suggests that despite market speculation, real productivity gains are driving investment and profitability in the AI sector.
RANK_REASON Commentary from an industry executive on market conditions and company performance.
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