EVENT DOSSIER
Ellie Jiang, head of research on internet and software in Macquarie Group Asia, noted that although Chinese AI companies Z.ai and MiniMax have seen significant revenue growth, they will continue to suffer losses until 2030 due to high costs associated with computing power training and operation. In an interview with the South China Morning Post, Jiang emphasized that China currently faces a serious shortage of computing power, with demand for computing resources being two to three times higher than in other regions. This imbalance between supply and demand highlights the huge cost pressures posed by competition in the technology forefront.
麦格理集团亚洲互联网和软件研究主管 Ellie Jiang 表示，中国人工智能公司 Z.ai 和 MiniMax 尽管营收激增，但可能因高昂的算力训练与运行成本而持续亏损至 2030 年。Jiang 周二在接受《南华早报》采访时指出，中国面临严重的算力短缺，相关计算需求是其他地区的两到三倍。这一现象凸显了在技术前沿竞争的巨大成本压力。