基础模型公司下场做实施,中转站也不能只卖 token
OpenAI 和 Anthropic 先后成立企业 AI 部署公司,说明企业 AI 的瓶颈正在从模型能力延伸到部署能力。对中国市场来说,传统集成商和中转站都可能被卷入这一层,但长期价值要靠业务结合来支撑。
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