AI agents ignite the second growth curve of cloud computing! Wall Street giants analyze the IaaS expansion wave and PaaS value reassessment—who takes away real profits from the Token frenzy?

According to reports from Zhihu Finance APP, Wall Street financial giant Bernstein's latest research shows that the AI cloud computing sector is entering a new phase characterized by a surge in demand for AI computing power, upgrades in AI inference workloads, and a reallocation of platform value—all driven by the rise of AI agents. Consequently, investment opportunities are extending beyond the supply of GPU computing power to leading cloud computing companies crucial for enterprise data operations, core business processes, integration of business workflows, and comprehensive platforms for the development, deployment, and operation of intelligent agents.