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A report from Deep Tempo states that the shortage of AI chips is due to the transition from model training to large-scale deployment, which has significantly increased demand for computing components. This is expected to lead to higher prices for electronic devices and parts in the coming years, especially as the number of AI users and agents—who consume enormous amounts of computing resources—continues to grow. The report also highlights that substantial investments are necessary to develop infrastructure, and that the current lack of computing capacity presents a major challenge for the industry in the years ahead.
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