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摘要: Technology News
Updated Jun 26, 2026
Cheaper AI Models to Boost Infrastructure Demand, Says Jefferies
Jefferies reports that low-cost AI models, such as GLM-5.2, will not slow AI investments but in...
正文
Technology News
Updated Jun 26, 2026
Cheaper AI Models to Boost Infrastructure Demand, Says Jefferies
Jefferies reports that low-cost AI models, such as GLM-5.2, will not slow AI investments but instead boost demand for computing infrastructure. The model's lower costs could encourage wider AI adoption and a shift to local servers for data security. This trend is expected to benefit memory chip makers like SK Hynix, Kioxia, and Samsung. Jefferies sees no signs of AI capex slowing, though long-term return on investment remains a theoretical risk.
Jun 26, 2026
· 3 min read
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Jefferies says cheaper AI models to boost infrastructure demand; Favours memory chip makers
New Delhi, June 26
The emergence of low-cost artificial intelligence models is unlikely to slow AI investments. Instead, it could increase demand for computing infrastructure, according to a report by global brokerage Jefferies.
The report said the launch of Chinese AI company Z.ai's GLM-5.2 model marks another key development in the AI industry. It said the model has intensified competition with leading Western AI firms while reducing inference costs.
"The past week has seen another DeepSeek moment," the report said, referring to the growing competition from Chinese AI developers.
Jefferies said GLM-5.2 delivers performance close to leading enterprise AI models at a much lower operating cost. Lower costs could encourage wider AI adoption across businesses.
The brokerage also noted that falling token costs are prompting more companies to deploy AI models on their own servers instead of relying on public cloud platforms. This helps improve data security and reduce cloud dependence.
"GLM-5.2 proves enterprises no longer have to sacrifice intelligence for privacy. We are seeing a massive acceleration in companies pulling their AI workloads out of the public cloud and back onto local corporate servers," the report said.
According to Jefferies, Chinese AI mod
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