Jefferies says cheaper AI models to boost infrastructure demand; Favours memory chip makers
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.
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AI News is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads.
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Jefferies says cheaper AI models to boost infrastructure demand; Favours memory chip makers Why it matters: AI News is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads. So...
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