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"Lobster" becomes popular: institutions shift focus to key areas in the AI industry chain
People’s Financial News, March 12 — Recently, an “electronic lobster” named OpenClaw has quickly become popular, pushing artificial intelligence from content generation to a new stage of task execution. Several public fund institutions believe that as domestic tech companies rapidly follow up with “lobster” products and create a trend, agent applications are gradually being integrated into real work scenarios. The frequency of AI calls and token (model call volume) consumption are expected to significantly increase. Amid this change, the focus of the AI industry chain is also shifting. From application-level intelligent agent tools, to underlying computing infrastructure, and to new infrastructure construction such as computing and electricity collaboration, related industry opportunities are gradually emerging.