In the AI wave, infrastructure companies like Oracle are investing heavily in computing power while simultaneously laying off large numbers of employees. AI value is concentrating on models and tokens, and companies providing infrastructure are losing pricing power, forced to "exchange labor costs for computing power costs." When people become the most easily adjustable expense, companies like Oracle, which don't control tokens, are destined to be "optimized" in the AI era.

Volcano Engine has launched its Seedance 2.0 API, removing the 10 million yuan minimum guarantee but setting a 1 million yuan security deposit threshold to selectively target high-value enterprise clients. Doubao's large-scale model boasts a daily token balance of 120 trillion, maintaining a high internal share but firmly placing it among the market leaders. Coupled with the release of its enterprise knowledge management platform, Volcano Engine is accelerating the construction of its full-stack AI capabilities, from model to data, from inference to application, further deepening its presence in the enterprise market.

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