--- title: "With the increase in AI inference demand, the demand for tokens is growing rapidly. The Guotai CSI All Share Software ETF (515230) has corrected over 3%, seizing the opportunity to position in AI software at a low level" type: "News" locale: "en" url: "https://longbridge.com/en/news/280579992.md" description: "With the increase in AI inference demand, the demand for Tokens is growing rapidly, and the software ETF Guotai (515230) has corrected by over 3%. Guohai Securities pointed out that the demand for Tokens has significantly increased driven by AI inference demand, and it is expected that the compound annual growth rate of Token consumption could reach 3418% from 2025 to 2030. Cloud service providers are gradually raising the prices of related products due to AI computing power bottlenecks and rising costs. The software ETF Guotai tracks the software index, reflecting the overall performance of the software industry. Risk warning: Individual stock analysis does not constitute investment advice" datetime: "2026-03-26T06:58:12.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280579992.md) - [en](https://longbridge.com/en/news/280579992.md) - [zh-HK](https://longbridge.com/zh-HK/news/280579992.md) --- # With the increase in AI inference demand, the demand for tokens is growing rapidly. The Guotai CSI All Share Software ETF (515230) has corrected over 3%, seizing the opportunity to position in AI software at a low level With the increase in AI inference demand, the demand for Tokens is growing rapidly. On March 26, the Guotai Software ETF (515230) fell more than 3%, presenting an opportunity to strategically invest in AI software at a low point. Guohai Securities pointed out that the increase in AI inference demand is driving a rapid growth in Tokens demand. According to data from the Openrouter platform, the weekly Tokens call volume from top models was 1.62 trillion in the week before March 24, 2025, and reached 18 trillion in the week before March 16, 2026, an increase of approximately 1011%. Among them, the open-source AI assistant OpenClaw made a significant contribution, becoming the app with the highest monthly Tokens call volume. At the same time, the proportion of Tokens calls from domestic models is already in a leading position. The significant increase in AI demand, coupled with rising supply chain costs, has led to a substantial increase in the procurement costs of core hardware in the industry. As a result, cloud vendors have raised prices for AI computing products, with related service prices from Alibaba Cloud and Baidu Intelligent Cloud increasing by approximately 5% to 34%. The consumption of Tokens may continue to rise. According to IDC's forecast, the annual compound growth rate of Token consumption from 2025 to 2030 could reach as high as 3418%. Meanwhile, the AI computing bottleneck is expected to persist in the short term, and cloud service providers are gradually gaining bargaining power over AI cloud products. The continuous increase in demand for computing power and Tokens in the AI era may benefit cloud service providers and related upstream and downstream enterprises. The Guotai Software ETF (515230) tracks the software index (H30202), which primarily selects listed company securities involved in software development, sales, and services from the market as index samples to reflect the overall performance of securities of listed companies in the software industry. The index components cover a wide range of areas from basic software to application software, focusing on reflecting the overall market dynamics and technological development trends of the software industry. It is one of the important indicators for measuring the information technology field, especially the software service industry. Daily Economic News ### Related Stocks - [515230.CN](https://longbridge.com/en/quote/515230.CN.md) - [159899.CN](https://longbridge.com/en/quote/159899.CN.md) ## Related News & Research - [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md) - [06:07 ETStandardC Launches AI Platform for Financial Institutions, Where Customer PII Is Never Shared With AI Models (Patent Pending)](https://longbridge.com/en/news/286892045.md) - [11:30 ETDageno Launches Issues Panel and High-volume Prompt Miner to Help Growing Brands Turn AI Search Signals Into Growth Tasks](https://longbridge.com/en/news/286939643.md) - [Hippocratic AI Expands Life Sciences Leadership Team as Pharma and Medtech Demand for Voice AI Agents Accelerates](https://longbridge.com/en/news/287107640.md) - [ZAWYA: SAS expands SAS Viya with governed AI assistants and agentic AI capabilities](https://longbridge.com/en/news/286747394.md)