KNOWLEDGE ATLAS's stock soared 5.65% during intraday trading on Thursday, continuing its recent strong performance.
The surge follows a series of major commercialization breakthroughs disclosed for the company. Its core GLM-5 model has cumulatively raised API pricing by 83% since February, while API call volume has surged 400%, with orders reportedly booked through 2027. Analysts highlight that surging demand for AI agents—which consume significantly more compute per task—is driving an industry-wide supply crunch.
Institutional views suggest the current rally represents a landmark shift for domestic AI models transitioning from a phase of cash burn to profitability, reinforcing a hard-tech investment theme in the market.
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