A diagnosis found that while general corporations have begun to manage artificial intelligence (AI) model usage expense more strictly than before, demand for AI infrastructure itself still exceeds supply. U.S. business network CNBC reported on Dec. 12 (local time) that, based on interviews with former Intel Chief Executive Officer (CEO) Pat Gelsinger and executives at AI infrastructure corporations, corporations have only begun to scrutinize the efficiency of AI investment, while AI demand remains solid. Gelsinger, now CEO of venture capital firm Playground Global, said, "AI demand is practically close to unlimited," and added, "The only constraint is power supply." Mark Boroditsky, chief revenue officer (CRO) at Nevious, said, "The demand we are experiencing now far exceeds what we can handle." Recently, as Meta said it could rent out surplus AI computing resources and xAI also engaged in lending excess capacity, the market raised concerns about oversupply, but the industry views this as temporary. Andrew Feldman, CEO of Cerebras Systems, said, "Across the industry, demand for compute resources far exceeds supply capacity." Rebellions CEO Park Seong-yoon said, "The momentum to build AI infrastructure remains strong." Lumentum CEO Michael Hulsen said, "Most of what we will produce over the next five years has already been sold." However, assessments say AI investment approaches are changing, with corporations' CFOs scrutinizing AI budgets more strictly in a shift to a