According to the CITIC Construction Investment Research Report, the AI model continues to be iteratively upgraded, competition is far from over, demand for computing power is strong, and the AI computing power sector continues to be optimistic. In addition to continuing to be optimistic, the domestic chain also suggests paying attention to it. On the one hand, domestic chain companies have made many early adjustments, while North American chain optical module companies have recently reached new highs. On the other hand, with the increase in domestic GPU capacity and supply and the liberalization of the H200, it is expected to accelerate the pace of deployment of domestic AI computing power infrastructure.

According to the CITIC Construction Investment Research Report, the AI model continues to be iteratively upgraded, competition is far from over, demand for computing power is strong, and the AI computing power sector continues to be optimistic. In addition to continuing to be optimistic, the domestic chain also suggests paying attention to it. On the one hand, domestic chain companies have made many early adjustments, while North American chain optical module companies have recently reached new highs. On the other hand, with the increase in domestic GPU capacity and supply and the liberalization of the H200, it is expected to accelerate the pace of deployment of domestic AI computing power infrastructure.